Online Expo

Sponsored by: Insurance Automation Group

What is the Annual Meeting Online Expo?
The Annual Meeting Online Expo features all of the exhibitors at the 2017 Annual Meeting & Expo and 75th Anniversary Celebration held at the Boca Raton Resort and Club, A Waldorf Astoria Resort from April 23-26. Browse through their products and services or request more information by clicking their web site link or company logo. As the need arises, please be sure to call on their experience and expertise for their many products and services - either here through the NASBP website or directly.

Who are the exhibitors?
The exhibitors listed below presented their products and services at the 2017 NASBP Annual Meeting and Expo. The Online Expo is updated with the latest information directly from our exhibitors. Please make sure to visit all of NASBP's exhibitors web sites below. Thank you to all of the companies listed below that support NASBP members, affiliates, and associates - as well as the entire industry.

New in 2017: The NASBP Surety Innovation Center
Join us on Monday April 24th at lunch time (12:30-2:00pm) in the Expo Hall for the first NASBP Surety Innovation Center. Hosted by the NASBP Automation and Technology Committee, get an update on the latest in standards development and other relevant surety technology advancements that will affect your business soon. Click here to learn more about the NASBP Surety Innovation Center.


Insurance Automation Group - Booth #5
207 Larrabee Road
Westbrook, Maine 04092
Phone: 207-856-5325
Contact: Jeffrey Bucci, Client Relationship Manager
Web Site:

iAutomate Surety Suite

iAutomate surety solutions are designed to automate even the more complex workflows to produce Contract or Commercial bonds with effective integrations to third party systems in the surety value chain. Throughout the bonds lifecycle, the solutions' many inherent features will enable you to easily issue, track, manage, and bill each bond transaction. The result is a more accurate bond produced for significantly less time and cost.

iAutomate: Erlon Surety:
  • Directly integrates with over a dozen third party systems; including, but not limited to Applied’s Epic and TAM, Vertafore’s Sagitta and AMS360, Quickbooks, Peachtree and many more...
  • Customizable Dashboard specific to User Role – Alerts & Diary features
  • Customizable Reports – create and customize reports
  • Support of Canadian requirements – Agreement to Bond, STEM # creation and assignment, bond rating, and French language compatibility
  • Innovative and active User Group celebrating its 20th Anniversary drives a major, feature-rich software release every year
Stop by booth 5 to learn how we can assist with improving your organization's efficiency and profitability and don't forget the Innovation Center on 4/24 at 1:30 to observe the latest automation capabilities in the surety value chain connecting carrier to Erlon to agency management system!


BKD, LLP - Booth #10
1201 Walnut Street, Suite 1700
Kansas City, Missouri 64106
Phone: 816-221-6300
Contact: Tim Wilson, Partner
Web Site:

CPA and Advisors

BKD National Construction & Real Estate Group has the necessary knowledge in bonding, financing, tax planning and financial management to help your firm. Our experts work with companies to help improve their bottom line and increase cash flow. Construction companies can benefit from our wide range of offerings, including tax services, succession planning, strategic planning, valuations and risk management. Our advisors can help your business improve performance, gain control over internal finances and overcome challenges to help meet your strategic goals.


Blair Business Systems, Inc. - Booth #4
15 Evergreen Drive
Medford, New Jersey 08055
Phone: 609-781-1727
Contact: Frank Moser, Senior Developer
Web Site:

TABS (Totally Automated Bond System)

A customized software package designed to meet the needs of both Sureties and Agencies while improving service and reducing costs. Don't buy out of the box, one size fits all - why not have a CUSTOM system!


Bond-Pro, LLC - Booth #12 & 13
1501 E. 2nd Avenue
Tampa, Florida 33605
Phone: 888-789-4985
Contact: Jeff York, Vice-President of Business Development
Web Site:

Bond-Pro Enterprise NextGen®

Bond-Pro is the most widely used Surety Automation and Management software system in the insurance industry. Utilized by over 25 carriers and 100 agencies, we offer the only integrated suite of highly configurable modules that provide clients with the ability to automate and manage their entire surety operations from cradle to grave in one single modern and flexible application. As a result, carriers and agencies who have traditionally relied on a variety of legacy technology solutions are upgrading their systems to remain competitive in today's rapidly evolving surety marketplace. Our proven enterprise technology was recognized by Gartner (the world's leading independent IT research and advisory firm) as "the only vendor to offer a full suite surety solution designed specifically for the surety industry." A key advantage of our architecture is that it enables extensive configurability of business rules, workflows and user interfaces.


CICPAC - Booth #3
15011 East Twilight View Drive
Fountain Hills, Arizona 85268
Phone: 480-836-0300 - Fax: 480-836-0400
Contact: John Corcoran, Executive Director
Web Site:

Association of CPA Firms

The Construction Industry CPAs/Consultants Association (CICPAC) is a national association of CPA firms recognized in their respective markets for providing high-quality financial and consulting services to over 7,000 construction industry entities.

Each firm is the exclusive member in its area and must demonstrate proficiency in construction industry services and a reputation for high-quality work and integrity. Through CICPAC’s educational programs and the continuous exchange of ideas and information, CICPAC members stay at the forefront of the construction industry.

By working with a CICPAC-member CPA firm, contractors will receive the individual attention of one accomplished firm, combined with the unparalleled knowledge and resources of a nationwide network of construction industry specialists.


Construction Executive - Booth #20
103 Spring Street
Newton, New Jersey, 07860
Phone: 973-383-0888
Contact: Donald Berry, National Sales Manager
Web Site:

Construction Executive Magazine

Construction Executive magazine will publish the 15th Annual Contractors' Guide to Surety Bonding in November 2017. Sponsored by NASBP, SFAA and SIO, this annual guide includes the "2018 Directory of Surety Bond Professionals." Firms that support this important surety industry marketing effort with a full-page advertisement are featured in the lead article, "Executive Insights from Leaders in Surety Bonding." Advertisers receive a free listing in the Surety Directory. State and national listings can be purchased separately, and there are categories for underwriters, producers and consultants, including CPAs and law firms. Sponsorships are also available. CE also publishes a twice monthly "Risk Management" eNewsletter. The editor is Marla McIntyre, former Executive Director of SIO. Please direct editorial submissions for Risk Management to For advertising inquiries, contact Don Berry,


Construction Financial Management Association (CFMA) - Booth #2
100 Village Blvd, Ste 200
Princeton, New Jersey, 08540
Phone: 609-452-8000
Contact: Laurel Seymour, Executive Assistant
Web Site:

CFMA's Construction Financial Benchmarker

If you and your client need to know a company's net income as a percentage of revenue, a company's days in A/R, or a company's performance compared to Best in Class contractors, then you need the power of CFMA's Construction Financial Benchmarker's interactive reports, including five different kinds of comparative charts and graphs. Log on to CFMA's Construction Financial Benchmarker at and see how this dynamic, online tool can save hours of analysis with side-by-side comparisons of your clients' financials versus results from CFMA's Annual Financial Survey Online Questionnaire. By choosing specific company type, location, and revenue, along with accompanying Best in Class categories, reports can be customized to provide targeted benchmarking results. With 24/7 access to more than 20 key financial ratios, balance sheet figures, and historical data going back to 2009, the Construction Financial Benchmarker has the data that details the industry! 


crowe01.jpgCrowe Horwath LLP - Booth #25
55 Campau Ave NW, Suite 500
Grand Rapids, MI 49503
Phone: 616-233-5569
Contact: Mark Blosser, Partner
Web Site:

Crowe Portfolio Analyzer solution for Sureties and Agents

Crowe Horwath LLP is one of the largest public accounting, consulting, and technology firms in the U.S. Connecting deep construction industry expertise and specialized knowledge with innovative technology, our dedicated professionals create value for our clients with integrity and objectivity.

The Crowe Portfolio Analyzer solution is for use by sureties and agents and delivers timely and comprehensive reporting about each contractor's financial situation while significantly reducing manual data entry and analysis. This solution's comprehensive analysis and benchmarking capabilities can greatly enhance visibility across the company's entire contractor portfolio. Crowe invests in tomorrow because we know smart decisions build lasting value for our clients, people, and profession.


Focus on Innovation, Inc. (e-SURETY™) - Booth #15
101 Marketside Avenue, Suite 404-201
Ponte Vedra, Florida 32081
Phone: 904-395-1616
Contact: Dan Buckles, CEO and Founder
Web Site:


e-SURETY™ is  the surety industry's most successful underwriting and automation system on the market; backed by an active and collaborative user community representing 32% of the Top 25 Sureties. Proven to substantially reduce operating costs throughout the Enterprise while improving agent satisfaction and retention, e-SURETY™ is a satisfying end-user experience in managing every life cycle event of any bond while also providing unprecedented analytic and operational reporting capabilities for commercial & contract accounts. All our solutions are aggressively updated and supported, and capable of adding new capabilities for your business as you require and is easily integrated into existing corporate data systems. We have an 18 year record of successful transformation of over 35 surety carriers because our software enables them to make the changes they need to be competitive and succeed in a time of rapid industry transformation. We serve one industry and focus on one challenge-surety!


Great Horn Financial Services - Booth #11
9515 Deereco Rd., Suite 1004
Timonium, Maryland 21093
Phone: 410-616-9936
Contact: Matt Hodson, President
Web Site:

Funds Control Services

Great Horn Financial Services is an independent escrow agency providing full-service disbursement control and funds management for bonded construction projects. Great Horn provides receipt and disbursement of project funds, detailed analysis, and real-time surety reporting on an as-needed basis for a multitude of sureties nationwide. Great Horn sets the standard for proactive funds management in order to avoid payment claims before they start.


insuraxe01.jpgInsuraxe Solutions, Inc - Booth #18
9107 Wilshire Blvd, Suite 450
Beverly Hills, California 90210
Phone: 855-556-5123
Contact: Ali Smadi, Co-Founder
Web Site:

SuretyX Management System

Insuraxe Solutions, Inc understands the importance of Technology in Insurance Industry, with a solid history of Insurance Expertise, focusing on Surety Lines products, we combine both, the knowledge in Insurance as a Business and the know-how in technology to provide you with a complete online solution, that works for you.

We build cloud-based access portals for Underwriters, Retail Brokers, and Agents, integrating key components, including rule-based or custom Rating Engines, Submissions Management, Policy Administration, Documents Production, Premium Billing and Invoicing, Commission Reporting, and Internal workflow tools to help you manage your operations internally to lower costs and increase your employee efficiency.

Insuraxe Solutions software customization service does not stop at providing you with a system to manage your retail brokers, and policy issuance process or rating, we take the additional step to integrate your workflow with a system built on your needs.


InSure Vision Technologies, LLC - Booth #16
5170 Sepulveda Blvd., Suite 200
Sherman Oaks, California 91403
Phone: 818-783-3460
Contact: Pamela Stocks, President
Web Site:

The SurePath Network

The SurePath Network is the leading web-based Surety Bond processing/management solution. SurePath automates the entire processing life cycle utilizing over 17,000 forms from our bond library and attaches the Power of Attorney. Bond list updates, renewals, riders, transaction reports and bid results are just one click away. Additional features include WIP reports, Financial Statement analysis, electronic submission of bonds to obligees, integration with your policy management billing system, custom reporting and maintenance of the bond form library. The SurePath client access tools provide seamless interaction with your clients as well as enhanced efficiency. SurePath offers B2B Carrier Integration (ACORD XML based) with Liberty Mutual Surety and Travelers, others will be added. Please stop by our booth for a demonstration of the latest Carrier B2B Integration, and new Vertafore Sagitta and Applied Epic Integration.


Lexon Surety - Booth #19
12890 Lebanon Road
Mount Juliet, TN 37138
Phone: 615-210-2755
Nicole Campbell, Underwriter Trainee
Web Site: 

Surety Bonds

Lexon Surety Group, LLC is a privately held insurance company specializing in the business of surety bonds. Currently, our products are available in 50 states, Washington D.C., Guam, and The Northern Mariana Islands and all U.S. Properties located overseas and can be accessed through our nationwide network of independent agents and brokers who are ready to meet client needs.

We are a full-service surety bond company that writes Contract Surety Bonds, Platt/Off-Site/Subdivision Surety Bonds, Commercial – License, Permit and Miscellaneous Surety Bonds, Court – Civil and Probate Surety Bonds, Fidelity Surety Bonds and Environmental Surety bonds for individuals and companies of all sizes. 

Lexon Surety Group, LLC is comprised of Lexon Insurance Company and Bond Safeguard Insurance Company both are headquartered in Mt. Juliet, TN. Cumulatively we are the 10th largest writer of surety bonds according to The Surety and Fidelity Association of America’s 2015 report.


Liberty Mutual Surety™ - Booth #17
1001 4th Ave, Suite 3800
Seattle, Washington 98154
Phone: 206-473-3533
Renee Llewellyn, Vice President
Web Site:

Surety Bonds

Liberty Mutual Surety™, the 2nd largest surety writer in the U.S., works closely with independent agents and brokers and their customers to build mutually profitable relationships by providing ease of doing business, smart business solutions and professional, consistent and responsive service. From first bond to industry-leading bond program capacity, we have the capabilities and experience to underwrite all types of contractors and corporations for regional, national, and multi-national customers. With underwriting offices in the U.S., Canada, Australia, United Kingdom, Brazil, Germany, and Mexico, Liberty Mutual Surety writes bonds in more than 40 countries.



NASBP Advocacy - Booth #7
1140 19th Street, NW, Suite 800
Washington, District of Columbia, 20036
Web Site:

NASBP Advocacy

NASBP advocates for, protects, and advances the interests of professional surety bond producers and of suretyship. NASBP informs, persuades, and engages legislators, government officials, and all parties interested in or impacted by surety bonds; works with and forms alliances with many organizations representing owners, design professionals, contractors, subcontractors, and others; and provides the NASBP membership resources to communicate effectively and to promote the benefits of the surety product with their elected officials and to the general public. Be sure to stop by the NASBP Advocacy Booth to view the slideshow of examples of NASBP Advocacy working for you and to learn more about the NASBP legislative and regulatory priorities.  


NASBP Education

NASBP Education - Booth #8
1140 19th Street, NW, Suite 800
Washington, District of Columbia, 20036
Web Site:

NASBP Professional Development

Our programs help surety professionals enhance learning through our Level I, II and III Surety Schools, online courses, workshops and virtual seminars. This is an opportunity to learn firsthand about these opportunities and determine who among your staff should be taking advantage of the 2017 offerings.


New Day Underwriting Managers LLC - Booth #14
2465 Kuser Road, Suite 202
Hamilton, New Jersey 08690
Phone: 609-298-3516 Ext. 101
Contact: Jefferey Lejfer, CEO
Web Site:

Construction Related Professional Liability and Environmental Risk Management

New Day Underwriting Managers LLC is a specialty intermediary serving retail insurance brokers by delivering optimal solutions in environmental liability and construction-related professional liability insurance for their clients.   We assist them in finding appropriate insurance products and services provided by the nation's most recognizable and largest insurance providers.   New Day strives to be the brokers' knowledgeable, professional and responsive resource to effectively advise and develop strategies/solutions that address their clients' diversified issues.   The clients of our partner retail brokers represent a diverse group of industries including real estate, construction, environmental consulting, manufacturing and more.   No matter what the industry, managing a business' environmental exposures and construction-related professional risks requires undivided attention and precise expertise.  


NIIT Technologies - Booth #24
1050 Crown Plaza Parkway, Suite 1000
Atlanta, Georgia 30338
Phone: 630-903-9081
Contact: Dennis Steckler, Program Head, Insurance
Web Site:


N-SURETY is a Surety as a Service, cloud-based, solution that is both broker and insurance company oriented. Pricing is based on bond volume and not on a percentage of premium. This enables our customers to project the cost of acquiring and growing their book of business on a variable vs.fixed price basis. We project that our software can be acquired with an expense ratio of less than 1.5% of surety premium and will be reduced further by the impact that our SaaS product has on our customer's IT infrastructure, assets and operation. Implementation will generally be under 6 months and in many case within 4 months.


North American Construction Services, Inc - Booth #21
1710 Douglas Drive N., Suite 109
Golden Valley, Minnesota 55422
Phone: 763-546-1784
Contact: Mike Pecard, Vice President
Web Site:

Funds Control / Escrow

North American Construction Services, Inc. is an experienced funds control / escrow company in the contract surety industry. Founded in 1991, NACS brings additional protection to national sureties by managing the receivables and payables throughout the course of the bonded construction project. In addition to added Surety security, NACS assists small, emerging, and minority construction firms seeking the performance and payment bonds necessary to secure construction contracts.



The Research and Recognition Project - Booth #1
145 East Second St.
Corning, New York 14830
Phone: (855) 229-1428
Contact: Frank Bourke
Web Site:

The Research and Recognition Project

This is the nationally needed breakthrough in the treatment of Post-Traumatic Stress. This non-drug, reimaging Protocol takes 5 hours and, under strict scientific scrutiny, has a success rate in excess of 90% in eliminating PTS symptoms over the first four studies. Funding is needed to continue research, and treatment of those suffering, as well as beginning the training of new counselors. We hope train 100 Counselors who will treat 1000 PTS sufferers. Treatment of just 3,500 PTS affected veterans will provide immeasurable relief to PTS veterans, their families and loved ones, as well as save $20 million annually.


Travelers Bond & Specialty Insurance - Booth #6
770 Pennsylvania Drive , Suite 110
Exton, Pennsylvania 19341
Phone: 610-458-2007
Contact: Russell Vance, Vice President
Web Site:

Construction and Commercial Surety Bonds and Solutions

For more than 100 years, Travelers Bond & Specialty Insurance has been an industry leading surety provider specializing in both domestic and international surety needs - from the largest multi-national companies to "Main Street" businesses. Travelers Bond & Specialty Insurance has surety underwriting and claim professionals located in more than 70 offices nationwide. Our Commercial Surety team specializes in both domestic and international miscellaneous surety and performance bonding needs from the largest multi-national companies to "Main Street" businesses and industries. Our Construction Services team offers bonding and related services to general and heavy contractors, construction managers and subcontractors. To help streamline your agency efficiencies with both of this business, we offer our online surety bond processing platform Travelers Click. In just five simple steps, Travelers Click℠ makes it even easier to write surety bonds. Visit or our NASBP booth for more information on Travelers Bond & Specialty Insurance!


U S Small Business Adminstration Office of Surety Guarantees - Booth #22
721 19th Street #426
Denver, Colorado 80202
Phone: 303-927-3479
Contact: Tamara Murray, Underwriting Marketing Specialist
Web Site:

Surety Bond Guarantees for Contract Bonds

The U.S. Small Business Administration's Surety Bond Guarantee Program provides surety bond guarantees for small businesses on federal, state, local and commercial construction, service and supply contracts and subcontracts in partnership with surety companies and their agents. The SBG Program helps small and emerging contractors who have the knowledge and skills necessary for success, but lack the experience and/or financial strength to obtain bonds through regular channels. SBA's guarantee allows sureties to write bonds for contractors who do not otherwise meet their minimum standards, providing small and underserved contractors with increased contracting opportunities.


XBRL US - Booth #23
2 Spinnaker Place
Redwood City, California 94065
Phone: 917-747-1714
Contact: Michelle Savage, Vice President, Communications
Web Site:

XBRL Financial Data Standards

XBRL US is the non-profit consortium for XBRL business reporting standards in the U.S. and it represents the business information supply chain. Its mission is to support the implementation of XBRL business reporting standards through the development of taxonomies for use by U.S. public and private sectors, with a goal of interoperability between sectors, and by promoting XBRL adoption through marketplace collaboration. XBRL US has developed taxonomies for U.S. GAAP, credit rating and mutual fund reporting under contract with the U.S. Securities and Exchange Commission and has developed a taxonomy for corporate actions. XBRL US is currently developing a pilot taxonomy for Work in Process reporting by contractors submitting financial performance information to sureties. For more information