Business professional and contractor shaking hands for a surety bond referral partnership in Texas

Professional Referral Partnerships

Lavon Insurance Surety Services

Surety Bond Referral Partners

Help your clients get the bond they need without becoming the bond expert yourself.

Lavon Insurance works with attorneys, title companies, contractors, trucking professionals, dealer consultants, notaries, accountants and other business advisors who need a dependable surety resource for their clients.

Refer a Client ☎ Call (972) 853-8884

A Resource for Your Clients

Why Refer Surety Bond Clients to Lavon Insurance?

You do not have to learn every bond requirement or application process. Send the client to us and we can help determine the appropriate next step.

Broad Surety Access Help with construction, license, permit, title, transportation, utility and other surety bond needs.

Online Applications Many straightforward bonds can be applied for online, helping clients move through the process efficiently.

Texas-Focused Assistance We work with a wide variety of Texas surety bond needs involving businesses, contractors and individuals.

Help Identifying the Bond If your client only knows that an agency, court, utility or contract requires a bond, we can help review the request.

Responsive Communication Surety needs are often tied to closings, permits, contracts and deadlines, so timely communication matters.

Your Relationship Stays Yours Our role is to handle the surety request, not replace the professional who referred the client.

Referral Partners

Professionals We Work With

Surety requirements often arise as part of another professional service. Our referral program gives you a resource when a client suddenly needs a bond.

Attorneys & Law Firms

Clients may encounter lien release, court, licensing or other surety requirements during legal matters.

Title Companies & Real Estate Professionals

Lien and title-related bond situations can arise during real estate and vehicle transactions.

Contractors & Construction Consultants

We assist contractors with bid, performance, payment and other construction-related surety needs.

Trucking & Freight Professionals

Freight brokers, motor carriers and transportation businesses may encounter federal or state surety requirements.

Dealer Consultants & Auto Professionals

We can assist with motor vehicle dealer, registration and bonded-title related bond needs.

CPAs & Business Advisors

Business owners can encounter surety requirements while applying for licenses, utilities, contracts or permits.

Notaries & Signing Services

Texas notaries and businesses working with notaries may need assistance obtaining required surety bonds.

Property Managers & Commercial Real Estate

Utility deposit and other commercial bond needs may arise when opening or managing business locations.

Licensing & Permit Professionals

When a government agency or regulatory authority requires your client’s bond, we can help review the requirement.

Common Referral Needs

Surety Bonds We Can Help With

Below are several common categories of surety bonds. The exact bond required depends on the client, contract, obligee and underlying requirement.

Construction Bonds

Trucking & Freight Bonds

Motor Vehicle Bonds

Business & Professional Bonds

Utility Deposit Bonds

Businesses may be able to use surety bonds to satisfy certain utility deposit requirements, depending on the utility and account involved.

Other Surety Needs

If your client has been told they need a bond but you do not see it listed here, send us the bond form, requirement or name of the entity requesting it.

We can review the request and help determine the appropriate next step.

Simple Referral Process

How a Surety Bond Referral Works

Send Us the Client

Submit the referral form with the basic client and bond information.

We Review the Need

We review the bond request and identify what additional information may be needed.

Client Applies

We direct the client to the appropriate application or underwriting process.

We Handle the Bond

We help move the surety request through the available underwriting and issuance process.

You Stay the Advisor

Your professional relationship with the referred client remains yours.

Our Referral Philosophy

We Respect Your Client Relationship

Lavon Insurance’s role is to assist with the surety need for which the client was referred. We do not position ourselves as a replacement for the attorney, title company, accountant, consultant, contractor advisor or other professional who introduced the client.

Refer a Client

Send Us the Bond Information

Complete the referral form below with whatever information you have. If you do not know the exact bond type, provide the obligee and any information explaining why the bond is being required.

Have a Question Before Referring?

Call Lavon Insurance and we can help determine whether the request is something we can assist with.

Phone:
(972) 853-8884

If your client already knows which bond they need, many common surety bonds can also be started through our online surety marketplace.

Browse Online Bonds

Frequently Asked Questions

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, send that information with the referral.

What is the obligee?

The obligee is the party requiring the bond. Depending on the situation, this 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 may 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?

Our role is to assist with the surety request for which the client was referred. We respect the professional relationship between the client and the referring advisor.

How quickly can a surety bond be issued?

Timing depends on the type of bond and the underwriting required. Some straightforward bonds can move quickly, while contract bonds and specialized bond requests may require additional financial or underwriting information.

What if the bond is not listed on this page?

Send us the requirement anyway. There are many different types of surety bonds, and the name used by an obligee may differ from the terminology used by the surety company.

Can clients apply for bonds online?

Many common surety bonds can be started through Lavon Insurance’s online surety marketplace. More complex requests may require additional underwriting.

A Surety Resource for Your Clients

Have a Client Who Needs a Bond?

Send them to Lavon Insurance. We will help review the surety requirement, determine the appropriate application process and help move the bond request forward.

Refer a Client Browse Surety Bonds ☎ (972) 853-8884