Dustin Yoder
CEO
Sureify
This startup provides a platform connecting life insurers, agents, and policyholders with digital tools to improve customer engagement. Their platform facilitates the acquisition, selection, and purchase of life insurance policies, as well as cross-selling opportunities throughout the customer's life.
- Enterprise Software
- Financial Technology
- Software Only
Updated 19 months ago
Funding
Raised to date
$15MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Funding rounds are not available yet.
Founders
Product
Problem
Life insurance carriers often struggle with outdated systems and processes, leading to inefficiencies in customer acquisition, policy servicing, and agent support. These legacy systems create friction, increase operational costs, and hinder the ability to deliver modern, engaging experiences to policyholders and agents.
Solution
Sureify provides a suite of modular products and a data connectivity platform that enables life insurance and annuity carriers to digitally transform their operations. The Lifetime suite delivers optimized experiences for carriers, agents, and policyholders, streamlining processes from initial acquisition through ongoing engagement. CoreCONNECT, the data connectivity engine, integrates with legacy systems to provide a unified view of data, enabling seamless transactions and personalized interactions across all channels.
Target Audience
The primary target audience includes life insurance and annuity carriers seeking to modernize their operations, improve customer engagement, and empower their agents with digital tools.
Features
- LifetimeACQUIRE: Configurable eApp for streamlined digital sales across any channel (agent, call center, D2C) with reflexive questioning and accelerated underwriting.
- LifetimeSERVICE: Web and mobile self-service portal for policyholders to manage beneficiaries, make payments, check cash value, and more, reducing call center workload.
- LifetimeAGENT: Agent portal providing real-time data on new business, in-force policies, and commissions, with NIGO resolution capabilities and secure document exchange.
- LifetimeENGAGE: Customer engagement platform for personalized communications, surveys, and incentives to improve persistency and cross-selling opportunities.
- CoreCONNECT: Data connectivity engine that integrates with legacy systems to provide a unified view of policyholder data and enable seamless data exchange between systems.
- Modular design allows for gradual implementation and integration with existing systems.
- SOC 2 Type II audit compliance ensures data security and privacy.