Manage Contracts in BindHQ

Last updated: July 5, 2025

Applies to:

  • Admins

 

Last Updated: June 2025

 

Introduction

The Contracts feature in BindHQ helps you manage contract allocations by Policy—automatically, accurately, and at scale. Whether you're dealing with Lloyd’s syndicates, multi-layered programs, or complex revenue-sharing agreements, Contracts enables you to define, apply, and track financial arrangements with ease.

 

How to add contracts

  1. On the sidebar, choose Settings, then go to Quotes and Programs.
  2. Choose Browse, view & edit contracts, or Create a Contract.
  3. When creating a new contract, fill in the required fields and save.
  4. Contracts can be associated with: Programs, Quote templates, and quotes

How to use contracts

Once you’ve added a Contract to a Program, it will automatically appear when you create a quote for any application using that Program. This ensures consistent application of contract terms without manual entry.

To view the defaulted contracts on a quote:

  • Open the quote and navigate to the Details tab.
  • You’ll see the contract(s) automatically applied based on the associated Program.

Only administrators can create or edit contracts. However, any user with access to the Contracts feature can apply and use contracts on quotes.