Insurance Agency Partnership Account® | Colonial Surety

Sign up now for The Partnership Account® for Insurance Agents and increase your business with our online tools to obtain bonds and insurance for your clients in minutes. We add value to your business by serving as the back office you don’t have to spend money on. Our automated, online dashboard, built just for you, allows you to quote, and email your clients surety, fidelity, and insurance products application for instant purchase by your client.

With The Partnership Account® for Insurance Agents, you will have access to your specific dashboard to work as your back office. Just sign up, or give out your referral code for your clients to purchase on their own and sit back and earn commissions.

Ready to Level Up?

With a growing client base, you’ll need agents selling for you. Take it to the next level with our Agent Owner’s Dashboard.

As you expand your business, use the confidential Owner’s Dashboard to track your agents—and their clients and sales—while watching your commissions climb.

Agency Owner? Click Here

Watch a quick video to see how the partnership works:

Three Simple Steps To Get Started

1

Create a Partnership Account®

Complete our quick signup process and you’ll be able to access your unique dashboard instantly!
2

Use your referral code

Upon sign up, you will receive a referral code. Start applying for surety, fidelity and insurance products for your clients, or send them a link with your referral code to get them started.
3

Receive Commissions

From your dashboard, you can track, manage and renew all of your clients’ policies as well as see what commissions you have earned, all in real-time.

Sign up for The Partnership Account® for Insurance Agents

Select your role of Insurance Agent when you sign up.

Instantly access your dashboard

Pick any product to quote and start the application.

Add or select a client from your client list

Once you pick the product your client needs, you must add or select the client from your client list.

Adding a client is simple

Our system will prompt you to add the client and save their information to your client list.

Start the quote and application process

You can start filling out the application for your client, save it for later, or email it for your client to finish at any time.

Simply click send to client on any page of the application

The email shown above will automatically generate your information and a link to for your client to create an account and finish the application. Your referral code will tie the transaction to your dashboard.

Click on commission report from your dashboard

Colonial Surety Company pays 10% commission on all bonds and insurance policies to Insurance Agents.

Your commission report!

Here you will see all transactions, premiums, and commission you have earned!

Frequently Asked Questions

Colonial Surety Company offers a complete line of surety, fidelity, and insurance products that include Professional Liability, Employer’s Practices Liability (EPLI), and Cyber Liability Insurance. Shortly, we will be releasing Fiduciary & General Liability, BOP, Directors and Officers (D&O), Commerical Crime and Workers’ Compensation Insurances.
Colonial Surety Company pays a 10% commission to our licensed insurance agents on each and every new and renewal transaction.
As an Agent Owner, you have full access to the client rosters, sales and records of the agents working for you. You can easily manage day to day business as you check on the status of applications, assist in the completion of sales and analyze revenue.
There are many business reasons why agents partner with Colonial Surety Company. Colonial is rated “A” Excellent by A.M. Best Company, United States Department of the Treasury approved and licensed in all 50 states and U.S. territories. Nearly all of Colonial’s products can be instantly purchased, issued, and renewed online. Colonial handles all administrative services will the agent receives a commission.

The Partnership Account® for Insurance Agents