FAQs
FREQUENTLY ASKED QUESTIONS
General
1. What is Bind, and how can it help my brokerage?
Bind offers tailored solutions for brokers, including niche insurance policies and an industry-first SaaS CRM platform. Our goal is to help you work smarter, serve your clients better, and grow your business faster.
3. Do I have to use both the SaaS platform and insurance policies?
Bind offers tailored solutions for brokers, including niche insurance policies and an industry-first SaaS CRM platform. Our goal is to help you work smarter, serve your clients better, and grow your business faster.
2. Who is Bind designed for?
Bind is specifically designed for brokers who want to streamline workflows, enhance client satisfaction, and access quality insurance solutions for niche markets.

SaaS
Platform FAQs
1. What makes Bind’s SaaS platform unique?
Our SaaS CRM is the first of its kind, built specifically for insurance brokers. Unlike generic CRM tools, Bind’s platform includes tailored workflows for renewals, claims, and client management, as well as time-saving automation.
3. Does the SaaS platform integrate with other tools?
Yes, Bind SaaS integrates with a range of tools you already use, including email platforms and document management systems. This ensures seamless compatibility and connectivity.
5. What kind of analytics does the platform provide?
Bind SaaS offers detailed insights into your brokerage’s performance, including revenue tracking, client retention trends, and actionable data to optimise your business strategy.
7. How much does the SaaS platform cost?
Pricing depends on the size of your brokerage and the specific features you need. Contact us to get a personalised quote.
2. Is Bind SaaS easy to set up?
Yes! We provide full onboarding support, including step-by-step guidance to ensure a smooth setup process for your brokerage.
4. How does automation help my brokerage?
Automation reduces manual tasks like sending renewal reminders, generating documents, and tracking claims. This frees up time so you can focus on building client relationships and growing your business.
6. Can my team access the platform remotely?
Yes, Bind SaaS is cloud-based, so your team can securely access the platform from anywhere.

Insurance
Policies FAQs
1. What types of insurance policies does Bind offer?
We specialise in high-quality, niche insurance policies designed to expand your portfolio. Our offerings include tailored coverage options backed by trusted insurers like Vero.
3. How do I get a quote for a policy?
Simply click the “Get a Quote” button on our website, and we’ll guide you through the process.
5. How experienced is the Bind team with insurance policies?
Our team has over two decades of experience in the insurance industry, making us experts in simplifying complex policies for brokers and their clients.
2. What makes your policies unique?
Bind policies are designed to meet the unique needs of niche markets. We work closely with trusted insurers to provide comprehensive coverage that’s easy for brokers to offer.
4. Can I customise policies for my clients?
Yes! Many of our insurance solutions are customisable to suit your clients’ specific needs.
6. Are your policies supported by reliable insurers?
Absolutely. We only partner with trusted insurers, such as Vero, to ensure your clients receive the best coverage and service.

Support
& services
1. What kind of support does Bind provide?
We offer robust customer support for both our SaaS platform and insurance policies. Our team is available to help with setup, troubleshooting, and ongoing assistance to ensure your success.
3. Do you offer training for the SaaS platform?
Yes, we provide full training for your team to ensure you get the most out of Bind SaaS. This includes live demonstrations and access to detailed tutorials.
2. How do I contact customer support?
You can reach us via email, phone, or our online contact form. Visit our Contact page for details.

Getting
started
1. How do I sign up for Bind SaaS?
Click the “Book a Demo” button on the SaaS page to get started. We’ll walk you through the platform and help you set it up for your brokerage.
3. Can I use both products together?
Yes! Many brokers use both our SaaS platform and insurance policies to streamline their operations and expand their offerings.
2. How do I access insurance policies?
Click the “Get a Quote” button on our website to explore our range of policies and find the right solutions for your clients.
4. Are there any long-term contracts?
We offer flexible options for both our SaaS platform and insurance policies. Contact us to discuss a plan that suits your needs.

Still have questions?
We’re here to help. Contact our team today to learn more about how Bind can transform your brokerage.