Settings

The Settings Module allows the user to customize their SuretyPRO System User experience. The User can tailor the system defaults, alerts settings and dashboard features to meet their agency and client’s needs. This module also features the global alerts setting, allowing the user to better manage and ensure consistency and accuracy across all clients.

  • Adjust default settings including system navigation and branding options.
  • Set Global alerts to ensure consistency across all clients.
  • Toggle between preset dashboard options.

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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