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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
Embedded Programs
Administration
Configuring & managing BindHQ for your company
Users
Checking when a User last logged into BindHQ
Adding New Users
Assigning and Customizing User Roles
Managing User Accounts
Understanding User Roles
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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
