Surety Bond Referral Partners for Texas Attorneys, Title Companies & Advisors
Help your clients get the bond they need without becoming the bond expert yourself. Lavon Insurance works with attorneys, title companies, contractors, CPAs, trucking professionals and other advisors who need a dependable surety resource. In short, we handle the bond, and you keep the relationship.
Court Bonds
Probate, appeal and public official bonds
Contract Bonds
Bid, performance, payment and lien release
License Bonds
Dealer, TABC, notary and other Texas licenses
Your Client Stays Yours
Because we handle only the bond request
Why Refer Surety Bond Clients to Lavon Insurance?
You don’t have to learn every bond requirement or application process. Instead, send the client to us, and we’ll help determine the right next step.
Broad Surety Access
As an independent agency, we help with court, construction, license, permit, title, transportation and utility bonds.
Online Applications
Better yet, many straightforward bonds can be started online, so clients can move through the process quickly.
Texas-Focused Help
Because we’re based in Lavon, we work with Texas businesses, contractors and individuals across the state.
Help Identifying the Bond
If your client only knows that an agency, court, utility or contract requires a bond, we’ll review the request.
Responsive Communication
Because bonds are often tied to closings, hearings, permits and contract deadlines, timely communication matters.
Your Relationship Stays Yours
Above all, our role is to handle the surety request, not to replace the professional who referred the client.
Professionals We Work With
Surety requirements often come up in the middle of another professional service. That’s why our referral program gives you a resource when a client suddenly needs a bond.
Attorneys & Law Firms
For example, probate, appeal, lien release, licensing and other court bonds often arise during legal matters.
Title Companies & Real Estate
Similarly, lien release and bonded title situations can come up during real estate and vehicle transactions.
Contractors & Construction Consultants
In addition, we assist with bid, performance, payment and other construction surety needs.
Trucking & Freight Professionals
Freight brokers and motor carriers may face federal or state bond requirements, such as BMC-84 and permit bonds.
Dealer Consultants & Auto Professionals
Likewise, we help with motor vehicle dealer, registration and bonded title needs.
CPAs & Business Advisors
Meanwhile, business owners often need bonds when applying for licenses, utilities, contracts or permits.
Notaries & Signing Services
Also, Texas notaries and the businesses that employ them can get the required notary bond.
Property Managers & Commercial Real Estate
Additionally, utility deposit bonds can come up when opening or managing business locations.
Licensing & Permit Professionals
Finally, when an agency or regulator requires a bond, we’ll help review the requirement.
Surety Bonds We Can Help With
Below are the most common bond categories. However, the exact bond depends on the client, contract, obligee and underlying requirement.
Send us the requirement anyway. Because obligees and sureties often use different names for the same bond, we’ll review the bond form, requirement or entity requesting it and help determine the next step.
How a Surety Bond Referral Works
Send Us the Client
First, submit the referral form with basic client and bond information.
We Review the Need
Next, we review the bond request and identify any additional information needed.
Client Applies
Then we direct the client to the right application or underwriting process.
We Handle the Bond
Finally, we move the request through underwriting and issuance, while you stay the advisor.
Our role is limited to the surety need for which the client was referred. In other words, we don’t position ourselves as a replacement for the attorney, title company, accountant, consultant or other professional who introduced the client.
Send Us the Bond Information
Complete the referral form with whatever information you have. If you don’t know the exact bond type, simply provide the obligee and any details explaining why the bond is required.
Have a Question Before Referring?
First, call us, and we’ll help determine whether the request is something we can assist with.
Phone: (972) 853-8884
Alternatively, if your client already knows which bond they need, many common bonds can be started through our online surety marketplace.
Helpful to Include
- Client name and contact information
- The obligee requiring the bond
- Bond amount, if known
- Any bond form, court order, contract or notice
- Deadline, hearing or closing date
Surety Referral Partner FAQs
Does my client need to know exactly which bond they need?
No. If the client has a bond form, contract provision, licensing requirement, court document, notice or other paperwork from the entity requiring the bond, simply send that information with the referral.
What is the obligee?
The obligee is the party requiring the bond. Depending on the situation, it could be a government agency, municipality, court, utility company, project owner, general contractor or other organization.
Can I refer a client if I am not an insurance professional?
Yes. Referral partners include attorneys, title professionals, contractors, consultants, accountants, real estate professionals, trucking professionals, notaries and other business advisors.
Will Lavon Insurance take over my client relationship?
No. Our role is to assist with the surety request for which the client was referred. Therefore, we respect the professional relationship between the client and the referring advisor.
What bonds come up most in legal matters?
Common examples include probate and executor bonds, appeal and supersedeas bonds, lien release bonds and licensing bonds. However, we can review any bond requirement that comes up in a legal matter.
How quickly can a surety bond be issued?
Timing depends on the type of bond and the underwriting required. For instance, some straightforward bonds can move quickly, whereas contract bonds and specialized requests may require additional financial or underwriting information.
What if the bond is not listed on this page?
Send us the requirement anyway. After all, there are many types of surety bonds, and the name an obligee uses may differ from the terminology the surety company uses.
Can clients apply for bonds online?
Yes. Many common surety bonds can be started through Lavon Insurance’s online surety marketplace. However, more complex requests may require additional underwriting.
Have a Client Who Needs a Bond?
Send them to Lavon Insurance. From there, we’ll review the surety requirement, find the right application process and help move the bond request forward.
Questions? Call Lavon Insurance at (972) 853-8884. Bond availability, approval, premium and underwriting vary by surety company and applicant. A bond isn’t issued until approved by the surety.