We’re life & annuity obsessed.
Life & annuity is the only thing we do. Most digital platforms are built for “insurance/financial services” and then bent to fit life and annuity. We started the other way around. Our products understand the things L&A carriers deal with every day. Quoting, suitability, agent licensing/can-sell, in-good-order checks and validations, policy values, RMDs, beneficiary changes, 1035 exchanges, and more. You won’t need to spend the first six months of an implementation explaining your business to us.
13M+
Agent transactions in one year
$66B+
Annual DWP supported for L&A carrier clients
1.2K+
Years of combined Life & Annuity experience
We work with your ecosystems, not around them.
You already have a policy admin system or two or three. You already have illustration engines, e-signature tools, CRMs, document storage, you name it. We're not here to replace any of that. Our Sureify suite sits in front of and in between the systems you already trust, giving your agents, policyholders, and a more clean experience without forcing IT to rip anything out. What it does make sense to extend deeper into your stack, we do that with you, not to you.
CRM
Redtail, Salesforce, Microsoft Dynamics
Policy Admin System
Majesco, ALIP, OIPA, and more
Product Setup
Data & Workflow
Illustration Engine
iPipeline, Winflex, proprietary
E-Signature
DocuSign, EverSign, Adobe Sign
Document Storage
OnBase, FileNet, SharePoint
Don't see yours? We've built custom integrations for dozens of carriers. If your stack is unusual, that just means we've had practice.
Future-proof your transformation.
Not every life and annuity carrier is ready to modernize acquisition, agent experience, and policyholder service all at once while replacing or building APIs. You could start with the piece that hurts most.
After that, you can add the rest on your timeline. Each Sureify product stands on its own and gets stronger when you connect more of them together.
Go as fast as you want to.
Life and annuity modernization has a reputation for taking forever. We spent the last decade making sure ours doesn't. We have carrier-branded configuration tooling, pre-built integrations to the systems you already run, and an implementation team that's done this for life and annuity carriers many times over. That is exactly how a project that used to take 18 months to get done now gets done in a fraction of time.
Dedicated Carrier Team
The same people who implemented your platform stay with you. You won't re-explain your business with every support ticket.
Continuous Product Updates
Sureify ships new capabilities continuously. You benefit from every release — not just what was scoped at kickoff.
Regulatory Change Support
State filings, regulatory shifts, new compliance requirements. Our team has context and moves with you, not behind you.
We never stop.
Great software is never "done" in life and annuity. Product launches, state filings, regulatory changes, new distribution partners: the needs never stop changing, and neither do we. Our team gets to know your processes, your products, and your people, and we stay close long after the launch release. When something changes on your side, you don't have to start over explaining who you are.
