Our specialist will make every effort to ensure that you are able to get the bond you need in a timely manner with the most competitive underwriters in the industry. This list of items for you to begin preparing will help us get you started the right direction!
- Fiscal Year End Company Financial Statements for last 3 years (CPA Prepared if bonding exceeds $100,000)
- Current Interim, Internally Prepared Company Financials
- Corresponding Work In Progress Report
- Contractors Questionnaire
- Bank Reference Letter
- Personal Financial Statement All Owners
- Resumes: Key Personnel
- Marketing Material
- Business and Continuity Plans
Contact Ed Heine, Surety Director for more information.
