Administration

Automations

• Manage Automations in BindHQ

Users

• Managing Email Signatures
• Adding New Users
• Understanding User Roles
• Managing User Accounts
• Assigning and Customizing User Roles
• Checking when a User last logged into BindHQ

Retail Agencies

• Adding Retail Agencies to BindHQ
• Navigating Retail Agencies in BindHQ

Marketing Companies

• Accessing a Marketing Company Profile Page
• Adding a Marketing Company
• Managing a Marketing Company

Carriers

• Adding Carriers to BindHQ
• Navigating Carriers in BindHQ

Programs

• Creating Programs in BindHQ
• Searching for Programs & Quote Templates in BindHQ
• Configuring the Default Tax Collecting Entity for a Program
• WillComply Fee
• Adding & Removing Policy Number Blocks