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First-in-Market Solution

Surer is a cloud-based, web platform that helps all parties, from insurers to agents to financial advisors, in the General Insurance industry automate processes and drive network collaborations – to be able to pitch better and close faster.

 

Program Objectives

  • One proposal form for all insurers and referrals
  • Cut down on time to quote-source by over 95%
  • Save 70% of your time doing administrative work
  • Standardize and professionalize how you present information to your clients

Quote Sourcing System

Create a customised proposal ONCE, specify who and how you want to get a quote from, then sit back and watch Surer AUTO-MAGICALLY get all the available quote in the market for your proposal. All these, in minutes!

 

Agent Matching & Referral Interface

Expand your referral network with agents representing various Insurers. Simply add them in to your Surer ‘Referral Circle’, get in touch and share resources to jointly get the best quotes.

Proposal to Policy Management

Surer helps digitise the tracking of the proposal to quote to policy process. Stop wasting time on manual work or be susceptible to potential of human error. Be notified when a proposal has gotten a quote or when a policy is up for renewal.

Quote Comparison Generator

Standardise and professionalise how you present information of various quotes to your clients with a click of a button.

CRM tools for General Financial and Insurance Professionals

Get an integrated Customer Relationship Managment tool to facilitate industry-specific needs like client policy renewal reminder to a “one-click” policy renewal process.
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