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 applications for instant purchase by your client.
With The Partnership Account® for Insurance Agents, you will have access to an exclusive, free dashboard which you can use as your back office. Just sign up, and start placing commercial surety, fidelity, business insurance, and even contract surety clients.
Simply click “bid & performance bonds” on your dashboard, and an email directing your contract surety client on how to apply for our surety line of credit will appear. Just add their email address, and they will receive an email from you, with instructions on how to pre-qualify, obtain free D&B credit scores, and upload a full submission once pre-qualified.
Watch a quick video to see how the partnership works: