INSURANCE
COVERAGE / FINANCIAL + MANAGEMENT / SURETY BONDS
FINANCIAL + MANAGEMENT

Bonds issued in days, not weeks.

License and permit, contract, fidelity, and ERISA bonds, with a surety line sized to the work you bid.

TYPES
License, contract, fidelity, ERISA
SPEED
Many issued same day
CONTRACT BONDS
Bid, performance, payment
CAPACITY
Surety line by program

WHAT'S COVERED

  1. 01License and permit. Required by states and cities to operate.
  2. 02Bid bonds. Guarantee you will sign if you win.
  3. 03Performance and payment. Guarantee the job gets done and paid.
  4. 04Fidelity and ERISA. Protect clients and plan assets.

COMMON QUESTIONS

Is a bond insurance?
A bond guarantees your obligation; if the surety pays a claim, you reimburse it.
What affects our bond capacity?
Financial statements, work history, and backlog.
Can I bundle this with other coverage?
Yes. One application covers every line we quote, with one renewal calendar and one advisory team.
Does Worklio payroll help?
If you run payroll on Worklio HCM, we pre-fill company details, headcount, and payroll data. We also work with any other payroll provider.

WHAT AFFECTS YOUR PRICE

  1. 01Bond type and amount
  2. 02Financial statements and credit
  3. 03Work history and backlog
  4. 04Obligee requirements

HOW WE QUOTE IT

APPLICATION
Surety application
WHAT TO HAVE READY
  • CPA-reviewed financial statements
  • Work-in-progress schedule
  • Bond form from the obligee
On Worklio HCM? Payroll and headcount data are pre-filled.
  • $35+ Billion
    PAYROLL AND TAXES PAID
  • 23+ Million
    ACH TRANSACTIONS
  • 4.3+ Million
    W-2S / 1099S PROCESSED
  • 2.8+ Million
    EMPLOYEES PAID
TRUSTED BY PARTNERS INCLUDING

See your rates before your next renewal.