Secure Portal
Sign in with Surety SSO to see your to-do list, bond requests, payments, documents, and Ava help.
Continue
Saved intake applications connected to this login. Continue or delete them here.
Action Center
Records
| Request / Bond # | Principal | Bond | Status | Dates | Documents | Chats |
|---|
Payments
Pay any open amount in one click. Only payments for this signed-in account are shown.
Paperwork
Open the exact private Quote Center prepared for each eligible bond request.
Documents
Only documents marked viewable for this portal login are shown.
My Info
This is the information Ava can use. Updates are routed for review instead of changing records directly.
Agency Info
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.
—
—
Home state not on file yet.
Address not on file yet.
—
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.
Your own agency membership is shown.
| Name | Payment coverage | Responsibility | Status |
|---|
Setup actions are based on the agency's current state.
Approve to send the secure recipient-bound invitation, or reject and retain authority. You remain authoritative until recipient acceptance and CRM/Login convergence.
The current responsible person remains in place until the selected agency user accepts and certifies through their recipient-bound secure Login invitation.
Invite an existing agency user or an owner outside the current roster to agency-wide activity summaries without exposing W-9 or ACH information.
Add contacts only when your agency needs a specific contact order.
This authorizes Platinum Bonds to send credits or deposits. It never authorizes withdrawals or debits. A new submission becomes current and the prior submission remains archived.
Portal Ava CSR
Ava only sees records connected to this signed-in portal account. Changes that need action are routed for review.
Chat in your own words. Ava will send the details to Mia, who opens a review task and emails Platinum Bonds.
