Submit an Account (Agent User)

Navigate to Submit an Account

• Navigate to Submit an Account from the main landing page.

Initial Account Information

• Complete the required information and make your selections from the dropdown menu.

• Select Next.

Add People and Companies for the Account

Add a Person

• 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.

Add a Company

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

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

• Complete the information and select Save.

• Confirm the company information and select Next.

Application Summary

• Confirm the information and select Submit.

Account Summary

• The account 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.