Workflow management is crucial for insurance brokers, particularly those that handle a large volume of bonds. For Pat Borchers at the Minneapolis office of Marsh & McLennan Agency (MMA), one of the world’s largest insurance brokers, iAutomate: Erlon Surety is her choice for a surety workflow solution.

MMA brokers and manages commercial and personal lines of insurance, and offers services that manage domestic and international risk, provides value-driven employee benefit solutions, and delivers programs to help protect key employees and stakeholders. It is one of the largest brokers in the world with revenues of more than a billion dollars, including revenues driven by its surety business.

“We offer both contract and commercial surety, and I use iAutomate: Erlon Surety for both sides of the deal in our Minneapolis office,” says Pat Borchers, MMA. “I have integrated it for licensing, permitting, and commercial bonds.”

Borchers uses Erlon to house all of the Minneapolis office’s bonds and financial information on surety. “I don’t store anything in our agency management system,” says Borchers. She exports premiums directly into Vertafore’s Sagitta in order to print invoices. “I love it because I can put all of our bond forms in Erlon and print right from within the system.”

Surety is so different from other lines of insurance that it needs a specialized workflow management system. “Erlon does several things – once you set it up with your forms and rates, it helps figure out your bond premiums, house all of the documents, and generate letters,” says Borchers. “You can just click on it and it’s done for you.”

With so many customers to manage, Borchers also appreciates iAutomate: Erlon Surety’s robust reporting features. “Companies want us to generate a list of their bid bonds for the month, quarter, or any time period,” says Borchers. “I can generate it for them, and they can simply upload it into their systems. That is a big benefit.”

One of the important aspects of iAutomate: Erlon Surety is that it is a secure system. Users can determine which employees have access to certain information – a key feature as client statements and other confidential information is on file. Borchers also likes the fact that information stored within iAutomate: Erlon Surety becomes part of the permanent record. “No one can go back into a file and change anything – the record is what it is,” says Borchers. “That security is a big deal for me when I work with customers.

With improved efficiency, integration with Sagitta, flexible reporting, and robust security, iAutomate: Erlon Surety has become an important part of Borchers’ surety workflow. “I can’t ever imagine going back before iAutomate: Erlon Surety,” says Borchers. “It would be archaic to go back.”