Customer Experience

Full-Service Integrated Software Solution
for MGAs, MGUs, Wholesale Brokers

 

 
 
 
BindHQ invests in Your Success

Our holistic approach to customer success starts with your initial outreach to BindHQ.

BindHQ’s invests across the entire lifecycle, eliminating the pain you typically experience when implementing legacy tech systems. 

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Learn more about how BindHQ supports its customers at each stage

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Discovery

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Before we optimize BindHQ to solve your business challenges, our Customer Success Team takes a deep dive into your commercial needs, uncovering opportunities for growth and identifying areas where BindHQ can help you deliver on your key business objectives.  

  • Interactive Discovery Calls with key internal stakeholders (Principals, Underwriters, Support Services) to understand your business and growth opportunities
  • Demos to show you how BindHQ works & its key features & benefits
  • Business Analysis to show you how using BindHQ solution impacts on your top-line growth and bottom line profitability
Advisory

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Our experienced Customer Success Team works with you and your team to understand your pressing business challenges and explain how BindHQ solves your problems through reliable, focused insights grounded in experience. 

  • Leverage Our Expertise to create insurance products, grow revenue streams and reduce speed to bind
  • Operational improvements to streamline workflows, eliminate duplicative business process, identify and create efficiencies
  • Business Practice Optimization to align all users on solution best-practice to deliver outsize returns to customers
Implementation

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Our primary objective is a seamless deployment onto BindHQ with minimal user downtime. No one deployment is identical, but our Implementation teams use standardized project plans to deliver a consistent implementation experience and ensure that no steps are missed. Our structured approach maximizes customer success, enabling you to start transacting immediately.

  • Project Management Tools ensures deployment stays on track and on budget
  • Configuration Services ensures BindHQ is optimized for your firm to hits its business goals
  • Online Training through our BindHQ university, in-person training and office hours available
  • Data Migration transfers legacy data and content to BindHQ (if applicable)
Training

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No implementation is complete without a comprehensive training program. BindHQ University provides a complete package of online training videos and assessments designed to bring your users up to speed quickly and efficiently. Our online courses, product on-boarding tours and interactive quizzes are organized by user function, minimizing downtime and unnecessary business interruption.

  • BindHQ University with online and on-demand videos and assessments customized by user base
  • Office hours with in-person training customized according to your needs
Support

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BindHQ is committed to supporting its customers through transition onto the platform and beyond. Our customer success team is accessible to you to work through and resolve any issues and on-going support enquiries. 

  • BindHQ Knowledge Base for users to search the comprehensive BindHQ ‘how-to’ guides with detailed step by step guides
  • BindHQ Chatbot with Automated Chatbot to direct your user enquiries to a speedy and efficient resolution
  • Phone & Email Support since we’re only ever a couple of clicks away!
IMPLEMENTATION TIMELINE

From date of first contact to your first day transacting on BindHQ can be as little as two weeks.

The exact timeline is dictated by the BindHQ Product Tier that you choose for your firm. ➛ See Product Tiers

  • Pro & Enterprise Tier - three months is typical but up to 6 months (depending on complexity of customer needs)
  • Basic Tier - you can be transacting on BindHQ within two weeks but four weeks is more typical

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Supercharge Your Growth with BindHQ

BINDHQ IS A FULL SOLUTION PROVIDER, ENGINEERED FOR SIMPLICITY AND DESIGNED FOR TEAM SUCCESS

 

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