Creating and Editing Insureds

Add a new named insured or update the details of an existing Insured

Last Updated: March 2025

This article explains how to create or update the details of an Insured in BindHQ.

There are two parts to this article:

• Creating a New Insured
• Editing a Named Insured

Creating a New Insured

New insureds are initially linked to Applications.

Note: Once an insured is saved, their information is stored in the system even if the Application is incomplete.

1. Navigate to Applications on the sidebar menu and click New Application on the right.
2. In the Insured field, enter the insured’s name to confirm it’s a new insured.

• If the name displays in a drop-down list below the field, the insured is already in BindHQ

3. Click the Blue Create New Insured button to create that Insured.

4. Fill in the insured’s details and save.

• The Name, Insured Type, and Mailing Address fields are required. The other fields are optional or can be filled in later if needed.

The Insured Clearing process will initiate to display any insureds with similar information to ensure you do not duplicate an insured. If no matches are found a green pop up will confirm if you can proceed. 

Editing an Insured

• Add or update details for an existing named insured.
• The insured’s details are accessible through the associated policy.
• You can choose one or more active policies to automatically apply the changes to.
• An endorsement is auto-generated for the selected policies to reflect that insured changes have been processed.

Follow this process:

1. Navigate to the policy and select the Overview tab.
2. From the Insured section, click on the Insured Name.
   
   
3. Edit the insured’s details as needed and click Save.

• Note: Any changes made to the insured in this view will affect ALL policies associated with the Insured.