Common questions about BindSignal.

BindSignal is a distribution execution visibility tool for Managing General Agents (MGAs). It reads email metadata across underwriter inboxes on Microsoft 365, classifies broker and producer conversations by commercial intent, and delivers a ranked weekly digest every Monday showing which opportunities your team acted on — and which went cold.

It is not a CRM, a workflow tool, or a communication platform. It answers one question your existing systems cannot: are the right producer conversations getting the right attention fast enough?

A CRM records what closes. BindSignal shows what happens in the gap between inbound broker signal and CRM outcome — specifically, whether the right conversations are getting the right attention fast enough.

Your CRM cannot tell you whether a bind instruction that arrived on Tuesday was followed up the same day or four days later. BindSignal can. It does not replace your CRM; it surfaces the question your CRM never answers: did the signal get acted on while there was still time?

BindSignal places every active producer into one of three tiers each week:

• ACT NOW — active high-intent signals (bind instructions, confirmed submissions) with strong bidirectional engagement. Response is time-critical this week.
• PRIORITY — significant commercial activity above the 4-week baseline. Rising submission threads, first quote requests of the month, or renewal threads reopening after silence. Follow-up within the week matters.
• MONITOR — early or emerging signals worth watching. Not yet ready for immediate action, but worth tracking before they escalate or go cold.

Each producer domain is scored weekly using a Composite Opportunity Score (COS) that combines:

• Intent weight — bind instructions score highest; general activity scores lowest
• Engagement depth — thread count, two-way activity, and presence across multiple inboxes
• Recency — how recently the commercial signal appeared
• Trend delta — current week intent versus a four-week rolling baseline

The score is recalculated fresh each week from live email metadata. There is no manual input and no human judgement in the ranking.

The digest is a plain email delivered every Monday morning. Each producer appears under its tier with a summary of the commercial signals seen that week, how that compares to their four-week baseline, and a suggested next action — for example, "Confirm bind before end of week" or "Follow up on outstanding submission".

There are no dashboards, no logins, and no apps to open. The digest is the product. Execution visibility is the outcome.

BindSignal reads email metadata only — sender domain, recipient, thread ID, timestamp, and subject line. It does not read message body content, attachments, or personal data beyond what is in the email header.

Access is read-only, granted via standard Microsoft 365 app consent. No message content is ever read or stored.

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

BindSignal is hosted on Microsoft Azure. The connection to your Microsoft 365 environment uses the same security model as any other Microsoft-approved third-party integration your IT team would recognise.

BindSignal connects via the Microsoft Graph API using standard organisational app consent — a Microsoft 365 Global Administrator (or an admin with appropriate delegated permissions) grants the application read access to the specified mailboxes.

There is no software to install, no agents to deploy, and no changes to how underwriters work. The consent process typically takes under 10 minutes.

Minimal. A Microsoft 365 Global Administrator needs to approve the app consent — a standard Microsoft process that typically takes less than 10 minutes. No infrastructure changes, integrations, or software deployments are required before or after.

BindSignal is designed for volume-focused MGAs with 30 or more active producer relationships, where distribution runs primarily through Microsoft 365 email. It works best when:

• Broker contact comes through underwriter inboxes
• Multiple underwriters share distribution responsibility across inboxes
• Execution quality — not just opportunity volume — is a commercial priority
• Distribution leaders want structured weekly visibility without adding new systems

It is not suited to low-volume, high-touch environments where every account is individually managed, or to teams where broker activity does not flow through email.

Setup typically takes less than one business day from app consent to first data read. Week one is a baseline week — BindSignal maps existing activity without generating a ranked digest. From week two onwards, ranked digests arrive every Monday morning.

If you start the pilot on a Monday, your first ranked digest arrives the following Monday.

Yes. BindSignal does not integrate with, replace, or require changes to any existing CRM or workflow tool. It reads email metadata independently and delivers a digest by email. Your team continues using whatever systems they currently use.

BindSignal sits upstream of those systems — surfacing which conversations deserve attention before they enter your CRM pipeline.

BindSignal improves GTM execution quality by making the execution gap visible. Most MGAs have a sound distribution strategy but limited visibility into whether it is being executed consistently.

High-intent producer signals are missed not because of strategy failures but because of operational ones — slow response windows, inbox fragmentation across multiple underwriters, and the absence of a structured weekly prioritisation mechanism. BindSignal addresses all three without requiring any process change from your team.

The pilot is a fixed fee of £500 (approximately $750 USD) for four weeks, covering 2 to 10 underwriter inboxes. It includes:

• Setup and Microsoft 365 app consent guidance
• Four weekly Monday digests — ranked producer opportunities with follow-up signals and suggested next actions
• Response pattern visibility across connected inboxes
• End-of-pilot debrief — which threads were missed, which progressed, and where execution fell short

If BindSignal is not the right fit for your operation after week one, we will say so.

At the end of the four-week pilot we conduct a debrief — reviewing which producer threads showed execution gaps, which opportunities progressed, and what the data suggests about your team's prioritisation patterns.

If BindSignal is a fit, we discuss ongoing terms based on inbox count and frequency. There is no automatic rollover and no obligation to continue.

By week two, you will have a ranked view of your active producer relationships with follow-up signals. By week three, week-on-week patterns become visible — which relationships are growing, which are cooling, and where response activity is missing relative to the signals received.

Most distribution leaders find the gap between expected and actual follow-up quality is wider than assumed. That finding itself — with evidence behind it — is the primary output of the pilot.