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 |
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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.
Manual agency access form
Use this form only when Platinum Bonds asks you for these details. Opening or completing it does not grant access. Only an authorized Platinum Bonds representative can assign Owner or Accounting visibility in Records.
Account visibility is separate from ACH, banking, payment-management and administrator permissions. Do not enter bank details here.
Your response is saved on the existing PBI review Task. PBI must separately save any visibility assignment in Records. No email or invitation is sent by this form.
Agency Info
Maintain this agency's contact information. Contact entries do not grant Owner or Accounting account visibility; Platinum Bonds manages that separately in Records.
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Home state not on file yet.
Address not on file yet.
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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 |
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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.
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.
