Uncover What the Contractor Really Needs

Move beyond the stated bond request. Learn to identify what the contractor is actually trying to accomplish, ask better questions, and understand the business objective behind the bond. 

Understand the Business Behind the Bond

Use better information to understand how financial condition, growth, project decisions, and outside professional input connect to the contractor’s larger objective.

Become the Advisor They Call First

Stay involved after the bond is written. Help contractors think through decisions, recognize changing conditions, and build relationships beyond the next bond request.

About the Course

Most surety conversations begin with a request: a bond, more capacity, a larger program, or help getting a particular job approved. The request matters, but it is rarely the whole story. Surety Advisors Academy teaches professionals to look beyond the immediate transaction and understand what the contractor is actually trying to accomplish. Built around the principles in More Than a Bond: Becoming a Trusted Advisor, the course develops the judgment to ask better questions, identify what has to be true for an objective to work, distinguish facts from assumptions, and understand the business decisions behind the bond. Participants will work through short lessons, case exercises, quizzes, applied assignments, and live case discussions designed to turn those ideas into usable advisory skills. The goal is to make technical surety knowledge more useful by putting it in context: better questions, better information, and a clearer understanding of how the bond fits into the contractor’s broader business.

About Surety Advisors Academy

There are excellent places to learn sales, prospecting, underwriting, financial analysis, WIP, and the technical side of getting bonds written. What is harder to find is training on how to understand where the bond fits into the contractor’s larger business. Contractors are becoming more sophisticated. The producer who can understand what the owner is trying to accomplish, what has to be true for that objective to work, and when the banker, CPA, attorney, underwriter, or another professional needs to be involved becomes far more valuable than someone who only responds to the next bond request.

What You'll Learn

5 Chapters · 10 Lessons

    1. More Than a Bond: Opening & Chapter 1 Free preview
    2. What Did Daniel Do Well? Free preview
    3. What Did You Learn? Free preview
    4. Request vs. Objective Free preview
    5. Your Last Contractor Conversation Free preview
    6. What Is the Owner Actually Trying to Accomplish? Free preview

    1. (Included in full purchase)

      Listening for Success

    1. (Included in full purchase)

      Assessing Business Impact

    1. (Included in full purchase)

      Managing Collaborative Efforts

    1. (Included in full purchase)

      Maintaining Engagement Post-Bond

Ready to Become More Than the Bond Producer?

Build the judgment to understand what the contractor is actually trying to accomplish, see how surety fits into the larger business, and become useful before the next bond request.

$595.00

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