The product

One workflow, from the first client message to a routed submission.

BindIQ runs the whole intake-to-quote motion for commercial brokers — the client chat, the ACORD 125, and multi-carrier routing — so nothing gets re-keyed and nothing falls through.

01 · INTAKE

A client chat that does the interview for you

BindIQ asks the right questions in plain English and adapts as it goes — the way a seasoned producer would, minus the 60-minute phone call.

Branching logic tuned per line of business
Works on any device, no account required
Every chat carries your agency’s brand
BindIQ AI client intake chat asking a commercial insurance applicant questions
02 · ACORD 125

The standard form, filled as they answer

Responses map straight onto the ACORD 125 in real time. Validation catches missing or conflicting data before it ever reaches a carrier.

Real-time field mapping and validation
Editable before you submit
Export or route without re-keying
BindIQ submission detail showing captured business data and multi-carrier routing in ACORD 125 format
03 · ROUTING

One submission, every market that fits

Choose the carriers that match the risk and submit to all of them at once — in the format each one expects. Track status from a single board.

Submit to 5+ carriers in one action
Live status per carrier
Appetite hints as you select markets
BindIQ submissions dashboard showing multiple client submissions with per-carrier status
Under the hood

Built for the way brokers actually work.

WL

White-labeled

Every client touchpoint carries your agency’s name and brand — not ours.

Renewal-ready

Prior submissions pre-fill next year’s intake, so renewals take minutes.

Validation built in

Catches gaps and conflicts before a submission ever reaches an underwriter.

🔒

Encryption in transit and at rest

Every agency’s submissions are isolated at the database level.

Team workflows

Assign, hand off, and track submissions across producers and CSRs.

API

Fits your stack

Connects to the AMS and carrier portals your agency already runs on.

See the whole workflow on your own book.

Try it free on your own book — 5 intakes, no credit card required.

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