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      Back to home
      1. Knowledge Base Home
      2. 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
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      Agency Management | Simplified
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      • New Feature Request?
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