Does this include true transactional integration or an initial policy download?

Not at this time.  CNA Surety’s solution provides a superior alternative to mailing of critical transactional documents and reports.  Since surety is not yet recognized as a standard line of business in most management systems, we cannot provide transactional integration.  Don’t hesitate to advocate for this important next step with your agency management system provider.  Since transactional integration isn’t available, there is no initial download provided.