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 is designed to help increase your productivity while lowering costs for your plan sponsors. Our direct, online process and digital tools will help you track client status, verify bond compliance, and renew coverage.

demonstrating the dashboard

Getting started with your dashboard

Explore some of the basics on how to use our digital client management tools.
demonstrating the client information form

Add your plan sponsors

Provide some basic client info, and you’ll be able to track coverage status, verify compliance, and start new applications.
demonstrating management reports

Run management reports

View real-time tracking reports, keep tabs on referral commissions, and see the status of both Colonial and non-Colonial clients.
demonstrating bond compliance

Check bond compliance

Our powerful dashboard allows you to manage client compliance from one place, which can greatly simplify 5500 filing time.
demonstrating notifications

Stay on top of things with helpful alerts

We’ll let you know when your client’s coverage due for renewal—even if they’re not a Colonial customer.
demonstrating client application initiation

Initiate applications for clients

You can easily get applications going for your plan sponsors and send them a link so they can quickly complete the purchase online.

Take advantage of your referral code.

Always provide your referral code in correspondence to plan sponsors and include a promotional placement or text link on your website. Plan sponsors can easily purchase coverage and allows you to track their bond compliance status. Pension professionals participating in our incentive program can also earn referral revenue.

In plan sponsor correspondence.ERISA Factsheet
In onboarding and annual census communications be sure to include our ERISA factsheet that explains ERISA fidelity bond requirements and includes a custom link with your referral code.

Get the ERISA FactsheetOpens a new print window

In plan sponsor information on your site.
Also, include a promotional placement or text link on your website for plan sponsors. Your referral code is automatically included in the quick link to learn more and purchase coverage.

  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

  • We offer ERISA fidelity bonds, fiduciary liability insurance, and cyber liability insurance. Our cyber liability insurance is currently only offered with our two or three year ERISA fidelity bond packages.

  • Colonial Surety’s two and three year packages offer extended coverage and cyber liability insurance at no extra cost. The two and three year packages are offered at a discount compared to the one-year fiduciary liability package.

  • Yes. We make it easy to obtain ERISA fidelity bonds and even allow the purchase of retroactive coverage for previous years that a plan was not bonded.

  • Extended coverage is protection we offer to our two and three year ERISA fidelity bonds, for qualifying assets only. It guarantees that as plan assets grow, your bond will grow to maintain your U.S. Department of Labor requirements.

  • Fiduciary liability insurance protects a plan sponsor’s personal assets due to an alleged breach of a fiduciary duty, such as imprudent plan investments or investments having excessively high fees.

  • Colonial’s cyber insurance provides a services-based solution to help plan sponsors manage data breaches successfully. These services include a dedicated team of cyber breach professionals who assist plan sponsors at every stage of incident investigation and breach response. These professionals coordinate the carefully vetted forensics experts and specialized lawyers to help plan sponsors establish what’s been compromised; assess plan sponsor responsibility; and, notify those individuals affected. In addition, these services will also coordinate credit or identity monitoring, and public relations advice to help the plan sponsor safeguard its reputation. Of course, Colonial’s cyber insurance also indemnifies and defends plan sponsors from covered lawsuits or regulatory actions, the risk of which may be reduced by a well-coordinated breach response, but can never be completely eliminated.

  • We offer errors & omissions, fiduciary liability insurance, service provider bonds, registered investment advisor bonds, employee dishonesty bonds, and will soon be introducing cyber liability insurance for pension professionals.

  • Colonial Surety offers service provider bonds for pension professionals who take on 3(16) or 3(18) services. These bonds cover the plans in which a service provider has full discretionary authority over plan sponsor assets.

  • The promotional placements will embed your referral code and allow you to view and manage your clients’ ERISA bonding status. They can be used on your website, on-boarding documents, and annual census. It lets your clients easily access the quote page and complete an application.

  • Yes. You can insert it into the bond section of the annual census. If a plan sponsor answers “no” to having a bond, they will be directed to click on Colonial’s link and obtain bond coverage immediately.

    Implementation of this process will help get all of your plan sponsors into bond compliance for the upcoming year, which means you’ll no longer need to track them down to obtain bond coverage during 5500 filing season—because they’ll already be bonded.

  • Pension professionals have the opportunity to earn advertising transaction revenue on referred purchases of ERISA fidelity bonds and bond packages with fiduciary liability insurance and cyber liability Insurance. Participation in this aspect of the program is optional

  • Colonial’s proprietary bond compliance program offers a simple solution for pension professional firms to confirm and verify bond compliance for all of their plan sponsor clients, Colonial and others. Our proprietary software generates a detailed report which includes whether a plan is bonded, not bonded, under-bonded, or over-bonded. Colonial will then work with your firm on the best approach to get all of your plan sponsors in compliance with the U.S. Department of Labor, while also providing cost savings on ERISA fidelity bonds.

Get the word straight from our customers.