Union

Built for bonding.

Surety.
Reimagined.

One connected platform for the people who know surety inside out.

Meet Union Explore the platform
Commercial & courtContract & developmentOne connected workspace +

01 / THE PLATFORM

Built around
how surety works.

From the next renewal to a complex contract account, Union brings the work into focus.

COMMERCIAL & COURT

Business
keeps moving.

From small transactional commercial bonds to large account-based commercial exposures and court bonds. Carrier-connected rating, intelligent statement scanning and automated renewal workflows keep client communication, payments and batch processing moving together. Agency bill or direct bill.

  • Carrier-connected rating & quoting
  • Batch processing & renewal actions
  • Accounting & agency billing or direct billing
CONTRACT & DEVELOPMENT

See the
whole account.

Financial analysis, insights, connected client access and bond workflows built around contractor relationships. Bring the details together and see what comes next.

  • Bid, performance, payment & development bonds
  • Working capital, equity, profitability & other account analysis
  • Competitive bid & anonymized peer insights
  • Marketing opportunities

02 / THE CLIENT EXPERIENCE

A better experience.
On both sides.

A modern client interface that stays connected to the work inside Union.

01

Applications that move with you.

Information flows into Union’s CRM as clients type. A live connection from the first field.

02

One place for bonds and payments.

Clients log in to see their bonds, review all outstanding invoices and make payments. Smart reminders help keep the next step in view.

UnionClient workspace
EVERYTHING, TOGETHER.

Your bonds.
Your next steps.

My bondsMy invoices
Performance bondContract surety
Active
License & permit bondCommercial surety
Active
Connected. Clear. In your hands.
Information received.Your team is up to date.
Illustrative client experience

03 / INTELLIGENCE, WITH CONTEXT

Less searching.
More knowing.

AI that understands the work. Analysis that stays within Union’s siloed environment.

A helpful next step.

AI assistants surface urgent work, suggest lead follow-ups and help move nearly complete accounts forward. Intelligent reminders prompt key contacts for financial updates and bid results, to name a few.

Documents, understood.

Intelligent scanning and contract review connect agency statements, bond requests and contracts with the account details and actions that matter.

Analysis with boundaries.

Purpose-built financial tools bring net quick, working capital, equity and income into a safe, private analysis environment within Union.

Built for suretyConnected to your workSafely contained within Union

04 / A CLEARER RECORD

The full story.
A quick search away.

From account changes and accounting to bond issuance and account creation, intelligent activity recording keeps the history connected.

Quick, searchable records and dynamic reporting support oversight, accountability and E&O documentation.

Built to find the details that matter.
Find the detail. Follow the history.
ACCOUNT ACTIVITYClient information updated

The account story stays connected.

BOND WORKFLOWBond issued

Every step, part of the record.

ACCOUNTINGPayment recorded

Clarity across the business.

Illustrative system activity

MEET UNION

See what
comes next.

Seven years in the making.
In production and in use.

We’re opening conversations about demos, beta access and trials. Public release and white labeling are ahead.

Tell us a little about your team.
Let’s see where Union fits.

We’ll use these details to respond to your Union inquiry.