One intake form populates every required document automatically. Renewal tracking built in for the life of every bond.
A 20-minute walkthrough on your own bond types.
Without SuretyOS
With SuretyOS
Send a form link. The client submits once and structured data lands in your dashboard.
Click once. Every required document comes out pre-filled and ready to execute.
The bond lives in your repository with automatic renewal alerts for its entire life.
SuretyOS handles the work you do by hand today: reading the application, typing each field into each form. You review and approve the output.
Intake submission
Generated
Every feature exists to remove a specific piece of the manual bond workflow you run today.
A single submission fills the bond form, power of attorney, indemnity agreement, and court cover sheet.
Automatic alerts at 90, 60, 30, and 15 days. Review and renew in one click for the life of the bond.
Find any bond by client, carrier, county, or case number in seconds. No more email-thread archaeology.
One workflow across your carriers and their forms, instead of one portal and one template at a time.
Probate, guardianship, VA fiduciary, and the local cover sheets each court actually requires.
Designed around how surety actually works, not retrofitted from general P&C insurance software.
Not a generic insurance template. SuretyOS knows the document set, the county cover sheets, and the carrier requirements for the bonds surety agencies handle every day.
County-specific court forms for Florida today, with new states added as founding agencies onboard.
The math of a single bond, multiplied across everything your agency writes.
Designed to work with the carriers, agency systems, and tools you already use.
A limited program for agencies that want to influence the roadmap and secure lifetime pricing before public launch.
25 founding spots remaining
Read why we're building SuretyOS →No. SuretyOS is built specifically for surety bond workflows: intake, document generation, and renewals for commercial, court, and construction bonds. It is not adapted from P&C or general insurance software.
You upload your existing Word or PDF templates once, tagging the fields you want auto-filled. When a client submits an intake form, SuretyOS maps their data to every tagged field across all four documents and generates them instantly. No copy-paste, no reformatting.
Court and fiduciary bonds (guardianship, administrator, executor), commercial and license bonds, construction and contract bonds, and fidelity bonds. If you write a bond type not listed, contact us. We scope new bond types during the founding program.
No. SuretyOS sits alongside your existing carrier relationships. It handles the document prep and client intake on your end. You still submit to carriers the way you do today.
Most agencies are fully set up within a week. We handle onboarding personally for founding members: template tagging, data migration from your spreadsheets, and a walkthrough with your team.
Update the template in SuretyOS once. Every bond generated after that uses the new version. Old bonds are unaffected.
Yes. SuretyOS is built for agency teams. All plans include multiple seats. Permissions and access levels are on the roadmap for the first public release.
We are not doing a self-serve trial during the founding phase. Instead, founding members get a live walkthrough and a hands-on setup session with us. That gives you a real picture of the workflow, not a demo environment.
SOC 2-aligned architecture from day one. Encryption in transit and at rest. Your data is yours, exportable at any time in standard formats. No vendor lock-in.
We are onboarding founding agencies in waves as we build. Join now to secure your spot and lifetime pricing. We will be in touch within 48 hours to schedule a call.
Notes on the surety workflow, and what we're shipping.
The spreadsheet tab that quietly costs agencies clients and E&O claims, and the alert cadence that prevents it.
Bond form, power of attorney, indemnity agreement, court cover sheet: what each is, and why it keeps getting retyped.
How county-specific court forms trip up an otherwise-complete bond packet, and how to get them right the first time.
Founding-agency applications are open
Limited to the first 25 agencies, at lifetime founder pricing.
Founder's note: why we're building SuretyOS
The surety workflow we kept doing by hand, and the system we wished existed.
New guide: the four-document bond stack
Bond form, power of attorney, indemnity, and court cover sheet, explained.
New guide: why bond renewals slip through the cracks
The spreadsheet tab that costs agencies clients, and the cadence that prevents it.
New guide: county cover sheets and filing delays
How a one-page form bounces an otherwise-complete bond packet.
