Sponsored by: Insurance Automation Group What is the Annual Meeting Online Expo? The Annual Meeting Online Expo features all of the exhibitors at the 2024 Annual Meeting & Expo held at the The JW Marriott Austin, Austin, TX from April 14 to April 17. 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.
Who are the exhibitors? The exhibitors listed below presented their products and services at the 2024 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.
Join the exhibitors participating in Tech Demos on Monday April 15th from 12:00pm – 2:30pm, immediately following the General Session. The NASBP Tech Demo Room is located right off the main foyer in JW Grand Ballroom Salon 4.
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Insurance Automation Group - Table #6 207 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 26th Anniversary helps drive a major, feature-rich software release annually
Stop by Table #6 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 - Table #8 1501 E 2nd Avenue Tampa, FL 33605 US Contact: Jeff York, Chief Business Officer Phone: 813-436-3268 Email: jyork@bond-pro.com Web Site: www.bond-pro.com
Surety Technology Software & Services
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.
Technology Demo Participant: Monday, 1:00pm - 1:15pm
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Computershare Corporate Trust - Table #16 1290 Avenue of the Americas, 9th Floor New York, NY 10104 US Contact: Charles Baker, Senior Vice President Phone: 813-546-5191 Email: charles.baker@computershare.com Web Site: www.computershare.com/corporate-trust
Trustee Services
Computershare Corporate Trust is a market leader with decades of experience in helping clients meet their goals by offering a comprehensive suite of trust services. We offer a wide range of services that fulfill our clients’ unique and emerging needs in corporate and structured finance, debt issuance, and mergers and acquisitions (M&A). By working closely with insurance providers, we can help the markets with a wide choice of available collateral options. Our team of more than 2,000 employees continues our commitment to delivering the highest standards of service and value to our entire client base.
For more information, visit computershare.com/corporatetrust.
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Construction Executive - Table #13 103 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 22nd Annual Contractors' Guide to Surety Bonding which will be published in our November 2024 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 21st 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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Crowe LLP - Table #12 3815 River Crossing Parkway, Suite 300 Indianapolis, IN 46240-7767 US Contact: Kristen Sharpe, Surety Transformation Leader Phone: 317-429-5898 Mobile: 574-220-6333 Email: kristen.sharpe@crowe.com Website: crowe.com/cpasa
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.
Technology Demo Participant: Monday, 1:20pm - 1:35pm
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ePayPolicy - Table #7 5000 Plaza on the Lake, Suite 200 Austin, TX 78746 US Contact: Kim Hedrick, Enterprise Sales Executive Phone: 469-946-9615 Email: kim@epay3.com Web Site: www.epaypolicy.com
Digital Insurance Payments, CheckMate, Finance Connect, Payables Connect
For most insurance companies, payments are a headache. Over 7,000 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.
Technology Demo Participant: Monday, 12:00pm - 12:15pm
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FORVIS - Table #5 3253 E Chestnut Expressway, Suite 301 Springfield, MO 65802 US Contact: Kelsey Simms, National Industry Marketing Lead Phone: 417-831-7283 x10256 Email: Kelsey.Simms@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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Foundation Surety & Insurance Solutions, LLC - Table #3 17000 Science Drive, Suite 106 Bowie, MD 20715 US Contact: Peter Gibbs, President & CEO Phone: 240-835-0865 Email: pgibbs@foundationsurety.com Web Site: www.foundationsurety.com
Surety Agency
Foundation Surety & Insurance Solutions, LLC provides access to contract surety bonds for small and emerging businesses having difficulties obtaining bonds in the standard marketplace. Utilizing SBA’s Surety Bond Guarantee Program, Foundation eliminates barriers for businesses in underserved markets while creating access and contracting opportunities needed to grow their business.
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inRev - Table #0 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 - Table #1 720 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 (and other emerging technologies) 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.
Through a multi-party data sharing platform leveraging RiskStream’s Canopy platform, a blockchain application is being designed by the surety bond industry to connect the global surety ecosystem to facilitate the sharing of data and documents. The goal is to make the surety bond experience easier and cheaper while providing obligees with greater assurance the bonds are legally enforceable obligations.
Technology Demo Participant: Monday, 12:20pm - 12:35pm
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NASBP - National Association of Surety Bond Producers - Table #10 7735 Old Georgetown Road, Suite 900 Bethesda, MD 20814 US Phone: 240-200-1270 Email: info@nasbp.org Web Site: www.nasbp.org
NASBP
As NASBP Members, Affiliates, and Associates you know that NASBP is the association of and resource for surety bond producers and allied professionals. Please visit the NASBP table to discover the new and existing benefits, resources, advocacy initiatives, professional development opportunities, and services that NASBP offers.
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NASBP Publications / Naylor - Table #17 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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New Lyfe Accounting & Construction Financial Management - Table #14 118 N. Conistor Lane, Ste. B239 Liberty, MO 64068 US Contact: Jessica K. 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 construction organizations navigate the financial landscape of the 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. From bookkeeping to high-level CFO services, we help clients plan, meet, and exceed their financial goals well into the future.
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PCMS - Table #15 10000 North Central Expressway, Suite 950 Dallas, TX 75213 US Contact: Michael Desrochers, VP Strategy & Growth Phone: 603-421-6118 Email: mdesrochers@pcmstech.com Web Site: www.pcmstech.com
PCMS Atlas
PCMS Atlas is a cloud-based enterprise software suite designed to handle all core processing needs for small to mid-size property & casualty insurance carriers. Atlas can effectively manage the entire Surety Bond life cycle (commercial, contract, bid), delivering frictionless experience, increasing efficiency, as well as helping drive revenue growth.
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PledgX - Table #11 100-295 Hagey Blvd. Waterloo, ON N2L 6R5 Canada Contact: Satya Vattekat, CEO Phone: 647-545-1767 Email: satya@pledgx.com Web Site: pledgx.com
PledgXai™
PledgX uses AI to improve the accuracy and efficiency of surety underwriting. We do this by automating the ‘Document to Data to Insights’ journey and continuously monitoring account performance. Our services include Intelligent Data Processing of critical documents like Financial and Work-in-Progress statements as well as generating insights such as Peer Group Analysis and Credit Risk Scores. We assist underwriters to monitor their portfolios and focus on problem accounts much earlier than any other early warning systems in the market, using an industry first Probability of Default map, trained on surety claims history. Please get in touch with us for more details and live demos of our services.
Technology Demo Participant: Monday, 1:40pm - 1:55pm
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Tinubu - Table #2 2500 Maitland Center Parkway, Suite 100 Maitland, FL 32751 US Contact: Taylor Grantham, Field Marketing Representative Phone: 321-336-0134 Email: taylor.grantham@tinubu.com Web Site: tinubu.com
Tinubu Surety
Tinubu is deeply committed to revolutionizing the Surety industry. We have developed a comprehensive, worldwide solution—a complete end-to-end surety platform tailored for carriers, agents, and brokers. This platform eliminates the need for manual underwriting and bond processing, allowing you to concentrate on the essential aspects of your business.
Opt for a straightforward, efficient, and dependable path forward with Tinubu.
Connect to the highway.
Technology Demo Participant: Monday, 2:00pm - 2:15pm
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U.S. Small Business Administration Surety Bond Guarantee Program - Table #9 721 19th Street, Suite 426 Denver, CO 80202 US Contact: Tamara Murray, Underwriting Marketing Specialist - Denver Phone: 303-927-3479 Mobile: 303-995-5786 Email: tamara.murray@sba.gov Web Site: www.sba.gov/osg
SBA Surety Bond Guarantees
The U.S. Small Business Administration's Surety Bond Guarantee Program helps small and emerging businesses obtain bid and final bonds up to $14 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. - Table #4 155 Rexdale Blvd., Suite 707 Toronto, ON M9W 5Z8 Canada Contact: Mary-Jane Jarvis, Vice President Phone: 416-740-9704 x224 Email: Mary-Jane.Jarvis@xenex.ca Web Site: www.xenex.ca
SuretyMasterBonds™ and SignatureMaster™
SuretyMasterBonds™ and SignatureMaster™ are cutting-edge software solutions for the Surety Industry.
- SuretyMasterBonds™ offers an array of features, including:
- Instant quote and automated underwriting catering to
- Carriers, Agencies, and Principals
- Sub-broker & MGU markets
- Seamless integration with the SignatureMaster™ eBond solution.
- SignatureMaster™ is the leading Canadian eBonding solution, now available in the US providing:
- Electronic power of attorney management
- Digital indemnity signing and bond execution
- eBond verification for absolute authenticity confirmation
- Guaranteed fraud detection
- Blockchain-based immutability
With over 40 years of business solution building and 24 years focused on surety bonds, our solutions are designed to meet the evolving needs of suretyship.
It's not what we do that matters, it's what we do for you.
We are committed to innovation and dedicated to providing unparalleled support to our clients. Partner with us and together we can shape the future of Surety Bond Management and eBonding.
Technology Demo Participant: Monday, 12:40pm - 12:55pm
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