Screenshots - Principal Side
This is a quick glimpse in the design and functionality of the principal 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 “principal”.
Creating an account
After a principal agrees to your terms of service, it only take seconds for a principal to create an account on your website.
Company information
After the account has been created, the principal will be asked information on their company. The questions asked are the most common commercial surety questions. For ease of use the form auto-fills city and state information after the applicant enters a zip code. Should they need to make changes after the auto-fill they still can.
Bond information
The next step asks the applicant information about their bond request. If the bond they are requesting is found in our bond form library, the obligee information is auto-filled. Should they ask for a unique bond that is not in the library, they are asked to input the obligee information and late requested for the bond form. The “information to be on bond” is also auto-filled from the previous step. Since this information can vary, the applicant still has the option to edit these fields.
You might notice the grey tabs at the top. They allow the applicant to jump back to any previous step they wish if they need to edit anything.
Owner information
Next, we collect the owner(s) information. The system allows the applicant to add or delete owners as needed.
What your applicant will see next depends on your specific agency’s settings. The system allows you to make use of Surety Bond Pro Tool bond credit based bond programs to approve your clients instantly online via a TransUnion credit pull. If you decide to use this feature, your applicant will see an online approval (bond program rate and commission terms given to your prior to agency setup) should they qualify. If you do not have this feature turned on you will have the opportunity to get a Surety Bond Pro Tools quote on the agency backend. If they do not qualify for any Surety Bond Pro Tool programs, they will be put into the system to be submitted to your standard carriers.
Personal Financial information
If the applicant was not approved online via a Surety Bond Pro Tools quote (due to feature not turned on or if the applicant doesn't qualify), they will be asked to complete a personal financial statement for each owner.
The current screenshot show a partially completed personal financial statement. In this instance, we answered that we own real estate. If we answered no, the real estate section is not required and disappears from view. Assets and liabilities can be added at the bottom; they can add as many as needed for each.
Principal Backend
We will not show the confirmation of received application, as the page differs depending on the applicant. If they are approved online, they are given pricing information and instructions on how to proceed. If they are not approved online, the system requests them to fax or email supporting documentation to your agency for approval.
The screen below shows a list of all bonds for the logged in principal. It also allows them to add another bond request, only asking for the bond information since the rest of their data is safely stored in the database. Should they want to see the terms of their approval or what need to be sent in to approve their bond, they simply click on the link of the bond status and they will be brought back to the appropriate screen. We built in the ability for principals to export their bonds with you for people managing a large amount of bonds.
