Financial Module

The Financial Module allows the user to underwrite client’s financial information on a secure easy-to-use system that mirrors many of the credit modeling systems utilized by today’s top surety companies. The user can generate instant exclusive, flexible and credible financial reports with in-depth analysis including comparative analysis. Another unique feature of this Module is the ability to generate industry benchmarking reports that compares your clients’ performance side-by-side with peer groups.

  • Easy to use underwriting tool allowing the user to engage and advise clients.
  • Analyze and compare current performance with previous reports to proactively guide and advise them to make the best credit decision for their company.
  • Evaluate your company’s performance side-by-side against your peers using the latest industry benchmark data.
  • Printable version with your company's logo.

Tour

Tour of each of the modules in the SuretyPro system.

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Contractor Questionnaire

Maintain all information related to client's business structure in a secure environment.

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Financials

Tools to help you compare your client's financial strengths/weaknesses to industry averages.

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Work in Progress

Tracks the current status of outstanding jobs and a historical record of all completed jobs.

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Bonds

Track and monitor all surety bonds to ensure accuracy and timely closing.

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Settings

Allows the user to customize their SuretyPRO System experience.

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