Make the most out of your Partnership Account®.

Helpful info to get our relationship started off on the right foot.

We’re here to help make your life easier.

The Partnership Account for attorneys is designed to help increase your efficiency while lowering costs for your clients. Our direct, online process and digital tools will help you track your client’s court or fiduciary bonds, renew coverage, or obtain new ones on-demand.

Initiating bond applications with your dashboard

Initiating bond applications with your dashboard

Get a quick walkthrough of how to obtain court bonds for your clients.

1. Choose a desired bond type

1. Choose a desired bond type

Just log into your Partnership Account and select the bond you need from your dashboard to get started.

2. Get a quote amount

2. Get a quote amount

Enter the bond amount and we’ll calculate the premium for you.

3. Select a client for the bond

3. Select a client for the bond

Provide new client details or quickly select from your client list.

4. Start the application

4. Start the application

You can fill out some parts of the application and then email to your client for completion.

5. Client completes, signs, and purchases

5. Client completes, signs, and purchases

Your client answers any qualifying questions, signs their agreement, and makes payment.

6. Bond is approved and ready for print or e-file

6. Bond is approved and ready for print or e-file

Print out a copy of the bond or e-file with the court.

Options for using your referral link.

Always provide your referral code in correspondence to clients and include a promotional placement or text on your website. This will allow your clients to easily quote bond coverage and allows you to track their status.

INSTRUCTIONS

  1. Choose a promotional placement size or text only option appropriate for your website.
  2. Confirm the referral code shown matches the one in your confirmation signup email or, if blank, enter your referral code.
  3. Select the “Copy to Clipboard” button and paste into an email you send to your website’s technical team requesting it be added to your website.

Frequently Asked Questions

  • Time is of the essence when a court orders your client to file a court or fiduciary bond. The attorney dashboard through your Partnership Account allows you to instantly initiate digital court bond purchase for your client, whether at your office—or at the courthouse with your mobile device. Alternatively, your client also has the ability to complete the full transaction online with our simple purchase process.

  • The efficiency of our system makes the Partnership Account a valuable asset. Colonial Surety Company is an insurance company licensed in all 50 states and U.S. territories. We are rated “A” Excellent by A.M. Best Company and United States Department of the Treasury approved.

  • As a partner, you have the option to be placed on our attorney referral list, which enables Colonial clients to easily find practicing attorneys in their state. If you did not select this option during your Partnership Account application, you can give us a call at 800-221-3662 and we can get you placed on the list.

Get the word straight from our customers.