Surety transformation solutions
Our suite of solutions can help you make faster, smarter, and more confident decisions by empowering your decision-making with automation, analytics, and real-time industry insights.
Reimagine surety with smarter technology that can jump-start transformation
See how your organization can streamline underwriting, enhance collaboration, and make more confident decisions.
In an industry built on precision, trust, and timely decision-making, surety professionals need tools that keep up with the pace of risk. Our surety technology suite is built with this agility in mind. It gives underwriters and agents the automation, analytics, and real-time insights they need to work faster, reduce risk, and stay competitive in a changing market.
Crowe Portfolio Analyzer for sureties and agents
Automated portfolio reviews. Standardized financials. Strengthened underwriting.
Our transformation package delivers a full underwriting platform with automation and peer data to help assess risk, deepen relationships, and make faster decisions. This package can:
- Eliminate manual spreadsheet work and standardize work-in-progress inputs
- Benchmark companies against peers in real time
- Automate ratio calculations and apply industry-specific rules
- Centralize underwriting metadata for easy access
- Document decisions with automated workflows
- Improve visibility across your entire surety portfolio
- Reduce underwriting cycle times with higher quality inputs
Crowe Contract Manager for Insurance
AI-powered precision. Flexible and scalable. Transformed contract review.
This platform includes an industry-specialized AI product to read and interpret contract language, flag noncompliant terms, and create portfolio-level analytical insights, which can support faster decision-making. It’s customizable to your underwriting rules to help provide a smarter risk assessment. This package can:
- Automate and accelerate contract review
- Detect key risk factors and outlier terms instantly
- Reduce human error and improve consistency in underwriting decisions
- Tailor rules and triggers to your internal standards
- Help you collaborate across underwriting and legal teams with shared review tools
Surety peer data insights package
Real-time benchmarking. Reliable comparisons. Better risk context.
This interactive tool allows underwriters and agents to share insights for smarter, data-driven decisions. Whether you’re a local agent aiming to add value through portfolio comparisons or a large surety seeking real-time, portfoliowide benchmarking, this solution is built to help meet your needs. This package can:
- Access up-to-date peer benchmarking data
- Filter by company size, specialty, location, and financial profile
- Identify trends and risk factors with interactive visual analytics
- Validate underwriting assumptions with real-world comparative data
- Generate company comparison reports for internal or external use
Crowe Financial Data Automation™ solution
Automated extraction. Enhanced data quality. Reduced manual errors.
As the foundation of our broader surety technology ecosystem, this AI-assisted solution supports smarter decision-making by delivering clean, analysis-ready information more quickly and with less effort. This package can:
- Automate extraction from financial statements and job schedules
- Convert PDF documents into XBRL, XML, and other structured formats
- Enhance data quality through a five-step process
- Reduce turnaround time and manual input errors
- Lay the groundwork for portfolio analysis, benchmarking, and AI insights
- Integrate with your organization’s systems for a seamless user experience
Let us help you experience a smarter, faster underwriting process
At Crowe, we don’t just build software. We build solutions with deep roots in construction, accounting, surety, and risk management. Our teams work closely with sureties, agents, and industry groups to align our tools with how underwriters actually work, from contract language review to portfolio oversight. Contact us today to see how we can help you identify the best path forward for your organization.
Contact our team today
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