Getting Started with BindHQ: Configuring Your Company Profile

This article details how to update your company profile in BindHQ.

Navigate to Settings > Company Settings > View & Edit Company Profile. This section allows you to configure key elements of your business profile, including branding, contact information, and operational settings. Updating these details ensures that documents, communications, and system configurations accurately reflect your organization.

Basic Details

Configure the core information associated with your company.

• Company Name
  Enter the official company name associated with your organization.

• Email Address

  Email address will auto populate based on your domain. This email address can be used for automated outgoing emails.

• Timezone
  Select the appropriate timezone to ensure accurate scheduling across the platform.

• Plan

  You can also view your current plan and manage your subscription under Discover our Plans.

• Address, Phone Number, and Fax Number
  Provide your company’s primary contact information.

• Company Logo
  Upload a high-quality PNG or JPEG logo (maximum 1MB). The logo will appear on invoices, quotes, and other documents generated from the platform. Note, details are provided for image resolution and dimensions to ensure an optimized logo.

• Primary Heading Colors
  Customize the background and text colors used in document headings to align with your company’s branding.

Tasking

• Default Task Type

  Select the task type to be applied by default to newly created tasks.

Signatures

• Signature
  Add a signature that will appear on documents such as endorsements.
  Select Show Archived Signatures to view and restore previously archived signatures.

Operational Configurations

These settings control how certain operational processes behave within the system.

• Default Statements Documents
  Configure default documents used for statements, including:

  • Agency Bill

  • Carrier Direct Bill

  • Insured Direct Bill

• Default Statements Email Template
  Select the default email template used when sending statements.

• Late Issuance Days
  Define the number of days after the Policy Effective Date, after which a policy issuance will be considered late.

• Enable BindHQ AI Features

  Select this box to enable the BindHQ AI Assistant and BindHQ AI Data Ingestion.

• Hide Premium on Specific Documents
  By default, standard Lines of Business declaration pages, quotes, and binders display premium breakdowns by coverage and/or building. Enable this setting to hide premium information on these documents.

• PO Box Warning Enabled for Binding
  When enabled, a warning will appear on the binding information page if a location address contains a PO Box.

• Enable Cross Division Renewals (will only appear if multiple divisions exist)
  When enabled, all renewals must be created in the selected division. This setting is commonly used when merging divisions. Once enabled, renewals can no longer be created in the current division.

After making the necessary updates, click Save Changes at the bottom of the page to apply your changes.