Products For Surety Agencies
Bond-Pro Agency Edition
Insurance Agency Management Systems do not provide adequate functionality for handling Surety Accounts & executing Bonds. Bond-Pro's software is utilized by insurance agencies who have Surety appointments and authority from one or more Insurers. Bond-Pro Agency Edition enables agents and producers to quickly and easily rate, quote, generate documents, and issue both Contract & Commercial Bonds. Additionally, Agencies can track Accounts, perform underwriting activities delegated to them, and transmit executed bonds to each Insurance company. Agents can access the system anytime and from anywhere. All they need is a web browser and an internet connection.
Agency Edition Add-Ons
Data Feed
An interface that allows users to select necessary data and formula fields. Schedule the system to automatically export bond transactions (new bonds, renewals, riders, modifications, cancellations, and reinstatements) in time intervals to a variety of file formats. The file can be used to easily ingest transactions into Agency Management systems including Vertafore, Applied and even Intuit QuickBooks by using the data import tools provided with those applications. Additionally, this data feed utility can be utilized to automate the transmission of bordereau execution reports to carriers electronically.
Setup, Data Migration & Training
Agency Edition clients can purchase blocks of time for Bond-Pro's Surety technology experts to assist with:
- Configuring the system to reflect your preferences
- Importing and Exporting Data
- Leading Administrator, User and Train-the-Trainer Training
