Home

Agency Management Panel

Principal View Panel

Surety View Panel

Insurance Brokers Panel

Banks Panel

Accountants Panel

Reports Panel

Principal - Identification Tab

The Identification page primarily allows you to view the client's contact information as well as specific people to contact regarding specific information whether it is bid bonds, final bonds or financial information. This is efficient because you may view the contact name and click on the link to email them a message.

The directory links in blue can connect a specific saved file in your database by simply clicking the link. This saves time instead of searching through all of your saved files and directories on your hard drive.

Click on each of the tabs above to take you to another aspect of the Principal Tab