Adding and Navigating a Marketing Company

This article explains how to create and edit a Marketing Company (Market) in BindHQ. Follow the steps below to add a marketing company details and manage them within the system. 

Add a Marketing Company

There are two ways to add a Marketing company in BindHQ:

From Create a new marketing company

1. Navigate to the Partners tab.

2. In the middle of the page, look for the Markets & Carriers subsection, then click Create new marketing company.
   

   

3. Fill in the needed information and Save Marketing Company.

From Browse, view & edit marketing companies

1. Navigate to the Partners tab.

2. In the middle of the page, look for the Markets & Carriers subsection, then click Browse, view & edit marketing companies.

3. In the top right corner of the page, click New Marketing Company.

   

4. Fill in the needed information and Save Marketing Company.

Filling in the Marketing Company details

• Accounting Address - Fill in the address.

• Location Address - Fill in the physical address or check the Use accounting address checkbox.

• Mailing Address - Fill in the mailing address or check the Use accounting address checkbox.

• Contact - Enter the company’s phone number, fax number, and website URL.

• Bank Details - Users with the Bank Details permission can select the marketing company’s bank and enter their bank account number, if available.

• Administration - Check the Accounts current? checkbox if applicable or use the Parent drop-down to select a parent company. To bill the parent company, check the Bill to parent checkbox.

• Payment Terms - Fill in the marketing company’s terms and collection deadline.

• Carriers - Add any carriers associated with the marketing company to ensure users do not select an incorrect carrier.

Navigate a Marketing Company

There are two ways to open a Marketing company’s BindHQ profile page:

From the Search bar

• Use the search bar to search for an existing Marketing company and navigate to their BindHQ profile page.

From the Administration Tab

1. Navigate to the Partners tab.

2. On the left, select the Markets & Carriers subsection, then click Browse, view & edit marketing companies.

3. From the list, click a company name to open the company’s profile page.

After navigating to a marketing company’s page, use the tabs to view or update the company’s information.