Everything your agency needs, in one place
Binder replaces the spreadsheets, sticky notes, and carrier portal tabs with a single system built around how agencies actually work.
See every deal, and exactly what to do next
A visual pipeline that moves with your agency. Track each prospect from first quote to bound policy, keep follow-ups on schedule, and always know where your revenue is coming from.
- Drag-and-drop stages tailored to your workflow
- Premium and line of business on every deal
- Never lose a follow-up with built-in reminders
- Forecast open premium in real time
Gather quote information securely, and look professional doing it
Send branded applications and intake forms your clients can finish in minutes. Submissions arrive encrypted and attached to the right record, and every one automatically creates a trackable opportunity on your pipeline.
- Customizable applications for any line of business
- Branded to your agency, not a generic web form
- Encrypted submissions, attached to the client automatically
- Every submission creates a tracked pipeline opportunity
Put your follow-ups on autopilot
Build a sequence once and let it run. Trigger a series of emails and timed waits off a pipeline stage, like onboarding a client the moment they close, and never miss a touchpoint again.
- Trigger sequences off pipeline stage changes
- Mix emails and wait steps to pace outreach naturally
- Prebuilt for onboarding, renewals, and win-backs
- Turn it on and let it run in the background
Every client request, tracked from open to resolved
Renewal reviews, policy changes, claims assistance, and one-off requests all land as tickets, not a scattered mess of emails and sticky notes. Categorized, prioritized, and linked straight to the account.
- Every request logged as a ticket, tied to the right account
- Categories for renewals, endorsements, claims, and more
- Urgent and overdue items surfaced automatically
- Tasks and notes keep the full history in one place
Know your numbers without the spreadsheet
Production, pipeline, and retention in dashboards you can actually read. Answer the questions you ask every week: what's closing, what's at risk, and where to spend your next hour.
- Production by line, carrier, and producer
- Pipeline forecasts and conversion rates
- Retention and renewal performance
- Exportable for your team and carriers
And the rest of the day-to-day
Client & policy records
One profile per client with every policy, coverage, document, and past conversation. Your whole team works from the same source of truth.
Automated outreach
Email and text sequences for quotes, cross-sells, and check-ins. Personalized, scheduled, and logged to the contact automatically.
Tasks & follow-ups
Assign work, set reminders, and see what's due across the team so commitments never fall through the cracks.
See it all working together
Bring your book over and put every feature above to work in minutes. No credit card, no setup fees.