Use the configurable “Email agency statement” button on the Agency accounting screen to quickly send out your monthly statements to your accounting contact at the Agency.
Now there is an easier way to handle cases when the agent pays the carrier directly. No need to create multiple $0 endorsements or manual journals.
Now you don't have to offset original and reverse transactions automatically after an edit, BindHQ does it for you! If there are already applied payments manual work is still needed to prevent any unwanted effect.
If you have any question or comment, let us know!
BindHQ helps MGAs, MGUs, and Wholesalers modernize and unite agent portals, consolidate underwriting data, and streamline back office and insurance CRM into one frictionless cloud-based platform.
BindHQ is the AMS 2.0—changing the underwriting process, one insurance binder at a time.