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Bindsi
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Built for Commercial Insurance Brokers

The #1 Commercial Insurance Workflow Tool with Built-In CRM

Built by Brokers, for Brokers.

The commercial insurance CRM built by brokers who got tired of spreadsheets.

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Everything a broker needs. Nothing you don't.

Purpose-built for commercial insurance — not adapted from a generic CRM.

Every default is just a starting point. Cadences, reminders, templates, commission rules — all yours to customize.

Set It Up Once

Import your list, configure carriers, commissions, and templates — then never enter that data again.

Run Your Pipeline

Prospects, call logging, follow-ups, and cadences — all automated on your rules.

Bind & Track Your Book

One-click bind, multi-line business accounts, endorsement tracking, and full policy history.

Never Miss a Renewal

Auto-generated renewal reminders, custom lead times, fully integrated calendar.

See the Numbers

Live book value, net commissions, broker-specific stats, and custom goals.

SET IT UP ONCE

Configure your brokerage in minutes. Every feature downstream knows who you are, who you write for, and how you get paid.

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.

Endorsement Commission Method

Choose how endorsement commissions calculate: pro-rated on remaining term, full commission on the change, or a flat fee per endorsement. Switch methods anytime. Decide whether return premiums generate commission — your rule, not ours.

Email Signature & Templates

Pre-built Direct Bill and Agency Bill quote templates with dynamic tokens — or write your own from scratch. Save your email signature once. Every broker's setup is their own.

RUN YOUR PIPELINE

Prospect, log calls, and follow up on autopilot — in your cadence, not someone else's.

Prospect Pipeline Management

Every lead from first call to bound policy in one place. Build your own filter combinations — status, industry, city, premium range, next follow-up. Search across business names, phone numbers, emails, and notes.

One-Click Call Logger

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 75+ dials a day.

Follow-Up Cadences — Yours to Build

Default fires at day 2, 5, 10, and 20 after you send a quote, alternating call and email. Build your own cadences per prospect type, per line of business, or per lead temperature. Every step lands on your calendar automatically.

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. Your book of business 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.

Book of Business 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

Auto, CGL, Umbrella, and more under one business. 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.

NEVER MISS A RENEWAL

Renewals auto-scheduled for years in advance — with your lead times, your duration, and your rules.

Auto-Generated Renewal Reminders

The moment you bind, renewal reminders are generated automatically. Default is 5 years of reminders with a 60-day lead time — change either to whatever fits your workflow. Every reminder lands on your calendar flagged with the questionnaire requirement.

Custom Lead Times & Duration

Default 60-day lead time and 5-year duration are just defaults. Set your own lead time per preference. Change the reminder duration per client at bind time. Every broker's workflow is different — the app follows yours.

Fully Integrated Calendar

Follow-up calls, follow-up emails, renewal reminders, and custom events — all color-coded by type. Day, three-day, work week, week, month, and list views. Export to Outlook, Google, or any ICS-compatible calendar.

Auto-Logged Everything

Every call, every quote sent, every bind, every renewal — automatically creates the calendar entry, the follow-up, or the reminder based on your configuration. You don't schedule anything manually unless you want to.

SEE THE NUMBERS

Your performance, your goals, your commissions — the metrics that matter to you, visible the moment they happen.

Total Book Value & Net Commissions

Auto-calculated summary cards at the top of your book and dashboard: total bound premium, current premium with endorsements, net endorsement change, total expected commission, total clients. Every number live.

Broker Stats & Custom Goals

Fourteen broker-specific metrics: dial-to-contact rate, contact-to-quote rate, quote-to-bind ratio, $ per dial, revenue per hour, average premium per bind, open opportunities, and more. Set your own goals per metric, overlay your targets on the chart, track progress on your timeframe (weekly, monthly, quarterly, annual).

Email Templates with Dynamic Tokens

Use the pre-built templates or build your own. Dynamic tokens auto-populate business name, premium amounts, client code, effective and renewal dates. Your signature appended automatically. Opens in your preferred mail client (Outlook, Gmail, or default).

Coming Soon

AI Document Filler

Upload a quote PDF or ACORD form. AI extracts the data. You review what's highlighted, correct anything off, and generate filled templates in seconds — using your own template library.

See it in action

Watch how Bindsi fits into your daily workflow.

Video coming soon

Full Platform Walkthrough

Video coming soon

AI Doc Filler in Action

Simple, honest pricing

Start free. Upgrade when you're ready.

Free

$0/month
  • Full pipeline, book of business, and calendar
  • Commission and endorsement tracking
  • Policy history and renewal reminders
  • 1 AI doc fill / 5 call logs per month (when beta ends)
  • Cancel anytime
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Premium

$__/month

Price TBD

  • Everything in Free
  • Unlimited AI doc fills and call logs
  • Priority support
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Testimonials from beta brokers will appear here after launch.