MERCHANTSBONDING.COM

Transcription

1 ONLINE BONDING

2 MERCHANTSBONDING.COM An efficient online solution for all your commercial bonding needs. Merchants Bonding Company is committed to firstclass service and making bonding easy for our agents, which is why we offer a free online solution to meet your commercial bonding needs. Our website (merchants bonding.com) provides numerous features and benefits, available 24/7 at your convenience. It s a simple tool with stellar results. FUNCTION/FEATURE Order Commercial Bond > Access Forms > View Bond Information > Instant Price Widget > Principal Information > Agency Information > The Hub > BENEFITS Options for commercial bonds, notary bonds, and errors & omissions policies Can t exceed authority Access to more than 4,000 bond forms, including applications and rate cards Highlight favorite bonds for convenience See a preview of the selected bond form View underwriting class and renewal information Instantly calculates multi-year prices and premium based on bond amount Provides preferred and standard rates, when applicable See all bonds in force for a principal Retain principal information including business name, address & phone Instant access to up-to-date information on your statements and billings View year-to-date and previous year s premium volume Access agency personnel forms View a live preview of bond forms Save in-progress orders Easily upload secure documents via the transcript Download convenient document bundles 1 merchantsbonding.com Online Bonding

3 LOG ON TO OUR SECURE SITE Image [A] A ACCESS BOND FORMS Image [B] > > Serve your clients better with instant access to more than 4,000 commercial bond forms. B > > Search on the bond title given by the state or municipality (as it appears on the form), keywords assigned by Merchants employees, as well as on the bonded activity. A filter for forms applicable only to certain US states is available as well. Image [C] > > Favorite the commercial forms you use frequently by clicking on the yellow star. The bond will then appear on the search landing page. C Online Bonding Log on 2

4 SEE BOND INFORMATION Image [A] > > See a preview of the bond form on the bond information page. > > View underwriting class, date/renewal information and agent information. A GET AN INSTANT PRICE Image [B] > > No need to enter any bond info for a commercial quote! The Instant Price widget estimates premium immediately. > > Enter your bond amount to see multiyear quotes and standard as well as preferred rates, when applicable. C VIEW AGENCY STATISTICS Image [C] > > The website gives you instant access to up-to-date information on your agency. > > View statement information, including billings processed since the last statement date. ACCESS OTHER FORMS D Image [D] View useful documents online: > > Bond Applications > > Financials > > Acknowledgement Forms > > Required Notices > > MBC Financial Statement > > Indemnity Forms > > Certificate of Authority for All States > > Rate Cards 3 Bond Information Online Bonding

5 THE HUB Image [A] Live Preview > > Type bond information in the entry fields and the form preview will update automatically. Highlights show which entry fields correspond to form spaces. A B Image [B] Save an Order > > Enter as much or little information you would like before saving an in-progress order and easily resume later. E C Image [C] Defaults & Help Text > > To help alleviate questions on complex bonds, defaults and help text explain what to enter in the blanks. D Image [D] Document Bundles > > Download bond documents individually or as part of convenient bundles. The full bundle includes the bond, power, and invoice into one pdf; the customer bundle includes just the bond and power. Image [E] Transcript > > Securely upload sensitive documents, like bond applications, in the transcript. Beyond application transfer, agents and underwriters can use the transcript to easily communicate any question related to a bond. Request name or address changes or cancel a bond quickly and easily by adding a comment in the transcript. Online Bonding The HUB 4

6 TESTIMONIALS I use the Merchants website for 99% of the miscellaneous bonds I process. It has made a wonderful impact on the speed at which I process bonds. Before, I would have several programs open and be switching back and forth between them just to get a bond done. Now, I have one program (the website) and I assist my clients in a much more timely and efficient manner. The best feature is the selection of bonds that can be found and issued via the site. Janet Holthaus, Surety Producer Allied Bonding / Boise, Idaho Merchants Website User Since 2005 From title bonds to probate matters, Merchants online has it ALL! I haven t used a surety company website that is as fast and responsive as Merchants. Issuing a bond with the competition typically will take minutes; with Merchants I cut my time in half! They have a very detailed bond form library and the INSTANT pricing helps me quote clients over the phone. Leland Pfingstag, Commercial Bond Manager Bonding Solutions, LLC / Mesa, Arizona Merchants Website user since 2012

7 FIRST-CLASS SERVICE In addition to our website, Merchants offers the following advantages: >> Rated A (Excellent) or better by A.M. Best for 59 consecutive years (Best s Review, July 2017). >> Focused exclusively on commercial and contract bonds for more than 80 years. >> One of the most competitive commission structures in the industry. >> Same-day responses and quick turnaround on new submissions and bond requests. >> Efficient Direct Bill service. We are committed to making bonding easy.

8 COMMON SENSE UNDERWRITING & FIRST CLASS SERVICE CONTACT US