Chuck Poteet CRIS, RWCS·Apr 5The Conversation Between Your CPA and Your Surety Broker That Never Happens (And Why It’s Costing…Your CPA prepares your financial statements. Your broker takes them to the surety. Those two people rarely talk to each other. That’s where…
Chuck Poteet CRIS, RWCS·Mar 6How to Survive Your First Surety Underwriter Meeting (And the 4 Questions That Will Make or Break…Your financials got you in the room. What you say in the next 45 minutes determines whether you walk out with a bonding program or a polite…
Chuck Poteet CRIS, RWCS·Feb 27Your Bonding Capacity Is a Growth Strategy. Your Broker Is Treating It Like a Transaction.How the “Three C’s” of surety underwriting actually work — and why the contractor who understands them wins the project every time.
Chuck Poteet CRIS, RWCS·Feb 23The $500,000 Subcontractor Mistake That Keeps General Contractors Up at NightYou vetted their bid. You checked their license. You never checked their insurance. And now it’s your problem.A response icon1A response icon1
Chuck Poteet CRIS, RWCS·Feb 17I’ve Been in Insurance for 20 Years. Here Are the 5 Lies Your Broker Hopes You Never Google.Spoiler: “We got you the best rate” is only #3.
