For each client you can define a list of subsidiaries, and principals for each subsidiary.

This helps organize bonds for each subsidiary and prevents repetitive typing for common principals.

Figure 6 - Subsidiaries and Principals help organize your bonds.  Adding either can be done via a hyperlink on the appropriate screen, which pulls up a straightforward form.

You can also define user accounts for your clients so they can access the system.  Clients are given access to bonds for their subsidiaries only.  This allows you to grant a corporate risk manager access to all bonds for all subsidiaries, while restricting someone in a field office to a limited set of information.

This also allows you to manage liability and premium cost by subsidiary or division.

Clients can request bonds through the system and have real-time access to their outstanding bond information.

At your discretion, clients can be given access as having a Power-of-Attorney, so that they can execute bonds across the Internet.  However, they are restricted by the designated program limits, and access to forms pre-approved by their agent.

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.