It writes to the record
An email thread, a call, or a calendar appointment lands on the household it belongs to, without anyone filing it.
Integrations
Connected to the tools already on the desk.
BindIQ talks to the email, calendar, phone, accounting, and AI systems the agency already pays for. No migration project, and no second system anyone has to keep in sync by hand.
Connected contextLakeshore Insurance Group
01Email threadrecord
02Calendar appointmentrecord
03Phone callrecord
BindIQ is pre-launch. Integrations are listed here with what each one does; they become available as the platform rolls out. Ask us where any specific connection stands today.
The directory
The tools stay where the agency already works.
Email and calendar
Microsoft 365Sign in with the agency's existing Microsoft account and keep documents where staff already look for them.
Microsoft OutlookClient email threads attach themselves to the household record instead of living in one producer's inbox.
Microsoft CalendarProducer availability and appointments stay in sync both ways.
GmailThe same thread capture for agencies running Google instead of Microsoft.
Google WorkspaceSingle sign-on and shared document storage.
Google CalendarTwo-way appointment sync for producers on Google.
Communications
TwilioThe phone layer underneath AI texting, voice, and the dialer, with per-number routing.
SendGridEmail delivery for renewal notices, payment reminders, and campaigns.
ZoomRemote policy reviews and renewal calls, with the summary written back to the record.
Accounting
QuickBooksCommission and agency-bill accounting reconciled against the book of record.
AI models
AnthropicOne of the model providers behind AI texting, call summaries, and drafting.
OpenAIAn alternative model provider, so an agency is not locked to one vendor.
Why it matters
Nobody is switching email providers to buy a rater.
Agency software has a habit of asking you to move everything before it does anything. BindIQ takes the opposite position: connect to what is already working and earn the right to replace it later, if ever.
The record is the thing that has to be unified. The inbox, the calendar, and the phone can stay exactly where they are.
The connection
A connection is not a logo on a page.
It reads from the record
Renewal dates, payment status, and coverage drive what gets sent and when.
It respects consent
Outbound channels check the consent record before anything goes out.
One more connection
Do not see the one you run on?
Tell us what the agency actually uses. The integration list is driven by what launch agencies need, not by what is easiest to build.
Request a demoSee it on your own book.
Bring a handful of your policies and a state you write in. We will walk through rating, the record, and the renewal list.
Request a demo