Choosing the Right Plan
Bind Ultimate CRM Plans
Compare Plans at a Glance
Capability
Starter
Growth
Scale
Client & Insurance Lifecycle Management
Enquiries, Opportunities & Quoting
Policy Issuance, Servicing & Renewals
Complaints & Breaches Management
Tasks & Reminders Across Lifecycle
End-to-End Insurance Workflows
Automation & Task Triggers
Client Records, History & Documents
Governance & Compliance Controls
Foundational
Enhanced
Full
Reporting & Dashboards
Marketing & Client Engagement
Campaign Management
Integrations & Extensions
Foundational
Enhanced
Full
Deployment, Access & Usability
Built For High-Volume Operations
Integrations & Extensions
Individuals & Small Teams
Growing Teams
Large Operations
Product Support
Additional onboarding and support options may be available by arrangement.
Bind Ultimate CRM Plans
Compare Plans at a Glance
Starter
Individuals & Small Teams
Growth
Growing Teams
Scale
Large Operations
Additional onboarding and support options may be available by arrangement
Plan Overview
Starter
Growth
Scale
Choose Your Plan
Bind CRM – Starter
Ideal for: Insurance professionals seeking structure, visibility, and immediate efficiency, without unnecessary complexity.
Includes:
Best for: Individuals or small teams wanting a simple, scalable foundation.
Bind CRM – Growth
Popular
Ideal for: Insurance professionals managing increasing complexity and higher activity volumes.
Includes everything in Starter, plus:
Best for: Growing teams that need more control, consistency, and operational insight.
Bind CRM – Scale
Ideal for: Insurance professionals operating at scale with complex workflows and higher automation needs.
Includes everything in Growth, plus:
Best for: High-volume insurance operations requiring maximum flexibility, control, and scalability.
Which Plan Is Right for You
