Ask Your Surety Pro – How to Make a Strong First Impression When Meeting a Surety Company

Your first meeting with a surety company is about more than your financial statements. Surety underwriters want to understand the people behind the business — your experience, your reputation, your operational discipline, and your long-term vision for growth.

In this episode of Ask The Surety Pro, Brent Headley, Surety Account Executive at Anderson & Catania, walks through the ideal agenda for a first surety meeting, the key points every contractor should be prepared to cover, and why that initial conversation sets the tone for the entire surety relationship.

If you have a first meeting coming up or want to get more out of your existing surety relationship, this one is worth your time.

⏱ Watch time: 1:30