Agency License Management

Introduction

This article explains what agency licenses are and how to manage them within the BindHQ platform. The Agency License Management area centralises all MGA-owned licenses in one organised location. Here, you can store and manage licenses for:

• Companies or Individuals

• Any U.S. state

• Both admitted and non-admitted entities

BindHQ also supports license template replacements, which enable the automatic insertion of licensing details into documents, emails, and other system-generated outputs.

What Agency License Management Does

Agency License Management enables you to maintain all state-specific licensing information used by your MGA, agency, or producer.

For each U.S. state, you can configure:

• State

• License Number

• Type

• License Holder Name

• Responsible Individual Producer for company licenses

• Admitted Status

Accessing and Managing Agency Licenses

Navigate to:
Settings → Company Settings → Licenses

From this page, you can:

• Browse existing licenses

• View and edit license details

• Create new licenses

Available Filters (Browse / View / Edit)

Use filters to locate the correct license quickly:

• State(s)

• License Number

• Type (Company / Individual)

• Admitted Status (Yes / No)

• License Holder Name

• Responsible Individual Producer

These filters help streamline license maintenance as your database grows.

License Template Replacements (How They Work)

BindHQ provides two ways to include license details in documents:

1. Fillable PDF Documents

When creating a fillable PDF document, the following License data can be mapped to a document:

• License Number

• License Holder Name

Select one of these options from a mappable field dropdown, and BindHQ will fill it in automatically when the document is generated.

2. Template Replacements Tags

The same License data can be added to email templates and custom documents by using the correct template replacement tags [license_holder_name] and [license_number]. These tags allow dynamic insertion of license information wherever needed.

Replacement tags are commonly used in:

• Common Declaration Page settings

• Custom Documents

• Email Templates

Tags ensure that the correct licensing details always appear on outgoing communications and documents.

How BindHQ Uses License Data Automatically

Whenever a user generates a Fillable PDF, Custom Document, or an Email Template mapped with License data, BindHQ checks the home state on that record. If a license exists for that state, BindHQ automatically inserts:

• The correct license number

• The correct license holder name

If no license is found, these fields will appear blank, signalling that a license needs to be added or updated.