Optional
Not savedOrdered contact tree
Add contacts only when your agency needs a specific contact order.
W-9
ACH credits only
This authorizes Platinum Bonds to send credits or deposits. It never authorizes withdrawals or debits.
Secure Portal
Client Portal
Sign in with Surety SSO to see your to-do list, bond requests, payments, documents, and Ava help.
Login with SSO
SSO protected
Continue
Open Applications
Saved intake applications connected to this login. Continue or delete them here.
Action Center
To-Do List
Records
Bond Requests
| Request / Bond # | Principal | Bond | Status | Dates | Documents | Chats |
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Payments
Open payments due
Pay any open amount in one click. Only payments for this signed-in account are shown.
Paperwork
Open paperwork due
Complete signatures, GIA, requested info, or other paperwork for this signed-in account.
Documents
Bond documents
Only documents marked viewable for this portal login are shown.
My Info
Portal profile and scope
This is the information Ava can use. Updates are routed for review instead of changing records directly.
Agency Info
Agency contact tree
Add the Account, Manager, and any other helpers who can see and pay this agency's accounts. Anyone on this agency can update the list.
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Home state not on file yet.
Address not on file yet.
Active agency user
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Contact tree
Not savedWho can manage this agency's accounts
Saved people get an email when they are added or removed. If they do not have a login yet, we create one on this same agency.
Agency access
1 userAgency users
Your own agency membership is shown.
| Name | Payment coverage | Responsibility | Status |
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Agency-wide access
Agency activity summaries
Important setup
CheckingResponsible person and paperwork
Setup actions are based on the agency's current state.
Are you responsible for agency tax and commission-payment setup?
Responsible-person request
Approve to send the secure recipient-bound invitation, or reject and retain authority. You remain authoritative until recipient acceptance and CRM/Login convergence.
Primary responsibility transfer
The current responsible person remains in place until the selected agency user accepts and certifies through their recipient-bound secure Login invitation.
Owner / oversight access
Invite an existing agency user or an owner outside the current roster to agency-wide activity summaries without exposing W-9 or ACH information.
Portal Ava CSR
Ava can help from your scoped portal files
Ava only sees records connected to this signed-in portal account. Changes that need action are routed for review.
Tell Ava what to update
Chat in your own words. Ava will send the details to Mia, who opens a review task and emails Platinum Bonds.