Adding Agencies to BindHQ

How Administrators, Managers, and Compliance users can add Agencies in BindHQ

Applies to:

  • Administrators

  • Compliance
  • Managers
Last Updated: September 2020

This article explains how Administrators, Compliance and Managers can add Agencies in BindHQ.

There are two parts to this article

  1. Adding an Agency
  2. Entering the Agency Details

Adding an Agency

There are two ways an Administrator can add a new agency:

From Add new agency

  1. Navigate to Applications and select the Agents & Insureds tab on the left.
  2. Below Agencies, click Add New Agency.

    The Agency Details page opens.

From Browse, view, & edit agencies

  1. Navigate to the Applications and select the Agents & Insureds tab on the left.
  2. Below Agencies, click Browse, view & edit agencies.


    The Agencies page opens.
  3. In the top right corner of the page, click New Agency.


    The Agency Details page opens.

 


Entering the Agency Details

From the Agency Details page, complete the agency profile by filling in these sections:

  • Accounting address - Fill in the agency's accounting address and file number. Check the Accounts current? checkbox if applicable.
  • Location address - Fill in the agency's physical address or check the Use accounting address checkbox.
  • Mailing address - Fill in the agency's mailing address or check the Use accounting address checkbox.
  • Contact - Enter the agency’s phone number, fax number, and website.
  • Agency Intelligence - (Optional) Fill in any background details on the agency, including their LinkedIn company page, the LOBs they support (personal, commercial, or both), and the type of agency (independent or affiliated broker).
  • Administration - Use the drop-down to select a parent agency, if applicable. To bill to the parent agency, check the Bill to parent checkbox.
  • Users - Add BindHQ users associated with the agency and select the coverage they have with the agency (default, P&C, auto, or personal).
  • Click the trashcan icon to delete users from the agency’s BindHQ page.
  • Bank Details - Users with the Edit bank accounts permission can select the agency’s bank and enter their bank account number, if available.

 

After adding all agency details, scroll to the bottom of the page and click Add Agency Details. This creates the agency in BindHQ and stores the details on the Details tab of agency's page.