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Sponsored by: Insurance Automation Group
What is the Annual Meeting Online Expo?
The Annual Meeting Online Expo features all of the exhibitors at the 2023 Annual Meeting & Expo held at the The JW Marriott Marco Island Beach Resort, Marco Island, FL from April 30 to May 3. Browse through their products and services or request more information by clicking on their email contact or their website link. 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 when visiting the Expo. If you wish to find out more about some of the technologies and designs used by this year's exhibitors, be sure to visit the virtual Surety Innovation Center site.
Who are the exhibitors?
The exhibitors listed below presented their products and services at the 2023 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.
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 Insurance Automation Group - Booth #20
207 Larrabee Road
Westbrook, ME 04092 US
Contact: Jeffrey Bucci, Business Manager
Phone: 207-856-5325
Email: jbucci@insuranceautomationgroup.com
Web Site: www.iautomatesurety.com
iAutomate: Erlon Surety
Simplified software solutions to integrate and automate the entire surety value chain.
Many parties and disparate technology systems compose the surety value chain. Each party and technology system are essential to its success. How these parties and systems exchange information is paramount to the effectiveness and profitability of your business. iAutomate Surety is a simplified surety automation platform designed to connect and exchange vital surety information based on industry standards, leveraging best practices.
iAutomate key features include, but are not limited to:
- ✔ iAutomate: Integration Network, B2B carrier integration module
- ✔ Multi-language application and database
- ✔ Functional consumer, client, and agency facing portals
- ✔ Applied Systems Platinum Integration Partner: Applied Certified integrations with Epic and TAM
- ✔ Surety2000 Integration Partner for electronic bonds / bidding
- ✔ Vertafore Orange Integration Partner: Certified integrations with AMS360 and Sagitta
- ✔ Integrations also available with QuickBooks and many other third- party systems
- ✔ Innovative and active Erlon User Group celebrating its 25th Anniversary helps drive a major, feature-rich software release annually
Stop by Booth #20 or email to learn why the majority of the top ten surety operations invest in our partnership and the iAutomate platform to achieve their objectives.
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 Bond-Pro - Booth #13
302 Knights Run Avenue, Suite 1160
Tampa, FL 33602 US
Contact: Kimberly LaBonte-Kay, Project Manager
Phone: 813-436-3268
Email: kimberly@kdlksolutions.com
Web Site: www.bond-pro.com
Bond-Pro Enterprise NextGen
Bond-Pro’s fully integrated enterprise software suites enable Surety professionals to streamline and automate the entire life cycle of Commercial, Bid and Contract Bonds.
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 CICPAC - Booth #16
4531 Bohemia Drive
Pensacola, FL 32504 US
Contact: Kathleen Baldwin, Executive Director
Phone: 850-723-0372
Email: kbaldwin@cicpac.com
Web Site: www.cicpac.com
CICPAC, Association of CPA Firms
Construction Industry CPAs/Consultants Association (CICPAC) is a national association of accounting firms who serve over 11,000 construction companies. With vast knowledge, respectable histories and high quality financial and consulting service teams, we are the CPAs who know construction!
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 Construction Executive - Booth #8
103 Spring Street
Suite 200
Newton, NJ 07860 US
Contact: Donald Berry, National Sales Manager
Phone: 973-556-7101
Email: dberry@magazinexperts.com
Web Site: www.constructionexec.com
Construction Executive Magazine
Construction Executive is the magazine for the business of construction reaching over 150,000+ business owners and financial decision-makers, including all 22,000+ member firms of Associated Builders and Contractors nationwide. Make plans now to participate in CE's upcoming 21st Annual Contractors' Guide to Surety Bonding which will be published in our November 2023 issue in association with NASBP, SFAA and ABC. This annual joint marketing effort is the industry's single largest annual publication designed to educate contractors on the importance of surety bonds. Attendees can pick up a copy of last year's 20th Annual Contractors' Guide to Surety Bonding at the CE exhibit booth. Underwriters, producers, CPAs and law firms that support this effort receive an Executive Interview. For more information on advertising, corporate profiles and sponsorship opportunities, please email dberry@magazinexperts.com.
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 Construction Financial Management Association - Booth #24
100 Village Blvd, Suite 200
Princeton, NJ, 08540 US
Contact: Cathy Wasner,VP, Member Services & Business Development
Phone: 609-452-8000
Email: cwasner@cfma.org
Website: www.cfma.org
Construction Financial Management Association (CFMA)
Founded in 1981, CFMA is the only organization dedicated to bringing together construction financial professionals and those partners serving their unique needs. CFMA serves more than 9,000 members and 99 chapters located throughout the US and Canada.
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 Crowe - Booth #12
3815 River Crossing Parkway, Suite 300
Indianapolis, IN 46240-7767 US
Contact: Kristen Sharpe, Product Owner
Phone: 317-429-5898
Email: kristen.sharpe@crowe.com
Website: crowe.com/nasbp
Crowe Portfolio Analyzer for Sureties and Agents
Do you want to eliminate manual tasks? Are you interested in making faster, more reliable underwriting decisions? Ask Crowe about automation within underwriting and get started immediately. We now have a no implementation option to get you instant access to industry insights and peer data and start taking advantage of our automated underwriting tools. Build a stronger book of business while experiencing the power of automation, data integrity, and reliability in your underwriting.
Crowe has more than four decades of experience providing accounting, tax, and performance consulting services to contractors, and we’re one of the largest providers of these services for the construction industry. We’ve delivered value to our clients through custom software solutions for 20-plus years. Crowe Portfolio Analyzer for Sureties and Agents was developed by leveraging both of these areas of expertise to provide the most comprehensive financial and portfolio analysis solution available for the surety sector. Crowe Portfolio Analyzer for Sureties and Agents can help underwriters and agents monitor contractors’ financials and performance, and gain instant insights into portfolio risks. This automated financial and job schedule analysis tool eliminates manual data entry while also providing construction-specific assessment and industry-wide benchmarking. |
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 ePayPolicy - Booth #9
5000 Plaza on the Lake, Suite 150
Austin, TX 78746 US
Contact: Gabe Nix, Enterprise Sales Representative
Phone: 317-605-3896
Email: gabe.nix@epay3.com
Web Site: www.epaypolicy.com
ePayPolicy
For most insurance companies, payments are a headache. Over 6,000 insurance companies trust ePayPolicy to speed up inefficient payments with an easy-to-use, connected platform. Secure, online ACH and credit card payments, daily check collection and payables network tools, all within a single dashboard. Featuring time-saving management system integrations, ensuring your accounting team is just as delighted as your customers.
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FORVIS - Booth #21
910 East St. Louis Street, Suite 400
Springfield, MO 65806 US
Contact: Jory Leeper, National Industry Marketing Leader
Phone: 417-831-7283
Email: jory.leeper@forvis.com
Web Site: www.forvis.com
FORVIS Accounting & Advisory Services
FORVIS, LLP is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver an Unmatched Client Experience™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,700 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.
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InRev - Booth #22
1909 Beechwood Avenue
Nashville, TN 37212 US
Contact: Nick Benenati, Head of Surety
Phone: 305-431-1231
Email: nick@getinrev.com
Web Site: www.getinrev.com
InRev
inRev is an underwriter of small and medium contract surety bonds ($5M single / $10M aggregate). inRev's Agent platform is the fastest and easiest way to secure terms in seconds and receive bonds in minutes. See for yourself at www.getinrev.com.
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The Institutes RiskStream Collaborative - Booth #5
720 Providence Road, Suite 100
Malvern, PA 19355 US
Contact: Sandy Hampel, Director, Product Management
Phone: 610-644-2100
Email: hampel@theinstitutes.org
Web Site: www.riskstream.org
RiskStream Collaborative
The Institutes RiskStream Collaborative aims to create an ecosystem within the risk management and insurance industry that leverages a scalable, enterprise-level blockchain/distributed ledger technology framework to design/build decentralized applications which aim to streamline the flow and verification of data in multiparty business processes. The goal is to lower operating costs, drive efficiency from improved processes, and enhance the customer experience.
The first international blockchain application is being designed by the surety bond industry, serving all entities by converging all channels, processes, and entities in a trusted and secure manner where data and documents can seamlessly flow while ensuring the highest standard of data privacy and security.
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 Liberty Mutual Surety - Booth #19
1001 4th Avenue, Suite 3800
Seattle, WA 98101 US
Contact: Renee Llewellyn, Sr. Vice President - Surety Plus
Phone: 206-473-3533
Email: reneec.llewellyn@libertymutual.com
Web Site: libertymutualsurety.com
Liberty Mutual Surety Bonds
Liberty Mutual Surety is the largest surety provider in the U.S. and globally. With underwriting offices in almost 20 countries and bonds issued throughout the world, we have the ability, experience, and resources to underwrite all types of contractors and corporations for local, regional, national, and multinational customers.
• With industry-leading capacity and innovative, value-added service offerings, we bond all-sized contractors so they can build public and private projects.
• From small businesses to Fortune 100 public and private equivalent companies, we offer transactional and comprehensive commercial surety programs that help protect businesses from financial loss.
• Our Global Risks division specializes in international and reverse flow operations. Through affiliated companies and fronting relationships, we have facilities all over the world, making us a leading provider of foreign bonds for U.S. companies, and domestic bonds for foreign companies operating in the US.
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NASBP Advocacy - Booth #1
7735 Old Georgetown Road, Suite 900
Bethesda, MD 20814 US
Contact: Larry LeClair, Director, Government Relations
Phone: 240-200-1270
Email: lleclair@nasbp.org
Web Site: www.nasbp.org/advocate
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 learn more about NASBP Advocacy and how it works on your behalf, and NASBP's legislative and regulatory priorities.
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NASBP Podcasts - Let's Get Surety Podcast - Booth #3
7735 Old Georgetown Road, Suite 900
Bethesda, MD 20814 US
Contact: Kat Shamapande, Director, Professional Development
Phone: (240) 200-1270
Email: kshamapande@nasbp.org
Web Site: letsgetsurety.org
Let's Get Surety Podcast
Join our host Kat Shamapande who will be joined on each episode by fun co-hosts and exciting and engaging guests as we bond over bonding by sharing stories, insights, and expertise on the world of surety! Don't miss a single episode--subscribe now on all popular podcast platforms, including Spotify, Apple Podcasts, Google Podcasts, and Stitcher.
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NASBP Professional Development - Booth #4
7735 Old Georgetown Road, Suite 900
Bethesda, MD 20814 US
Contact: Kat Shamapande, Director, Professional Development
Phone: 240-200-1270
Email: kshamapande@nasbp.org
Web Site: www.nasbp.org/learn
NASBP Professional Development
NASBP’s programs offer high-quality professional development education designed to improve performance and to deliver timely, relevant information and training. We help surety professionals enhance learning through Level I, II, III and Commercial Surety Schools, CE Sessions, workshops and SuretyLearn NASBP’s online learning portal giving you access to live virtual seminars, on-demand recordings, and online CE courses. Stop by and learn firsthand about these opportunities and determine who among your staff should be taking advantage of the many great NASBP professional development offerings!
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NASBP Publications / Naylor - Booth #23
5950 NW 1st Place
Gainesville, FL 32607 US
Contact: Doug Smith, Publication Director
Phone: (352) 333-6015
Email: dougsmith@naylor.com
Web Site: www.suretybondquarterly.org/advertise
NASBP Advertising Opportunities
How can you influence key surety industry decision-makers and reach potential new customers? Advertise in NASBP publications and websites! And, the NASBP Surety Pro Locator can help you reach project owners and contractors as they identify options to ensure their project success. Stop by to learn more about the NASBP Surety Pro Locator directory and the many advertising options that can help you build brand awareness and grow your business.
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NASBP Surety Tech EXPO Showcase - Booth #6
7735 Old Georgetown Road, Suite 900
Bethesda, MD 20814 US
Contact: Steve Karlin, Director, Technology & Membership Services
Phone: 240-200-1270
Email: skarlin@nasbp.org
Web Site: www.nasbp.org/sic
NASBP Surety Tech EXPO Showcase
Visit the NASBP Surety Tech EXPO Showcase and see the latest blockchain enabled surety bond technology or try your hand at posing a question to an AI text generator. Check the schedule posted daily and make it part of your meeting by taking part!
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New Lyfe Accounting - Booth #10
118 N. Conistor Lane, Ste. B239
Liberty, MO 64068 US
Contact: Jessica Krause, CEO
Phone: 816-683-4100
Email: jessicak@newlyfekc.com
Web Site: www.newlyfekc.com
New Lyfe Accounting & Construction Financial Management
At New Lyfe Accounting (NLA), we help ambitious business owners navigate the financial landscape of the commercial construction industry. Where other firms extend only a portion of their services to construction, it’s our sole specialty. Unlike traditional firms, we operate as a strategic partner for our clients, guiding them through every step with accurate, timely, and easy-to-understand financial reports. Our high-level CFO services are designed to help them plan, meet, and exceed their financial goals well into the future.
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North American Construction Services (NACS) - Booth #14
1710 North Douglas Drive, Suite 109
Golden Valley, MN 55422 US
Contact: Mike Pecard, President
Phone: 763-546-1784
Email: mpecard@nacsescrow.com
Web Site: www.nacsescrow.com
NACS - Funds Control / Escrow Services
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.
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PledgX - Booth #17
295 Hagey Blvd., 1st Floor West
Waterloo, ON N2L 6R5 Canada
Contact: Satya Vattekat, CEO
Phone: 647-545-1767
Email: satya@pledgx.com
Web Site: pledgx.com
PledgXai™ and PledgXQualify™
PledgXai™ generates insights from various sources of data using artificial intelligence about a contractor's performance and ability to execute projects, helping underwriters manage their risk and provide extra value-added services for client. These insights are used to determine appropriate bonding facility limits, probability of default and recommendations for the contractor to grow their business and/or improve profitability.
PledgXQualify™ is a SaaS application that General Contractors and Project Owners use to pre-qualify contractors and subcontractors, view project execution references and manage their work-in-progress reporting. It is also used by producers/agents to collect all information required for a submission.
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S&P Global Market Intelligence - Booth #11
55 Water Street, 46th Floor
New York, NY 10041 US
Contact: Kevin Morrissey, Vice President of Business Development
Phone: 917-842-1055
Email: kmorrissey@spglobal.com
Web Site: www.spglobal.com/marketintelligence/en/client-segments/insurance
S&P Global Market Intelligence
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/marketintelligence.
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Tinubu - Booth #18
2500 Maitland Center Parkway, Suite 100
Maitland, FL 32751 US
Contact: Thao Tran, Marketing Lead, Americas
Phone: 904-395-1610
Email: ttn@tinubu.com
Web Site: tinubu.com
Tinubu Surety
Tinubu has created one global solution for all, an end-to-end surety platform for carriers, agents, and brokers. By saving time on manual underwriting and bond processing, you can focus on what really matters: your core business.
Take the direct, efficient, reliable way forward and choose Tinubu.
Connect to the highway.
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U.S. Small Business Administration - Booth #2
721 19th Street, Suite 426
Denver, CO 80202 US
Contact: Tamara Murray, Underwriting Marketing Specialist - Denver
Phone: 303-927-34797283
Email: tamara.murray@sba.gov
Web Site: www.sba.gov/osg
SBA Surety Bond Guarantee Program
The U.S. Small Business Administration's Surety Bond Guarantee Program helps small and emerging businesses obtain bid and final bonds up to $10 million. SBA's bond guarantee helps producers and sureties support small and underserved businesses, providing increased contracting opportunities and maximizing bonding capacity while increasing premium potential and customer loyalty. Expand your business and join the growing network of surety companies and producers that partner with SBA.
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 Xenex Enterprises Inc. - Booth #15
155 Rexdale Blvd., Suite 707
Toronto, ON M9W 5Z8 Canada
Contact: Gabriel Puyana, Business Development Executive
Phone: 416-740-9704 x228
Email: gabriel.puyana@xenex.ca
Web Site: www.xenex.ca
SuretyMasterBonds™ and SignatureMaster™
Game changers for Surety Bond Production and eBonding.
- SuretyMasterBonds™ is a surety bond producing solution for Carriers, Agencies and Principals.
- Rules Based Automated Underwriting
- Sub-Broker & MGU Markets
- Electronic Power of Attorney Management
- Automated eBond Life Cycle Management
- SignatureMaster™ is the leading Canadian eBonding solution, now available in the US, offering:
- Electronic Power of Attorney Management
- Indemnity Signing and Bond Execution
- Digital Bond Verification for Absolute Authenticity Confirmation
- Guaranteed Fraud Detection
- Blockchain Based Verification
With 40 years of business solution building, 23 years focused on Surety Bonds, we are still eager to learn a new thing or two about surety.
It is not what we do, but what we do for you, that really matters.
Discover with us how Blockchain immutability principals and SignatureMaster™ solved Canadian eBonding challenges without changing the way surety business is done.
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