company logo
Knowledge Base Home
  • New Feature Request?
  • Contact Support
Underwriting
  • Getting Started
  • Underwriting
    • Applications & Quotes
    • Policies
    • Tasks
    • Endorsements
  • Reporting
    • Production
    • Renewals
    • Compliance
    • Bordereau
  • Communication
  • Administration
    • Users
    • Agencies
    • Marketing Companies
    • Carriers
    • Programs
  • Accounting
    • Accounts Payable
    • Accounts Receivable
    • Bank Management
    • Policy Accounting
  • Tax & Compliance
  • Release Notes
    • 2020
  • Tools
  • FAQs
  • Integrations
      Back to home
      1. Knowledge Base Home
      2. Underwriting
      • Getting Started
      • Underwriting
        • Applications & Quotes
        • Policies
        • Tasks
        • Endorsements
      • Reporting
        • Production
        • Renewals
        • Compliance
        • Bordereau
      • Communication
      • Administration
        • Users
        • Agencies
        • Marketing Companies
        • Carriers
        • Programs
      • Accounting
        • Accounts Payable
        • Accounts Receivable
        • Bank Management
        • Policy Accounting
      • Tax & Compliance
      • Release Notes
        • 2020
      • Tools
      • FAQs
      • Integrations

      Underwriting

      Creating & managing applications, quotes, and policies in BindHQ

      Applications & Quotes

      • Creating an Application
      • Using Application Clearing & Insured Clearing
      • Closing & Reopening Applications
      • Creating and Editing Insureds
      • Creating, Editing & Viewing a Quote
      • Editing Premiums, Taxes & Fees on Quotes, Binders and Endorsements
      • Binding a Quote
      • Adding an Additional Insured to General Liability Coverage
      • Adding Additional Interests to Property Risks
      • Adding Locations & Coverages
      See more

      Policies

      • Editing a Policy Number
      • Adding Premium Financing Details to Policy
      • Cancelling a Policy with a Pro-rated Premium
      • Issuing and Rescinding Notices of Cancellation and Non-Renewal
      • Voiding a Bound Policy
      See more

      Tasks

      • Using Pro Rata Calculations
      • Searching for Programs in BindHQ
      • Ordering an Inspection

      Endorsements

      • Endorsement Types in BindHQ
      • Creating an Endorsement
      • Adding and Removing Forms on an Issued Policy by creating Endorsements
      • Issuing, Editing, Deleting & Invalidating an Endorsement
      • Creating a Cancellation Endorsement
      • Review, Edit, Delete & Issue Cancellation Endorsements
      • Creating a Reinstatement Endorsement
      • Creating an Endorsement for a Pro-rated Premium
      See more
      company logo
      Agency Management | Simplified
      • linkedin_social_link_icon_alt_text
      • New Feature Request?
      • Contact Support
      • BindHQ Blog