What's new in Bindly

Intake replies now stream word by word instead of arriving all at once after a long pause, with a Stop control while a reply is writing. While the engine works, the chat narrates what it's doing (reading your answer, updating your forms) instead of showing silent dots.

The intake shows a live progress bar plus a collapsible "Still needed" list grouped by topic, so you always know how much is left. Multi-choice questions render as tappable chips, so you can answer without typing.

The form catalog renders about 6x faster, every app page is lighter, and navigation between pages is near-instant. Money and numbers across the review surfaces now format properly ($720,000, Yes/No).

Accepting an invite now joins your team's existing workspace directly instead of creating a stray personal one first.

Connect your Coterie appointment and get live BOP, GL, and Professional quotes during a fill session, with a compliance card and an explicit market tile.

Pro plans can now upload their own PDF forms to the catalog, not just Premium. E-sign send dialogs also let you edit the signer and producer names before sending.

Optionally set a passcode on an insured's application link, so only the person you sent it to can open it.

Every outbound submission, sent or failed, is recorded on the session with recipients, forms attached, and the provider's message reference. Partially-filled forms now default to unchecked in the send dialog so a sparse form never rides along unnoticed.

Renew any completed session and the new intake opens pre-seeded with last year's answers, asks only what changed, and always re-confirms the coverage-critical figures. Term-specific data (dates, policy numbers, premiums) starts fresh.

Import schedules from a spreadsheet or PDF (or paste straight from Excel), edit them in a table, and they fill the matching ACORD schedule pages. VINs decode automatically to year, make, and model.

Get signed webhook events (session completed, submission sent, e-sign completed) at your own endpoint, or wire Bindly into 6,000+ tools with the Zapier integration, including creating sessions from your own systems.

The intake now catches contradictions (like payroll with zero employees) and asks a clarifying question live. Anything left unresolved lands as a review flag on the session for the broker to resolve or dismiss.

Save a market's carrier legal name and NAIC code, and Bindly stamps the ACORD carrier blocks on the copies attached to that market's email; your session forms stay carrier-neutral.

Insureds can attach dec pages, loss runs, or prior applications right in their chat, and Bindly reads them into the intake automatically.