BindSignal
Distribution execution visibility for MGAs

Know which broker opportunities your team is missing — and why.

BindSignal shows you which opportunities matter. And whether your team acted on them.

In a 4-week pilot, BindSignal identified 27 high-intent broker threads that were not being prioritised. 9 converted to submissions. 4 to binds.

Microsoft 365 only  ·  No workflow changes  ·  Not a CRM replacement

See where your team is missing opportunities
From BindSignal Weekly Digest
Date Mon 17 Mar, 07:00
This week: 3 opportunities your team hasn't followed up
Act Now
Meridian Specialty
Bind instruction received · Quote sent 4 days ago · 3 contacts active this week
→ Confirm bind before end of week
Priority
Atlas Commercial
Submission activity +40% vs 4-week baseline · First quote request this month
→ Follow up on outstanding submission
Harlow Insurance
Renewal thread reopened after 3 weeks quiet · Rising 2 of last 3 weeks
→ Contact before renewal date
Monitor
Vantage Risk Partners
Quote request pattern emerging · No prior week history — watch for continuation
Distribution leaders don't lack data. They lack visibility into execution quality.

A typical MGA carries 60 to 100 active broker relationships across multiple underwriters. Bind signals arrive in one inbox. Renewal threads run through another. Quote requests land with whoever picks up email that day.

Missed follow-ups Slow response windows Mis-prioritised conversations False confidence in team performance

All of that activity is already there — in the threads, the subject lines, the sender domains. But without a structured view across inboxes, it never becomes a decision. The broker who called on Friday gets Monday's attention. The one who sent bind intent on Tuesday — or reopened a renewal thread after six weeks quiet — often doesn't.

High-intent broker activity is not being followed up — every week.

The response that came four days late looks identical to the one that came the same afternoon. Neither your CRM nor your inbox tells you which was which.

Most teams find the gap is wider than expected.

An opportunity appeared.
What happened next?

Most distribution leaders can tell you what signals their team received. Very few can tell you what their team did about them.

Was it acted on?
Most teams don't know. Between "email arrived" and "submission received," there is no record of what happened.
Which conversations saw follow-up activity?
If contact spans multiple underwriters, visibility is diffuse. Email shows where threads stayed active — and where they went quiet.
How fast?
A broker signals bind intent on Tuesday. The reply comes Friday. In your CRM, both threads look identical.
Which progressed toward submission or bind?
Outcome is only visible after the fact — and the connection between signal and result is rarely made while there's still time to act.
Your team may not be acting on the right signals as fast as you think. Most teams find the gap is wider than expected.

Opportunities identified.
Execution gaps visible.

In a 4-week pilot, BindSignal identified 27 broker threads with active submission or bind intent that showed no clear follow-up activity. The conversations were there. The response wasn't.

27
high-intent broker threads identified with no clear follow-up activity
9
converted to submissions during the pilot period
4
progressed to bind
Before BindSignal

200+ emails across 9 underwriter inboxes. No structured view. No visibility into which signals saw follow-up — or which conversations were at risk of going cold.

After BindSignal

Clear view of which opportunities were prioritised, which conversations stayed active, and which progressed toward submission or bind — before the week's decisions are made.

Four steps.
One accountability loop.

01

Inboxes connected

Your underwriters' Microsoft 365 email activity is read weekly. No manual input. No changes to how anyone works.

02

Opportunities separated from noise

System mail, internal threads, and low-intent contacts are filtered out. Only commercial-intent conversations — submissions, bind signals, renewal threads — are surfaced.

03

Prioritisation ranked with follow-up visibility

Opportunities are ranked by commercial readiness. Activity patterns across threads — response recency, engagement depth, signal progression — are visible alongside priority. So you see not just who matters, but whether your team is engaged.

04

Accountability delivered Monday morning

One email, before the week starts. Ranked opportunities with follow-up activity signals and suggested next actions. The digest is the mechanism. Execution visibility is the product.

BindSignal is not a CRM. It does not replace your workflow.

It shows whether your workflow is working.

Your team already receives opportunities. Your CRM already tracks what closes. BindSignal sits between those two points — surfacing the question neither system answers: are the right conversations getting the right attention, fast enough?

Delivery is an email.
The product is execution visibility.

The digest is how you receive the data. Every Monday, your distribution leaders see which opportunities were prioritised, which had follow-up activity, and which are at risk of going cold — before the week's decisions are made.

BindSignal Weekly Digest — week of 17 Mar 2025
From BindSignal <digest@bindsignal.com>
To Your underwriting team
Date Monday, 17 March 2025, 07:00
BindSignal — Week of 17 Mar  ·  4 brokers to prioritise  ·  2 needing follow-up
Act Now
Meridian Specialty
Bind instruction received this week. Quote sent 4 days ago. Three team contacts active in the last 7 days. Markedly more active than any point in the last month.
→ Confirm bind before end of week
Priority
Atlas Commercial
Submission activity well above the 4-week baseline. First quote request of the month. Two-way thread across three inboxes this week — unusual for this broker.
→ Follow up on outstanding submission
Harlow Insurance
Renewal thread reopened after 3 weeks quiet. Two inbound messages this week. Rising 2 of the last 3 weeks — momentum building after a slow spell.
→ Contact before renewal date
Monitor
Vantage Risk Partners
Early signals. Quote request pattern emerging. No prior week history — watch for continuation before elevating.

The same data.
Different accountability questions.

BindSignal surfaces one view. What each role asks of it reflects their accountability.

CEO / Owner

Know whether your distribution is performing — not just appearing active.

Activity in the CRM looks like progress. BindSignal shows whether the right conversations saw the right attention — before the premium went elsewhere. Commercial evidence, not pipeline counts.

Head of Distribution

Know whether your team acted on last week's priorities — and which conversations went cold.

Stop assuming the signal was followed up. See which threads stayed active, which went quiet, and where response windows are narrowing — before the next Monday review.

CUO / Underwriting Lead

Surface which broker conversations saw follow-up activity — and which didn't.

Prioritisation decisions should follow commercial evidence. BindSignal shows which conversations received engagement and which have gone quiet — so time goes where it converts.

Low-risk. No workflow changes.
Execution visibility in 4 weeks.

Connect 2–3 underwriter inboxes. Receive a weekly accountability digest each Monday. No integration, no software deployment, no changes to how your team works.

After two weeks, you'll see which broker threads generated real commercial activity — and whether your team's follow-up matched the signal. Most find the gap is wider than expected.

Price
£500 / $750
Fixed fee for the full pilot period. UK and US.
Duration
4 weeks
Including setup and end-of-pilot debrief.
Inboxes
2–10
Start with 2–3 underwriter inboxes. Scale from there.
What you need
Microsoft 365 admin access
That's it. No integrations. No software deployment.

What you get

  • Weekly digest every Monday — ranked opportunities, follow-up activity signals, and suggested next actions
  • Response pattern visibility across connected inboxes — which conversations stayed active, which went quiet, and when
  • End-of-pilot debrief — which threads were missed, which progressed, and where execution fell short
  • If BindSignal isn't right for your operation after week one, we'll say so
See where your team is missing opportunities

From baseline to execution visibility
by week three.

Week 1

Baseline

BindSignal maps existing activity across your connected inboxes. No ranking yet — this week establishes the baseline everything else is measured against.

Week 2

First digest

Your first BindSignal digest arrives. You'll see which brokers generated real commercial activity — and whether your team's follow-up matched the signal.

Week 3

Execution rhythm

Week-on-week follow-up patterns become visible. Prioritisation shifts from reactive to structured — and execution gaps surface before they cost premium.

Cleared through standard
Microsoft consent.

BindSignal connects to your Microsoft 365 environment via standard Microsoft app consent — the same process your IT team approves routinely. It reads email metadata only. Not message content, not attachments, not body text.

Each organisation's data is handled in complete isolation. There is no cross-tenant data, no persistent storage of message content, and no shared infrastructure between clients.

Right for one type of team.
Not every MGA.

Good fit
  • Volume-focused MGAs with 30+ active brokers
  • Distribution teams running on Microsoft 365
  • Inbox-driven workflows where broker contact comes through email
  • Teams who want weekly prioritisation without changing existing systems
  • Operators who want commercial decisions driven by evidence, not gut feel
  • Teams where execution quality matters as much as opportunity volume
  • Leaders who want to know whether their team acted on the signals — not just whether they received them
Not a fit
  • Low-volume, high-value environments where every account is hand-managed
  • Teams with little to no inbox-based broker activity
  • Businesses looking for CRM, pipeline analytics, or workflow automation
  • Teams not yet using Microsoft 365 across distribution
  • Teams looking for insight without visibility into whether that insight is being acted on

Find out whether your team is acting on the opportunities already in front of them.

Share your work email and we'll confirm fit. If BindSignal isn't right for your operation, we'll say so.

Takes less than 2 minutes. No commitment.
We confirm fit before any pilot begins.