The platform
A system of work. Built on one record.
From first application to final renewal — the platform reads the documents, maps the data, fills the forms, and runs the workflows, all off the same live bond record.
Bond Forms
U.S. Jurisdictions
Avg Issue Time
Obligees
The foundation
What runs underneath
The parts of the platform every other capability quietly depends on.
Surety reference data
Every bond type, obligee requirement, and jurisdiction rule lives in one canonical dataset — the ground truth everything else on the platform builds from.
- Bond types resolved to statute and jurisdiction, not a keyword guess
- Obligee-specific requirements applied automatically at quote time
- One shared catalog behind origination, underwriting, and form generation
AI-native underwriting
Risk scoring and decisioning that keeps your underwriting IP yours — model-agnostic, with no lock-in to one vendor.
- Configurable risk thresholds and instant bind authority, per carrier
- Referred applications route to a person, never a black box
- Every score, decision, and override fully audited
Payments
Premium collection and carrier remittance without anyone touching money by hand.
- Card and ACH collection built into the client portal
- Carrier remittance and agency commission tracked automatically
- Agency bill, direct bill, or MGA marketplace — every dollar lands on the record
Integrations
SuretyForge plugs into the tools your agency and your carriers already run on — and into the AI providers you choose.
Document intelligence
Drop a book in. We extract, match, and file it.
Point it at a legacy book of business — PDFs, scans, spreadsheets — and it pulls bond type, principal, obligee, and terms. A person reviews every match before it's filed.
- Bulk upload with batch processing, not one document at a time
- Every AI extraction and match is queued for review before it commits
- Every extraction, match, and edit logged to an immutable audit trail
Data mapping
Mapped once. Filled forever.
Whatever your spreadsheets, legacy AMS, and carrier extracts call a field, it lands in one canonical record — and from that single mapping, thousands of statutory forms fill themselves.
- Messy source fields resolve to one canonical schema, many-to-one
- One click generates a correctly filled, ready-to-file PDF
- Version-controlled templates — a form revision doesn't mean a manual re-map
Workflows
A platform that does the next thing
A system of record tells you what happened. A system of work does what happens next — notices, invoices, certificates, and follow-ups run themselves, and the calls that deserve judgment land on a desk.
- Renewals trigger their own notices, payment collection, and certificates
- Human decision points are explicit — you decide, the forge does the rest
- Flip the same workflow to the carrier side: cohorts assembled, credit pulled in batch, only flagged files reviewed
A WORKFLOW, WORKING
Renewal processing — the agency’s book
60 days to expiration
Watching a spreadsheet of expiration dates
The book watches itself — expiring bonds enter the pipeline
Renewal notice sent
Drafting reminder emails one client at a time
Branded notices with a pay link, on schedule
Client pays online
Chasing checks, keying card payments by phone
Card or ACH in the portal, posted instantly
Your review
Every file crossed the desk
Only exceptions and judgment calls reach you
Continuation certificate issued
Filling, printing, and mailing certificates
Certificates generate from the record and deliver themselves
Carrier notified
Month-end bordereau assembled by hand
The carrier sees the renewal the moment it binds
60 days to expiration
Watching a spreadsheet of expiration dates
The book watches itself — expiring bonds enter the pipeline
Renewal notice sent
Drafting reminder emails one client at a time
Branded notices with a pay link, on schedule
Client pays online
Chasing checks, keying card payments by phone
Card or ACH in the portal, posted instantly
Your review
Every file crossed the desk
Only exceptions and judgment calls reach you
Continuation certificate issued
Filling, printing, and mailing certificates
Certificates generate from the record and deliver themselves
Carrier notified
Month-end bordereau assembled by hand
The carrier sees the renewal the moment it binds
The living record
One record, every capability
Status, financials, documents, payments, and history live on the bond itself — and every form the bond ever needs generates straight from that record.
- Key facts, lifecycle rail, and full workstream history in one view
- Endorsements, riders, and cancellations handled without leaving the record
- Bond certificates and carrier-specific documents generate from the same data
- Every issued bond carries a QR code — the obligee scans it and sees it is valid and in force
Portfolio
Every bond, one dashboard
Draft, quoted, bound, issued, active — the whole book, searchable and current, with the full history behind every bond.
- Status, premium, carrier, and dates on every bond at a glance
- Production, exposure, and quote-to-bind tracked in real time
- Renewals tracked and surfaced before they lapse, not after
Client portal
Self-service for the people who pay the premium
A branded place for your clients to apply, sign, pay, and track — so the phone stops ringing for status checks.
- Real-time bond search and quoting, branded to your agency
- E-signature with SMS verification for indemnity agreements
- Integrated payment and status tracking, self-service
License & Permit Bond
Expires 03/15/2027
Your AI, your call
Swap the model. Keep the workflow.
Every AI capability on the platform — document reading, underwriting drafts, renewal outreach — runs through an orchestration layer that treats the model as a plug, not a foundation. Point it at the provider you trust, route different models to different tasks, or connect the enterprise account your company already holds.
Your documents and your book stay in your tenant. Nothing you process trains a shared model, and switching providers is a configuration change — not a migration.
See it live
Ready to see the whole record?
Book a walkthrough — we'll show you origination through renewal, on the real platform.