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
Sourced from CRM-Streamline, not the old CRM project.
| Request / Bond # | Bond | Status | Dates | Documents | Chats |
|---|
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 profile and commission readiness
Bond submissions, client payments, and issuance can continue while setup is pending. Only commission readiness waits for approval, W-9, and ACH completion.
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PendingMember
Pending setup
Only commission readiness is held while setup is pending.
Agency team
0 members
Agent roster
| Name | Phone | Role | Status |
|---|
Contact tree and payment-document setup are available only to the current agency account administrator.
Save and continue later
Not saved
Ordered contact tree
Put contacts in the order our team should use. Each contact needs a name and either an email or phone.
W-9
Open secure W-9ACH credits only
This authorizes Platinum Bonds to send credits or deposits to your agency account. It does not authorize withdrawals or debits.
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.
Ask Ava to route an agency change
Choose a review type. Mia creates one accountable review task; no CRM record changes until a separately authorized workflow applies them.
Do not enter routing, account, or other banking values in Ava. Use secure Agency Info for ACH setup.