Set it up once
Configure your brokerage in minutes. Every feature downstream knows who you are.
Import Your Prospect List
Upload your existing CSV or Excel pipeline. Auto-maps columns, flags duplicates by phone and business name, and lets you decide to merge, skip, or add — no more manual data entry to start prospecting.
Carrier & Commission Setup
Build your own carrier library with commission percentages per line of business. Set your master comp split for new business and renewals once — or override it per carrier. Configure broker fee splits independently or tie them to your comp split.
Tax & Financing Rates
Configure tax and monthly interest rates per line of business once. Quote emails auto-calculate full payment, monthly payments, three-pay and more — no calculator, no manual input, no potential errors.
Run your pipeline
Prospect, log, and follow up on autopilot.
Every lead from first call to bound policy in one place. Every log saved in under three seconds.
Prospect Pipeline Management
Every lead from first call to bound policy in one place. Build your own filter combinations — status, line of business, city, premium range, next follow-up. Search across names, phone numbers, emails, and notes.
Customize Email Templates
Send renewal questionnaires, renewal terms, and quote emails — all from inside Bindsi. Your client's premium and tax auto-fill. Monthly payment options auto-calculate from your configured rates per line of business. Customize templates for different lines of business. Opens in your existing email client (Gmail, Outlook, or anything else) with subject and body pre-filled. You review, you send.
One-Click Log
Inline popup with outcome, notes, and next action — logged in under three seconds. Auto-updates attempt count, last call date, and prospect status. Built for the broker grinding 75+ dials a day.
Global Call History
Every call, every outcome, every note — grouped by prospect, searchable, filterable by outcome and date range. Nothing to manually record.
Bind & track your book
Bind a policy once. My Book updates itself — with your commission rules, not ours.
One-Click Bind Workflow
Premium, carrier, line of business, billing type, effective and renewal dates, broker fee — one modal, live commission calculation as you type using your configured rates. Prospect moves to your book the moment you confirm. Renewal reminders are automatically scheduled on your calendar — years out, at your configured lead time.
My Book Dashboard
Every bound client, grouped by business. Bound premium, current premium (with endorsements), net endorsement change, total expected commission, and total clients — all auto-calculated the second you bind. Customizable sorting and filtering.
Multi-Line Business Accounts
Home, Auto, CGL, Umbrella, and more under one client. Add new lines with one click — contact info, address, and history auto-pull from the existing account. Total premium and total commission visible at a glance.
Endorsement Tracking
Mid-term changes handled properly. Choose your calculation method (pro-rated, full, or flat fee) and your rule for return premiums. Every commission calculation snapshotted at the time of entry — change your settings later without rewriting history.
Policy History
Every renewal archives the prior term's premium, commission, carrier, billing type, and every endorsement processed during that term. Year-over-year visibility into how each client has grown with you.
Reminders & tasks
Tedious broker work, automated — so you sell instead of schedule.
Mark a prospect Interested with a renewal date on Prospects, then work the auto-generated checklist on your dashboard Reminders — Get Risk Info, Send Quote, follow-ups, binding steps, and the full bind modal — without rebuilding a to-do list by hand.
Step 1
Log Interested on Prospects
Log a call as Interested, enter the renewal date and reminder lead time. Bindsi schedules Get Risk Info on your Calendar.
Prospects
Never miss a renewal
Renewals auto-scheduled for years in advance — with your lead times, your duration, and your rules.
When you bind a policy, Bindsi logs the renewal date and builds reminder events on your calendar using your lead time — so the renewal date and follow-up reminders appear without manual scheduling.
Calendar
Renewal date logged at bindPolicy bound · Apex Roofing Ltd
Renewal date logged: Jun 15, 2026 · CGL & Property · 60-day lead time
April 2026
June 2026
Auto-Generated Reminders
The moment you bind, reminders are generated automatically. 5 years default — 30-day lead time for personal lines, 60-day for commercial. Change either to fit your workflow.
Custom Lead Times
Defaults are just defaults. Set PL and CL lead times separately in Settings, or override duration per client at bind time.
Integrated Calendar
Follow-ups, reminders, and custom events — color-coded. Day, week, month, list views. Export to Outlook, Google, or any ICS calendar.
Auto-Logged Everything
Every call, quote, bind, and renewal — automatically creates the calendar entry and follow-up. You don't schedule unless you want to.
Scheduled renewal report by email
In Settings, subscribe to a scheduled summary of upcoming renewals. Set frequency and send day to fit your workflow, include clients and prospects, and receive the same formatted report in your inbox that Bindsi sends from the app.
Turn on Send renewal report emails in Settings and enter the address where reports should be delivered.
Renewal Report Email
Scheduled email summary of upcoming client and prospect renewals.
What each schedule includes
- Weekly — renewals in the next 7 days
- Bi-weekly — renewals in the next 14 days
- Monthly — all renewals in the current calendar month
- Every 2 months — renewals in this month and the next
Inbox
Bindsi Renewal Report — May 2026
Wed, May 1 · 8:00 AM
Hi Alex,
Here are your upcoming renewals for May 2026.
Clients (3)
| Client | Renewal | Line | Carrier | Premium |
|---|---|---|---|---|
| Apex Roofing Ltd | Jun 15, 2026 | CGL & Property | Wawanesa | $4,200 |
| Meridian Logistics Inc | May 28, 2026 | IRCA & Fleet | Intact | $12,500 |
| Lakeside Dental | May 12, 2026 | E&O | Aviva | $8,100 |
Prospects (3)
| Prospect | Renewal | Type |
|---|---|---|
| Summit HVAC Services | Jun 3, 2026 | Commercial |
| Coastal Bistro Ltd | May 2026 | Commercial |
| Northgate Auto Repair | May 22, 2026 | Commercial |
Open Renewals in Bindsi
Manage report settings in Bindsi → Settings.
Production
Track what you've placed — goals update the moment you bind.
Every bind, endorsement, and completed renewal rolls into a filterable production log with premium and commission totals. Set daily, weekly, monthly, quarterly, biannual, or annual goals by line type and watch progress against binds, endorsement changes, and renewal premium in real time.
Production
This MonthNew Business Goal
This month · before bind64% of goal
70% of goal
Risk appetite
Risk Appetite Database
Know who writes what, by sector and industry — with carrier contacts, minimum premiums, and live bind counts. Prospects, My Book, and Appetites share one commercial taxonomy, with fully customizable sectors and industries.
AI classifies imported prospect lists to match your database; each bind updates who actually places your risks.
Wawanesa
sarah@wawanesa.com
Min premium
$2,500
Bound policies
2
Northbridge
mike@northbridge.ca
Min premium
$1,800
Bound policies
1
Aviva
sales@aviva.ca
Min premium
$1,500
Bound policies
—
AI prospect mapping
Upload a CSV or Excel list and AI matches your columns, then assigns sector and industry from your customizable taxonomy — messy spreadsheets become structured pipeline rows that connect to your carrier database.
Contacts & minimums
Store underwriter emails, phones, and minimum premiums per carrier — your playbook when a prospect calls, not a scattered contact list.
Live bind counts
Bound-policy counts increment when you place business in My Book — proof of who really writes your risks over time.
See the numbers
Your performance, your goals, your commissions — visible the moment they happen.
Charts, conversion rates, and goals use the same metrics, colors, and overlays as the app — updated the moment you bind Apex Roofing Ltd.
Toggle metrics
Toggle Metrics
Total Dials
76
Month
Contacts Made
29
Month
Quotes Sent
5
Month
Policies Bound
2
Month
Toggle Conversion Rates
Dial-to-Contact Rate
38.2%
Month
Contact-to-Quote Rate
17.2%
Month
Quote-to-Bind Ratio
40.0%
Month
Dials-to-Bind Conversion
2.6%
Month
How it fits
Bindsi isn't your BMS. It isn't a generic CRM. It isn't a spreadsheet.
Different from the tools you're already using — on purpose.
| BMSBMS / AMS | CRMGeneric CRM | SheetSpreadsheet | Bindsi | |
|---|---|---|---|---|
| Servicing & accounting | — | — | — | |
| Carrier downloads | — | — | — | |
| Prospecting | — | part.partial | ||
| Insurance-specific data model | — | — | ||
| Endorsement commissions | — | part.partial | ||
| Renewal triage | part.partial | — | — | |
| Automated reminders & tasks | — | part.partial | — | |
| Risk appetite by sector | — | — | — | |
| Production log & goals | — | — | part.partial | |
| Producer-personal stats | — | — | — | |
| Mobile-first design | — | part.partial | — | |
| Built for selling | — | — | — |
Bindsi doesn't replace your BMS. It runs the sales side your BMS was never built for.