Screenshots - Broker Side
This is a quick glimpse in the design and functionality of the broker side of Surety Bond Pro Tools. Keep in mind, only a small sample of features are shown here. Full documentation with full instructions will be done using online video tutorials prior to launch. The agency login side is where your agents will perform all of their daily operations with the system. Please see below for screenshots and descriptions of basic functionality.
Keep in mind, what you see here will be implemented seemlessly into your agency's existing website template!
Please note: While our system is in it’s final stages of testing, aesthetic changes will still be made prior to launch. What you see here is very similar to what you will see as the final product, but small improvements may be made prior to launch.
The online application process
Choosing an account type
The applicant must first choose whether they are a direct principal or a broker applying on behalf of a principal. For this example, we will select “broker”.
Creating a brokerage account
Brokers creating a brokerage account within your agency have to fill out a one page form. It is basic information you will need to know to work with the broker. The information will be stored in the system and associated with any principals they apply on behalf within the system.
Principal information
If you already reviewed our Principal Screenshots, you may notice the form below is a modified version of the principal account creation form. It does not require email or password information, as the brokerage will be the parent account for this principal. There are no separate logins needed for a principal represented by a broker.
Please review the Principal Screenshots to see what your brokers will see for the remainder of the application. Please note, they have the additional grey "broker" tab at the top in case they need to edit their broker account details.
