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How Bindly works

How Bindly works

One link. Three steps. A complete submission.

Pick the forms, invite the insured, and review the result. Bindly handles the repetitive parts in between.

Choose your forms

Start with any form in Bindly's 3,000+ form library, or upload the ACORDs and supplements your agency already uses.

Send one link

Your insured opens a branded link from an email or text and answers a short interview. No app, no account, no giant questionnaire.

Review, sign, and send

Bindly fills the packet and flags anything that needs attention. You edit, approve, collect e-signature, and send on your timeline.

Built for insurance

More than a form filler.

Bindly reads the forms, finds the gaps, and asks the shortest sensible set of questions to complete the entire submission.

Field extraction

Reads the forms you already use.

Drop in an ACORD or carrier supplement. Bindly maps the fields and understands how the form is organized, without a manual template build.

ACORD 125, COMMERCIAL APPLICATION
Extracted
Named InsuredAtlas Logistics LLC
FEIN82-4419023
Mailing Address412 Harbor St, Oakland CA
Annual Revenue$4.2M
Cross-form intelligence

Carries every answer across the packet.

When the insured says it once, Bindly puts it everywhere it belongs across the ACORDs and supplements in the submission.

Answer
Atlas Logistics
Asked once
ACORD 125
ACORD 126
Chubb Suppl.
Travelers GL
Schema awareness

Asks follow-ups only when they apply.

Bindly follows each form's conditional logic in real time, opening the sections that matter and skipping the ones that do not.

Has prior losses?YESLoss runs (5yr)NOSkip section IV· branches not loaded
Conditional fields unlocked in real time
Question planning

Builds the shortest complete intake.

Before the interview begins, Bindly finds what is already known, what is missing, and the clearest order to ask for the rest.

Question plan · 6 of 47 needed
1
Confirm legal entity & FEIN
2
Operations & class of business
3
Revenue, payroll, locations
4
Loss history (auto-skipped, no prior)
5
Drivers (fleet question = no)
6
GL exposures + cyber supplement
41 questions skipped, already known or not applicable.

Review · sign · send

The broker is always the final approval.

Every field stays editable. Review the source answers, fix anything you want, and collect the insured's e-signature before the packet goes anywhere.

Broker review
Named InsuredAtlas Logistics LLC
Annual Revenue$4.2M
Effective Date07/01/2026
Class Code8742
Signature
Signed by insured
E-signature is built in. The insured signs in the same conversation, no DocuSign hand-off, no chasing PDFs.

Working demo

Bring the packet that wastes your team’s time.

We will use your ACORDs and supplements to show exactly how Bindly turns repeated questions and follow-up into one clean insured interview.

  • See the insured and broker experience from start to finish.
  • Watch one answer carry across the full packet.
  • Leave knowing where Bindly fits and what it costs.

Your packet

not a canned sample

3,000+

ready forms

0

insured logins

Book your demo

Show us what you want fixed.

We will tailor the session to your packet, process, and team. No canned sales tour.

Next: choose a time on our calendar. Your information is used only to arrange the demo.