Adding Carriers to BindHQ

This article explains how to add a Carrier to BindHQ. You can either watch the training video or follow the step-by-step instructions below to learn how to add and manage carriers within the system.

Adding a Carrier

There are two ways to add a Carrier in BindHQ:

From Browse, view & edit insurance carriers

1. Navigate to the Partners tab and select Markets & Carriers on the left.

2. Below Carriers, select Browse, view & edit insurance carriers.

3. In the top right corner, click New Carrier.
   

   

From Add new carrier

• Navigate to the Partners tab and select Markets & Carriers on the left.

• Below Carriers, select Add new carrier.
  

 Complete the Carrier profile by filling in these sections:

• Accounting Address

  • Fill in the company name and internal company number, NAIC number (optional), address, and any notes unique to the carrier account.

• Accounting Contact - Enter the name and phone number of the carrier’s accounting contact.

• Binding & Claims - Check the We have binding authority or We pay claims checkboxes if applicable.

  

• Location Address - Fill in the carrier’s physical address. If this is the same as the Accounting address, check the 'Use Accounting Address' checkbox.

• Mailing Address - Fill in the carrier’s mailing address. If this is the same as the Accounting address, check the 'Use Accounting Address' checkbox.

• General Contact - Enter the company’s general phone/ fax numbers as well as their website URL.

• Payment Terms - Fill in the carrier’s terms and collection deadline. Check the Force agent payment terms? If applicable.

• States - States are required to bind coverage and generate taxes and fees. If users try to bind quotes for states the carrier is not configured in, they receive an error message. When adding a state, the default is non-admitted (the Admitted checkbox is not checked). Check the checkbox if the carrier is admitted for the state.

  

• System Status - Check the Set carrier to inactive checkbox and enter a reason to make the carrier inactive in the system, and ensure no future work is bound with them.