The Partnership Account® for Insurance Agents

Let us do the work!

Sign up now for The Partnership Account® for Insurance Agents and increase your business with our online tools to obtain bonds and insurance for your clients in minutes. We add value to your business by serving as the back office you don’t have to spend money on. Our automated, online dashboard, built just for you, allows you to quote, and email your clients surety, fidelity, and insurance applications for instant purchase by your client.

With The Partnership Account® for Insurance Agents, you will have access to an exclusive, free dashboard which you can use as your back office.   Just sign up, and start placing commercial surety, fidelity, business insurance, and even contract surety clients.

Simply click “bid & performance bonds” on your dashboard, and an email directing your contract surety client on how to apply for our surety line of credit will appear. Just add their email address, and they will receive an email from you, with instructions on how to pre-qualify, obtain free D&B credit scores, and upload a full submission once pre-qualified.

Watch a quick video to see how the partnership works:

 

 

 

Three Simple Steps To Get Started

  1. 1
    Create a Partnership Account®

    Complete our quick signup process and you’ll be able to access your unique dashboard instantly!

  2. 2
    Use your referral code

    Upon sign up, you will receive a referral code. Start applying for surety, fidelity and insurance products for your clients, or send them a link with your referral code to get them started. Even email your contractor clients a link with your embedded referral code right from your dashboard to apply for a surety line of credit.

  3. 3
    Receive Commissions

    From your dashboard, you can track, manage and renew all of your clients’ policies as well as see what commissions you have earned, all in real-time.

Frequently Asked Questions

  • Colonial Surety Company offers a complete line of surety, fidelity, and insurance products that include Professional Liability, Employer’s Practices Liability (EPLI), and Cyber Liability Insurance, Fiduciary & General Liability, BOP, and soon to be released Directors and Officers (D&O), Commerical Crime and Workers’ Compensation Insurances.

  • Colonial Surety Company pays a 10% commission to our licensed insurance agents on each and every new and renewal transaction.

  • As an Agent Owner, you have full access to the client rosters, sales and records of the agents working for you. You can easily manage day to day business as you check on the status of applications, assist in the completion of sales and analyze revenue.

  • With The Partnership Account® for Insurance Agents, Insurance Agents can now place the surety bonds, fidelity bonds, and business liability insurance their clients need.  Colonial is rated “A” Excellent by A.M. Best Company, United States Department of the Treasury approved and licensed in all 50 states and U.S. territories. Nearly all of Colonial’s products can be instantly purchased, issued, and renewed online. We offer multi-year policies with locked in rates and payment plans.

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Licensed in all U.S. States and Territories