New Customers

Welcome to Pate Bonding. We are a bond only agency that has access to many markets and creative options for the toughest bond needs.

The first step in the bonding process is to gather some information to put together an underwriting file.

New Customers, please contact Jenny Boyles with any questions.

Jenny Boyles
Email 651-744-9907

The three most important documents to start the underwriting process are the Contractor's questionnaire, business financials, and personal financial statements.

Contractor's Questionnaire (PDF)

Business Financials (provided by contractor)

Personal Financial Statements

PDF

Excel

Upload Files Below


To complete the file the surety will also need:

Bank Reference Letter (PDF)

Certificate of Insurance (provided by contractor)

Current Work on Hand Schedule

PDF

Excel

Upload Files Below



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