Walkthrough

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SureForm

SurePath can be used to provide real-time surety bond processing services.

Agents can process bonds and manage bond lists.
Underwriters can immediately access bond lists and reports on-line.
Select clients can request bonds.  Certain clients can be given a Power-of-Attorney to execute bonds.

SurePath provides a number of benefits for agents:

Increased Efficiency and Reduced Overhead
Ease of Use
Competitive Marketing Opportunities
Enhanced Management & Control
On-line access to bond forms
Real-time access eliminates the need for most priority mail packages


Figure 1 - The start up screen for SurePath

The agent / underwriter view of the SurePath system provides an easy to use menu and expandable and collapsible message areas in the right pane.  In the image above you can view the Diary/To Do list.  The menu options to the left let you navigate to many areas within SurePath.  You can select a Client, go to the Execution module, jump to a specific Bond, view bond Reports and Lists, browse the Bond Library, control your Information, get on-line Support, and more.

 

For a live demonstration of SurePath and SureForm, please contact our Los Angeles office at (818) 783-3460, or email us at info@insurevision.com.