Managing a Marketing Company

How Administrators can manage Marketing Company details by accessing its profile page

Applies to:

Background

BindHQ stores details about each Marketing Company within a Profile Page. Each Profile Page has the following tabs:

The Details tab shows the marketing company’s basic details in an editable format, including:
- addresses
- contact information
- parent companies
- payment terms
- basic details
You can also set a marketing company to inactive or associate a carrier with the company to prevent users from selecting the wrong carrier. To associate a carrier, click Add Carrier, then use the drop-down list to select a carrier. Repeat for any additional carriers, then click Save Marketing Company Details.

The Documents tab lets you upload statements or any other documents associated with the marketing company that are not related to a specific policy.
This tab is split into three panes:
- left pane separates the documents by type (for example, Application)
- middle pane lets you view and upload documents
- right pane lets you filter documents by name or tags.

The History tab automatically captures activity related to the marketing company, like any time the company’s details are updated.
On the right, you can use the Filter History By section to filter the history by activity type (Note, File, Email, or All), employee, date range, and deleted.

To manually add a new history activity, click Add Item at the top of the tab and fill in the Create history pop-up fields.

The Contacts tab stores any contacts at the marketing company, which helps facilitate automatic workflows like emailing files and submissions.
The Shared Inbox shows if the Contact is in fact a shared inbox. This is especially useful when sending automated emails, as the contact name will not pre-filled. In these cases "Dear Recipient" will be used.
The Notes show any custom text that is entered for that Contact. It can be used to capture the speciality (Division) of the Contact, or for any other purpose.
To add a new contact, click Add Contact and fill in the contact details, then click Save Contacts.

To edit contact details click the View / Edit button, and modify the fields, then click save.

To email an existing contact from this page, click Email to the right of the contact details, then complete the email and click Send Message.

To delete a contact, click Delete to the right of the contact details. An Are you sure? Pop-up displays; click OK.

The Accounting tab displays all transactions related to the marketing company.
Use the fields at the top of the page to filter the transactions by dates (including transaction or effective date), policy, or insured.
On the right, click an option to filter by Open or Closed transactions, Receivable or Payable transactions, or Agency Bill or Direct Bill.
Click the More drop-down in the top right corner to View Receipts, View Payments, or View Deposits for the marketing company.

Each transaction is on its own line item and displays the policy number, billing type, insured, reference number, transaction and due dates, description, and amounts (total, paid, and due).

Click a policy number hyperlink to navigate to a specific policy. Check the Action/Status checkbox on one or more transactions to make a payment or offset items.
Click the ellipsis icon to the far right of a transaction to View Bill or View Line Items.

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