Bond categories · Bond category

Insurance Professionals

Insurance licensing roles differ in how they handle premiums, claims, and client transactions. Match the bond to the specific licensed capacity rather than to the insurance industry generally.

Search within this collection Browse all 143

143 bonds · page 1 of 3

Purpose

These forms can secure financial or conduct obligations attached to an insurance-related license or appointment.

Who needs it

Insurance intermediaries, adjusters, and other professionals responding to a licensing or contract requirement.

Who it protects

A professional’s bond is different from errors and omissions insurance and from the insurance policy sold to a customer.

Bond types in Insurance professionals

Insurance Adjuster Bond34
An adjuster’s duties depend on whom the adjuster represents and the licensed capacity.
Third-Party Administrator Bond26
Administration of benefits or claims differs from underwriting insurance risk.
Surplus Lines Bond19
The requested surplus-lines form determines whether the obligation is financial, tax-related or license-related.
Insurance Producer / Broker Bond13
Producer and broker duties may involve premiums and client transactions.
Managing General Agent Bond11
A managing general agent’s delegated authority may include underwriting or handling premiums.
Bail Bond Agent / Bail Enforcement Bond5
Writing bail and recovering defendants are distinct licensed activities.
Title Agent / Title Insurance Bond5
Title-agency work may include premium and closing funds distinct from the title policy’s coverage.
Title Insurance Agent Bond5
A title insurance agent’s bond does not replace the title insurance issued to a property owner.

All 16 types

Insurance Adjuster Bond34
An adjuster’s duties depend on whom the adjuster represents and the licensed capacity.
Third-Party Administrator Bond26
Administration of benefits or claims differs from underwriting insurance risk.
Surplus Lines Bond19
The requested surplus-lines form determines whether the obligation is financial, tax-related or license-related.
Insurance Producer / Broker Bond13
Producer and broker duties may involve premiums and client transactions.
Managing General Agent Bond11
A managing general agent’s delegated authority may include underwriting or handling premiums.
Bail Bond Agent / Bail Enforcement Bond5
Writing bail and recovering defendants are distinct licensed activities.
Title Agent / Title Insurance Bond5
Title-agency work may include premium and closing funds distinct from the title policy’s coverage.
Title Insurance Agent Bond5
A title insurance agent’s bond does not replace the title insurance issued to a property owner.
Viatical Settlement Provider Bond5
Viatical settlement duties involve a particular policy-settlement activity rather than ordinary insurance production.
Bail Bond Agency Bond4
An agency’s licensing bond differs from a bail bond securing a defendant’s court appearance.
Insurance Consultant Bond4
Fee-based insurance advice is distinct from acting as a producer selling coverage.
Reinsurance Intermediary Bond4
Reinsurance intermediation involves insurer-to-insurer transactions rather than retail insurance sales.
Surplus Lines / Excess Lines Broker Bond4
Surplus-lines work can involve premium-tax and filing duties beyond ordinary producer licensing.
Insurance Professional Bond2
The broad professional label requires the actual licensed role to establish the obligation.
Life Settlement Provider Bond1
Life settlements involve acquiring interests in existing policies rather than issuing new life insurance.
Motor Vehicle Damage Appraiser Bond1
Vehicle damage appraisal differs from adjusting an entire insurance claim or repairing a vehicle.