This year you may be looking for new, distinct ways to talk about surety and resources to offer to your new and existing clients. The NASBP Producer Communications Toolkit 2.0 is your guide to framing surety in terms of successful outcomes for any stakeholder and includes a variety of assets to share with and to help your clients.

Access the Toolkit at the Be Guaranteed To Succeed website: https://www.nasbp.org/guaranteed/home. While most of the materials shared here are available for public viewing, you will need your NASBP username and password to access materials in the kit specifically for bond producers.

 

Here are six easy resources to share with your clients:

1. NASBP Be Guaranteed To Succeed Surety Story Videos

NASBP Surety Story Videos capture real-life stories from stakeholders who explain the value of surety. In the Toolkit’s resource chart, the Surety Story videos are separated by stakeholder (project owner, lender, architect, or contractor), and the chart includes a description of the video to help you share why your client should watch it. There is also a document with best practice tips on how to share the videos on social media, in slide presentations, email outreach, and more.

 

 

2. How to Obtain Surety Bonds: An Introduction to Contract Surety Bonding for Contractors

This document is helpful to clients that are new to surety. It describes the prequalification process to obtain surety credit, including a general checklist of items a contractor may need to provide the bond producer and surety during prequalification. It also touches on verifying the bond, benefits of bonding, and maintaining a surety relationship.

 

 

 

 

 

3. Slideshow: The Benefits of Surety Bonds to Lenders

This slideshow is part of a page on the NASBP website dedicated to Resources for Educating Lenders. There you’ll find NASBP Surety Story videos that focus on lenders as well as the slideshow. This slideshow describes the benefits of surety bonds and also goes over general information about surety bonds, like the types of surety bonds, the parties to a bond, and The Three Cs—capital, capacity, and character—of surety bond underwriting. The slideshow also addresses some misconceptions lenders may have about surety bonds.

 

 

 

4. Managing Project Risks through Surety Bonds

This document, one of four new documents from NASBP focusing on the architect as a stakeholder, provides an overview of the importance of surety bonds for architects and their owner clients. Surety bonds help ensure successful projects, and successful projects benefit the reputations of owners and architects. If architects understand the benefits of bonding, they can encourage owners to consider using them on a project.

 

 

 

 

5. 9 Things Savvy Owners Should Know About Surety Bonds

This document provides nine reasons owners should require surety bonds on their projects. Easily shared with owners, or those that influence owners, it makes it clear that surety ensures project—and personal—success.

 

 

 

 

 

 

 

6. Always Verify Your Bond!

This is an essential, easy resource to share with your clients. This one-page document describes a two-step process to verify the authenticity of a contract surety bond before acceptance.

 

 

 

Bonus Tip: Don’t forget to share resources on social media! A lot of these resources don’t require a NASBP log-in. Link to them to share with your existing and potential clients on LinkedIn, Facebook, or another platform. The Toolkit has many stock social media images you can download and use as the image in your post. It even has sample copy for you post if you don’t have time to come up with something catchy.

 

 

 

Download the NASBP Producer Communications Toolkit 2.0 today!