Synergy2

Synergy2

Eurobase International
+
+

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About

BindHQ’s lightning-fast, modern agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. BindHQ’s continuously improving, cloud-based platform reduces your total cost of ownership; no hardware or servers to maintain, reduced upfront capital expenditures, and once you’re live, product upgrades are continuous, automatic, and free. BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across your binding authority markets, giving your producers much more time to underwrite and write better business for your carrier partners. BindHQ’s open API seamlessly integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments and premium finance companies, or compliance tools making frictionless transacting a reality.

About

Synergy2 is a scalable web-based solution that incorporates an InsurTech ecosystem to manage the full lifecycle of your (re)insurance operations. The platform covers everything from client management, underwriting, claims, accounting, reporting and (retro)ceding, ensuring your business is optimally streamlined for efficiency. Arrange a call with the Synergy2 team, come and meet us, discuss your issues and thoughts. Let's get our teams together and look at how we can help overcome your challenges and identify the highest risk vs the quickest wins. We’ll work with you and any of your chosen 3rd parties to improve your performance and regain control using our cloud-based platform.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

BindHQ: MGAs, Program, Managers, MGUs, Wholesale Brokerages

Audience

Insurance Policy solution for businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$300 / User / Month
Pricing Tiers - Plus | Pro | Amplify
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • I use BindHQ on a daily basis and I love it. It empowers me to have a big-picture view of the production numbers and individual producer sales levels. I enjoy being able to go in, quickly find documents if I need to check work on an account, and also to assign users to tasks so that items can move forward. The support team is very responsive, and someone is available at all hours of the day to handle any issues with the platform. Some of the design features are being worked on at this time, but I know the team is constantly improving the interface to make it as intuitive as possible.
  • BindHQ is a user friendly software that allows users to quickly and efficiently navigate the system. The search feature allows one to easily track down information such as check #'s, vendors, and memos. Additionally, the bank reconciliation module is very effective. It reduces the need for recs in excel and makes reconciling a point and click operation!

Cons

  • Some of the interface features could be smoother and better organized, but I know the team is working on releasing new updates to the platform soon!
  • BindHQ could use an option in creating bill credits that are created directly from a regular bill. Currently it is separate and allows room for silly user errors (not saying I've done that of course!) Currently BHQ offers a variety of financial reports, but I would love to see reports further enhanced, particularly the 1099 report. An option to pull a notes section for particular agents would be extremely useful.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BindHQ
Founded: 2018
United States
www.bindhq.com

Company Information

Eurobase International
Founded: 1988
United Kingdom
www.eurobase-international.com

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Categories

Categories

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Commercial Insurance Features

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Underwriting and Rating Features

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

P&C Insurance Features

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Integrations

Docusign
Google Maps
Mailchimp
Microsoft 365
Slack
ePayPolicy

Integrations

Docusign
Google Maps
Mailchimp
Microsoft 365
Slack
ePayPolicy
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