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Release Notes
2020
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Knowledge Base Home
Administration
Getting Started
Underwriting
Applications & Quotes
Policies
Tasks
Endorsements
Reporting
Production
Renewals
Compliance
Bordereau
Communication
Administration
Users
Agencies
Marketing Companies
Carriers
Programs
Accounting
Accounts Payable
Accounts Receivable
Bank Management
Policy Accounting
Tax & Compliance
Release Notes
2020
Tools
FAQs
Integrations
Administration
Configuring & managing BindHQ for your company
Users
Adding New Users
Assigning and Customizing User Roles
Managing User Accounts
Understanding User Roles
Agencies
Adding Agencies to BindHQ
Navigating Agencies in BindHQ
Marketing Companies
Accessing a Marketing Company Profile Page
Adding a Marketing Company
Managing a Marketing Company
Carriers
Adding Carriers to BindHQ
Navigating Carriers in BindHQ
Programs
Creating Programs in BindHQ
Configuring the Default Tax Collecting Entity for a Program
Editing a Program
Adding & Removing Policy Number Blocks
