BindPilot Documentation

Welcome to the BindPilot documentation. This guide covers setup, core features, integrations, automation, billing, and compliance.

Start Here

New to BindPilot? Start with the Quick Start Guide — get up and running in 15 minutes.

Already set up? Jump to Core Features to explore what BindPilot can do.

Documentation Sections

Getting Started

• Quick Start — 15-minute setup
• Account Setup — Configure your agency profile
• Team Invites — Add team members and manage permissions
• Onboarding Wizard — Complete setup walkthrough

Core Features

• Comparative Quoting — Shop multiple carriers instantly
• Carriers & Appointments — Manage your carrier roster
• Renewals — Automate renewal shopping and proposals
• Proposals — Generate branded proposals
• ACORD Forms — Auto-populate form submissions
• Commissions — Track and reconcile earnings
• Client Management — Organize household and commercial accounts
• Sales Pipeline — CRM and prospect tracking

Integrations

• API Overview — REST API reference
• AMS Integrations — Sync from AMS360, Epic, HawkSoft
• Carrier Raters — Direct carrier rating APIs
• Stripe Billing — Subscription management
• Webhooks — Real-time event notifications
• CSV Import/Export — Bulk data operations

Agents (Autopilots)

• Agent Overview — Understand autonomous agents
• Quoting Agent — Intelligent quote ranking
• Renewal Agent — Auto-shop and auto-propose renewals
• Client Service Agent — Handle COI requests
• New Business Agent — Lead triage and qualification (coming Q2)
• Retention Agent — Flight-risk scoring (coming Q2)
• Customize Agents — Tune agent behavior
• Agent Health — Monitor agent performance

Account & Billing

• Plans & Pricing — Available plans and costs
• Upgrade/Downgrade — Change your plan
• Billing History — View invoices and payments
• Cancel Account — Pause or cancel subscription

Troubleshooting & Support

• Common Issues — FAQ and troubleshooting
• Contact Support — Reach our team
• System Status — Check platform health

Security & Compliance

• SOC 2 Compliance — Security certifications
• Data Handling — How we protect your data
• PII & Encryption — Encryption standards
• Backup & Recovery — Data backup procedures
• State Regulations — Insurance DOI compliance

Key Concepts

Autopilots vs. Copilots

BindPilot's agents are autopilots — they act on your behalf autonomously, then notify you for review. This is different from copilots, which assist you but require your decision.

Example: The Renewal Agent auto-shops an expiring policy, generates a proposal, and emails it to your client. You review the outcome and approve any issues. (Autopilot.)

Comparative Quoting

BindPilot's core feature — generate quotes from all your appointed carriers for a single risk in 30–60 seconds. Compare premiums, coverage, and fit side-by-side.

Carrier Appointments

You control which carriers BindPilot quotes, commission splits, underwriting appetite, and renewal timing. BindPilot respects your appointment structure.

Production-Ready

BindPilot is designed for real agencies with real clients. Everything is audit-ready, compliant, and secure.

Quick Links

• Status Page: https://status.bindpilot.ai
• Support Email: support@bindpilot.ai
• Security Issues: compliance@bindpilot.ai

Need Help?

1. Search the docs — Use Ctrl+F (or Cmd+F) to search this documentation
2. Check Common Issues — Most questions answered
3. Contact Support — Email our team
4. Check System Status — Is BindPilot down?

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