Seamless Features.
One Unified Platform.
SureForce is built to unify insurance operations across Individual and Group business lines — ensuring that every stakeholder, from agency to carrier, operates on a single, secure, and efficient platform.
Individual Insurance Features
Comprehensive tools for managing individual policies and client relationships.
Individual Policy Management
Complete policy lifecycle management for individual insurance products.
Application Processing
Streamlined application intake, validation, and submission to carriers.
Commission Tracking
Real-time commission calculations and reconciliation for individual policies.
Client Portal
Self-service portal for individuals to manage policies and make changes.
Policy Renewals
Automated renewal notifications and processing for individual clients.
Individual Analytics
Detailed reporting on individual policy performance and client retention.
Advanced Technology
Built on cutting-edge infrastructure for reliability and security.
Group Insurance Features
Powerful capabilities for employer groups, benefits administration, and enrollments.
Book of Business Dashboard
Real-time view of groups and enrollments.
Group Setup
Quick, automated group onboarding.
Smart Enrollment Views
Quick, Choice, and Flexible options.
Automated Notifications
Alerts for pending actions.
Advanced Technology
Built on cutting-edge infrastructure for reliability and security.
Unified Platform Features
Shared capabilities that power both Individual and Group modules.
Multi-Carrier Management
Manage multiple carriers from one centralized system with secure API integrations.
Unified Data Platform
Single source of truth for all policy and member data across both modules.
Role-Based Access Control
Granular permissions ensuring secure data segregation across all user types.
Cloud-Based Platform
Built on Azure and Vercel for reliability, security, and global accessibility.
Integration Engine
Connect with carriers, CRMs, and third-party systems via REST APIs.
Customizable Configuration
Tailor the platform to your specific agency and carrier requirements.
Built on Modern Technology
Powered by cutting-edge infrastructure and security protocols
Infrastructure
- Azure cloud infrastructure for enterprise-grade reliability
- Vercel deployment for lightning-fast global access
- Multi-tenant architecture with data isolation
- 99.9% uptime SLA with automatic failover
Security
- End-to-end encryption for data in transit and at rest
- SOC 2 Type II compliant infrastructure
- Regular security audits and penetration testing
- HIPAA-compliant data handling