Using the Sidebar Navigation

Introduction

The Sidebar Navigation allows users to access and navigate different areas of the BindHQ platform. This article provides an overview of each section available in the sidebar and how access may vary depending on user roles.

Sidebar Overview

The Sidebar Navigation is located on the left-hand side of the BindHQ application.

It provides quick access to all major modules, including:

• Dashboard

• Applications

• Policies

• Accounting

• Reports

• Production

• Partners

• Settings

• Docs

Dashboard

The Dashboard provides a high level summary of business performance.

Users can view:

• Net revenue, quotes, bound quotes, and policies issued

• Tasks and team activity

• Key performance trends and reports

Applications

The Applications section is used to manage and view submissions.

Available tabs include:

• My Applications

• Team Applications

• All Applications

• Favorite Applications

Users can:

• Search applications

• Apply filters

• Export data (CSV)

• Create new applications

Note: Issuance, Manager, and Administrator users may not see data under My Applications, as they cannot assign themselves as producers.

Policies

The Policies section allows users to view and manage policy records.

Users can:

• Switch between My Policies and All Policies

• View details such as status, insured, producer, effective dates, LOBs, and premium

• Filter and search policy records

Accounting

The Accounting section provides access to financial and compliance-related data.

It includes:

General

• Accounts Receivable (Invoices, Receipts, Credits)

• Accounts Payable

• Journals

• Bank

• Suppliers

• G/L Account Administration

Reports

• Financial Statements (Trial Balance, Income Statement, Balance Sheet)

• Audit Reports

• Check Register

• 1099 Reports

Note:

Administrators have full access to Accounting. Other users may have limited or no access depending on permissions. For more information, see article Navigating the Accounting General Tab

Reports

The Reports section provides access to operational and performance data.

Standard Reports Includes:

• Production (Overview, Weekly, Monthly, Producer Revenue, Business Plans)

• Renewals

• Compliance

• SLA Reports (role-based access)

• Bordereau Reports

• Custom Reports

Custom Leaderboards

• Available to Administrators and Division Administrators

• Used to create and analyze custom production reports

Issuance

• Provides issuance-specific reporting data

Production

The Production section allows users to analyze performance metrics.

Users can:

• View production data by day, month, and year

• Track targets vs actuals

• Analyze performance by team, producer, or region

Partners

The Partners section manages external relationships.

Includes:

• Insureds & Agents (create and manage insured records)

• Markets & Carriers

• Third Party Partners

Users can browse, create, and manage partner-related data.

Settings

The Settings section allows users to manage account and system configurations.

Includes:

• My Account (profile, API keys, business plans)

• Company Settings

• Organization Settings

• Quotes & Programs

• Customization

• Billing & Taxes

• Accounting settings

• Tools

• Integrations