Term life on a 1990s policy admin system. Universal life from your last conversion. A fixed indexed annuity block at a TPA. CoreCONNECT unites every system your life and annuity business runs on behind one live, L&A-native data layer. No core replacement required.
One connection to everything.
CoreCONNECT sits on top of the systems you already run. It’s not a system of record and never pretends to be. Your PAS keeps doing what it does well. CoreCONNECT makes its data usable, current, and transactional for every person and product that needs it.
Unite the core and unlock valuable features.
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.
One Experience, Every Block of Business
Policyholders and agents see one view of every policy, no matter which PAS runs it. One Sureify carrier unified ~25 systems behind CoreCONNECT — and now presents as one.
80+ Life & Annuity Transactions
Premium payments, beneficiary changes, loans and withdrawals, 1035 exchanges, and document updates all built in, launching in weeks. One carrier took 12 live in 9 months.
Start Anywhere
Journeys live in the data layer, not one portal: a CSR sends a magic link mid-call, an agent hands off a signature. No portal login, no starting over.
AI Ready by Default
Unifying your systems makes them AI-ready. CoreCONNECT's API is clean enough for an LLM to query over MCP in plain language.
Unite the core first, then choose what to build on it.
Puts new business on the unified layer: one cohesive buying journey for term, whole life, UL, and annuity products instead of stitched-together formsware.
Puts in-force servicing on it: policyholders complete the routine work that used to mean a phone call.
Puts distribution on it: new business and in-force servicing in one place, with transactions agents can start and hand off by link.
Or build your own. The API that powers our products is the API you get.
Built for the buyer who will check.
CoreCONNECT is delivered as SaaS on AWS, SOC 2 Type 2 certified, with encryption at rest and in transit, SSO/MFA. Every transaction it orchestrates is logged: who did what, when, through which channel. Uniting your systems shouldn't mean loosening control of them. It means finally having one place where control is possible.
