Whether you are looking to register a new account or manage a complex renewal, our resources are designed to get you the information you need quickly and succinctly.
Policy Administration & Changes
Locate the bound policy in the 'All Transactions' tab.
Click on the ellipses for transaction options.
Input the required information and 'Submit'
Open the active or live quotation within the dashboard.
“Edit” the quote and select the red pen icon.
Adjust the start and end dates as required.
Submit on the “Insurance Required” tab.
If policy is bound: Locate the bound policy in the ‘All Transactions’ tab, Click on the three dots next to it, and then select the “extend / Reduce” Option.
Input the required information and ‘Submit’
If quotation: Locate the quote in within the dashboard.
Click on the ellipses and select “edit”
Alter the period, save and submit on the Insurance Required tab.
If the period length' is the same the quote will update without referral.
An Interested Party (Principal & Lessor) can be included in a quotation and via Endorsement for existing bound policies.
Once bound, bindIT will generate a standard generic CoC but will also issue a separate CoC for each interested party noted.
These CoC's will generate automatically and be included within the suite of policy docs.
Additional Insured Names can be included in a quotation and via Endorsement for existing bound policies.
Once the endorsement is initiated, you will have the option to add the new names to the policy.
Locate the bound policy in the 'All Transactions' tab.
Click on the ellipses for transaction options, input the required information and 'Submit'
Client & Quotation Tools
BindIT allows you to send your client an interactive online proposal form so they can enter their own details. Simply click on the 'Send A Link' button.
Select product type and enter the insured's business name.
Click 'Create' to generate the secure proposal form.
Copy the link and email the one-off link to your client.
The client completes the form, agrees to Duty of Disclosure, and submits when it's completed.
BindIT will automatically notify you once your client has completed the form. You will be prompted to review the information and submit it to Berkley Insurance Australia for a quotation.
Type 'other' and select it from the drop down menu. Free type the description. Use of "Other" will refer in order for the underwriter to review the detail prior to terms.
The % are purely for rating purposes. We are rating this as Services to Agriculture but using 1% to get the 'Free Type Descriptor' inputted which will appear on documentation.
Add Comments and/or attach documents under Other Underwriting Information for underwriter review. Including Other Underwriting Information will refer the request.
Select Quick Quote
Choose primary product type (ie Public Liability)
Enter Insured Name and underwriting information
Tick Additional Quotes (optional) for indications of other coverage types we offer this occupation
Hit "Calculate" to see indicative pricing
When you select "Create" quote, BindIT will take you through the quote screens for your primary product.
Your other indicative quotes are saved in "Not Submitted" awaiting your review.
Financial & Compliance
bindIT will indicate if Stamp Duty exemption may apply based on the data entered. This is not a confirmation of entitlement. It remains Insured's responsibility to ensure exemption entitlement if seeking to apply.
If seeking Stamp Duty exemption by virtue of Registered Charity. We will require the provision of the Registered Charity Exemption Form to be attached. This will refer for underwriter review.
Click on your name in the top right corner and select 'Switch Brokerage'. You will be redirected to a new window where you can choose the ledger you wish to access and click 'Continue'.
Locate the bound policy in the 'All Transactions' tab. If policy is under a different brokers name, filter for broker name. Click on the three dots next to it, and then select the "Claims Experience" option. The Claims Experience report will then be created for you to review, save and/or print.
A file with these features will be downloaded.
Technical & User Support
Locate the account in the All Transaction tab. Click the arrows to 'Expand' the account.
For each transaction undertaken during the current period there will be a 'View' icon. In this example we see the original bound policy followed by an endorsement.
For each transaction you can enter the View screen and download the specific documents for that transaction.
Due to restrictions brokers may have on their IT systems / networks, we offer 3 different methods of obtaining documents one of which will work for all brokers.
Download documents in a file which you can then save to your network, broking system etc.
Requesting emailed documents (expect delivery to your registered email address in approx 10 mins).
Download individual PDF documents.
F12 on keyboard
Right click over 'refresh' icon
Empty Cache & Hard Reload
In 'All Transactions' filter here to locate a colleague's full transaction history including all open and closed transactions. Use 'All Brokers' to load all transactions for your brokerage.
Locate the policy. Click on the three dots next to it, and then select the 'Internal transfer' option.
Select the appropriate broker and transfer.
Before you start
You know the email address used for your bindIT login
You have access to your email inbox
You have your mobile phone available (recommended)
Open the password reset email and create your new password
Step 2: Set up extra security (MFA)
Choose one verification method when prompted:
Auth0 Guardian app (recommended)
Authenticator app (Google or Microsoft)
SMS verification
Security key
Contact Us
Whether you need to discuss a unique risk with a market-facing underwriter or need guidance from our 100% onshore claims team, our local experts are ready to help.
