Buy a Bond Commercial (Agent user)

Navigating to Buy a Bond

• Select Buy a Bond from the main landing page.

• Complete the information.

  • Grayed areas will allow entry as selections are made.

• You may view the data entries as a PDF by selecting pdf document preview.

• Select Next

Find Bond Type

Adding the Initial Bond Information

• Add the Initial Bond Information.

• Select Next

Adding the Bond Applicant

• You may search for a current person/company or add a new one.

• If you want to add a new entry, select Add Person or Add Company.

  • For this example, I will Add a Person

• The system will automatically check for possible duplicate entries and offer suggestions.

  • In the example below, the system found duplicate entries for the email address.

• Complete the information for the new person, or select one of the above options.

• Address verification is enabled.

• Once you select Save, you will have the option to verify the address.

• Select the preferred address.

• Select Save.

  • The system autosaves your entry. If you do not wish to retain the record, you must select Remove.

• Confirm the selection is correct under Choose who will be named on the bond (Applicant)*.

• Select Next

• Bond details will be displayed

• Select Submit if you are satisfied with your entries.

• If you need to change any information, select Back.

Application Status

• The bond details will be displayed.

  • If there is an issue with a bond or it needs approval, Pending will be displayed.

• You must select I Agree under the Electronic Signature to continue.

• Select Go To Bond at anytime to view the details.

• You may change your Electronic Signature status by selecting the +.

• Select the Billing Type from the dropdown menu to continue.

• Select Purchase Bond.

Purchased Bond Details

• The bond purchase information will be displayed.

• The menu at the top will allow you to view more details regarding the bond as well as add notes and attachments.