Colonial is an insurance company that offers ERISA bonds to plan sponsors, along with multiple products for pension professionals. At Colonial Surety, you can easily obtain industry-specific protection for yourself with errors & omissions and fiduciary liability insurance.
But that is not all Colonial has to offer. We have also designed a way for pension professionals to work smarter. The Partnership Account® provides pension professionals with FREE ERISA plan tools to simplify the 5500 filing process.
The Process is Simple
The process is simple
create an account
get started by creating a login and password to access The Partnership Account®
receive a referral code
linking all of your clients to your Colonial Dashboard
start any bond or insurance application for your client, or send them your referral code.
track bond compliance
All colonial bonds purchased with your referral code will be linked to your Dashboard.
When you partner with Colonial a dedicated insurance professional will provide you with a referral code and access to a free online product management system. You and your client may purchase products via our website using your exclusive referral code. Our systems tracking software will record all clients’ activity that originate from yours or our website. Colonial will handle all administrative servicing and renewal transactions. A 10% referral fee will be paid to you on all new business and renewal transactions.