Northeast Surety’s merger with another bonds-only agency meant new offices and working relationships, but perhaps the most forward-looking change was implementing iAutomate: Erlon Surety to bring its surety workflow process out of the “dark ages”.

Based in Farmington, CT, Northeast Surety doubled its team to four agents with its 2013 merger. The agency quickly realized that it would need to move beyond Microsoft Word for creating each bond. “We needed a solution we could all use, access each other’s information, and integrate with each other and our QuickBooks software,” says Ken Morotto, Jr., Account Executive and Office Manager of Northeast Surety. After looking at several solutions, “iAutomate: Erlon Surety had the best bang for the buck.”

Before installing the solution, Morotto would manually type in the name, address, obligee, and all information about each bond into the A312 bid bond form. “With Erlon, I put in the job number and a few more things and everything is populated,” says Morotto. “It has freed up so much of my time to do other things.”

The workflow is simple: Upon receiving a request from a customer, he works through four screens that capture the name of job, bid bond penalty percentage, liquidated damages, job details, obligee, appropriate bond form, principal, and bid amount. The final screen populates all of the information to generate the appropriate forms.

When the contractor wins a job, Morotto is able to quickly send the bid results to the underwriter – iAutomate: Erlon Surety calculates the bid spread amount. If the contractor requests a performance bond, it’s a simple click of a button to generate it. “You enter a bond number, and it calculates the premium,” says Morotto. “From there, I export it to QuickBooks. I hardly have to do anything – it’s fantastic.”

The data integration with QuickBooks is a simple web connector that pulls over all of the information from Erlon, including job number, contractor, and premium. “You print out the invoice and you’re done,” he says. “I am a big champion because of how I used to do things – I feel like I was living in the dark ages before iAutomate: Erlon Surety.”

Morotto credits the team at Insurance Automation Group for its close working relationship and customer support. “They pick up the phone in a heartbeat anytime I need something,” he says. “You don’t get that kind of service from a lot of companies – they are right on top of it. They are passionate about what they do.”

After three years of working with the solution, Morotto, too, is passionate about the difference it has made for the agency. “IAutomate: Erlon Surety has saved us a ridiculous amount of time,” says Morotto. “I cannot imagine my life without it.”