Go Digital First, First.

The only holistic SaaS platform building Digital First for IRI.

One integration, multiple connections & capabilities.

We provide the foundation to rapidly scale IRI Digital First for Annuities (DFA) initiatives and close digital gaps, ensuring your digital initiatives truly run end-to-end without manual intervention.

With Sureify, you aren’t just keeping up. You’re already there.

Our dedicated annuity team is actively adding capabilities to CoreCONNECT, our data and workflow platform, to support the entire DFA roadmap. CoreCONNECT’s architectural agility allows us to respond rapidly to new DFA initiatives as they are released, providing you with a decisive speed-to-market advantage.

Onboarding

Training Confirmation, CanSell

Product Setup

Rate – New Business, Rate – Feature/Rider Rates

Manage/Reporting

Visualizing Activated Annuity Income, Service Feature Edit, Visualizing Unactivated Annuity Income, Rider Edits, Beneficiary Management, Owner/Annuitant Edit, Rate – Product Renewal Rates, Advisory Fee Transactions, Policy Inquiry, Rate – Contract Renewal Rates, Partial Withdrawals, Arrangements, Fund Transfer, Transaction Status, Reallocation/Rebalancing, FP & Broker Maintenance, Inforce NIGO Resolution, SPDA Renewals

Application

Application, Application Status, Paperless Replacements – Request and Code Confirmation, Paperless Replacement – Ceding Carrier Data

Exit

Full Withdrawals, Death Claim

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.

Put AI to work across all aspects of your business... not just the easy parts.

Modernization requires a foundation that connects complex backend systems to the experiences policyholders, agents, and AI tools actually use. CoreCONNECT closes data and workflow gaps across legacy systems, giving carriers a unified platform to put AI to work across their entire business.

Learn about CoreCONNECT

Unified Data Intelligence

Provide users with speed-of-conversation results without exposing them to the behind-the-scenes system complexities. Pull normalized data from every backend system into a single, fast, reliable layer.

Comprehensive Governed Integrations

Stop building one-off connections to each backend system. Provide partners, vendors, and internal teams direct access to data and workflows via a clean API layer. Apply domain-aware controls, such as agent hierarchies, so users only see the data and actions their role permits.

End- to-End Transaction Management

Move beyond just reading data to push real work through to completion. Implement complex, end-to-end transactions across product availability, new business, policy delivery, in-force management, withdrawals, and other backend systems.