BUILT FOR CONTRACT SURETY BROKERSNever question if a contractor’s fit for bonding again.
A complete bonding management system. Assembled and ready to go.
Did you know?
Brokers used to think that managing company profiles and bonds in spreadsheets, shared folders, and Outlook was acceptable. But, what that did was introduce risk, and waste expensive time.
Now, brokers have access to the right tools.
coSurety allows Canadian contract surety brokers to know their contractors, while managing their bid and final bond requests in one simplified system.
The complete contractor assessment, end to end.
From pre-qualifying your contractor to issuing their final bonds. Fully manage your review process.
This way you keep all files, contractor communication, and bond activity in one place.
Making the following reviews manageable:
Company financials
Project experience
Management expertise
Ownership structure
Related companies
Company operations
Work program (work on hand)
References
Loan exposure
Equipment capacity
Accounts receivables / accounts payables aging
You’ll love feeling organized.
Understand your contractor’s facility utilization.
See how a contractor’s bond facility is being used at any time, so you know what capacity is available for their next big project.
Finally, trust your numbers and feel good about making informed decisions. See where each contractor’s facility is with:
real-time reports
graphs with dynamic overlays
trend mapping
system alerts
nudges for closing bonds
frequent financial reviews
interval adjustments
up to the second contractor scoring
Know the full story of each company you work with.
Automations to help your team move faster.
AI tools that reduce workloads, and keep your team focused on what’s important.
Use automations how you want and when you want. Perform with impact, never digging through notes.
myDay notifications
contractor communications
enriched contractor profiles
scheduled financial reviews
summarized communications
There’s never a day that you don’t know what task to work on next.
Join our waitlist.
Be part of a select group with early access to coSurety.
Our 30 Day Promise:
Within 30 days, your team will be using one unified system to organize contractor, and developer company profiles. This means less reliance on finding details in emails, no scattered notes across Teams Chat, and less time spent looking for lost documents on your server.
Within 30 days, your team will have a deep understanding of your client financials. They’re spotting holes, and monitoring strange gaps. Each are risks to you, and the Surety. Now, you have time to focus on whether or not to bond.
Within 30 days, your team will be tracking notes on upcoming bond requests, and assigning important tasks to one another. They’ve never felt this organized, or appeared this professional in front of clients. Everything’s tracked, and they love it.
The broker transformation
From administrative minion to strategic partner.
BEFORE
My surety files are littered across email, Teams threads, and company file servers. Finding anything is nearly impossible.
AFTER
I have a standardized system with a place for everything in my surety file. At a quick glance, I know what details are missing, changed, or expired. Knowing I'm organized is a complete relief.
BEFORE
Reviewing a contractor's financials requires multiple spreadsheets. The lack of consistency, and the endless copying and pasting of data is the most painful part of my job. From start to finish, financial reviews take several days.
AFTER
I know where every financial statement (from annual external to monthly internal) is stored. Entering a few fields into the financial review tool, gives me a connected financial picture. A complete narrative of my contractor's financial health.
BEFORE
I hate being anchored to my desk. Because my files are in 4 different spots, I'm always asking my contractors to meet at my office, or over Teams. It'd feel more natural to meet clients in their office to review to their surety file.
AFTER
I'm free to meet with my contractors when I want, and where I want. Even my phone has secure access to every resource I need. I'm delivering more value, and feel great about the impact I bring to my contractors.
Posts
Surety brokers that use coSurety easily work with:
Civil & Heavy Civil (eg., bridges, roads) contractors
Construction managers
Excavation & site work contractors
General contractors
Paving contractors
Utility contractors
Water and sewer contractors
Concrete contractors
Drywall contractors
Electrical contractors
HVAC contractors
Mechanical contractors
Plumbing contractors
Roofing contractors
and more
Your Questions, Answered
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We’re building in a phased approach. Contractor or developer clients can have access in phase 2. But, as the surety broker, you have full control of inviting all, some, or none of your contractor or land developer clients. The choice is yours.
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At this time we’re focusing only on the Canadian market.
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Yes, digital signatures will be part of the bonding process phase. If your bonds need them, you can choose to use them.