The Challenge
Traditional insurance CRMs often fail to connect lead pipelines with policy data and carrier systems. Agents spend hours switching between spreadsheets, emails, and portals — losing valuable time and visibility.
SureForce solves this by unifying all operations, from the first customer touchpoint to policy renewal.
The SureForce Flow
Key Features
Everything you need to manage retail insurance operations efficiently
Centralized CRM Dashboard
Unified view of leads, policies, and renewals in one place
Automated Policy Imports
Seamlessly sync data from multiple carriers
Renewal Management Engine
Smart alerts and automated renewal tracking
Commission Module
Real-time tracking and reconciliation
Comprehensive Reporting
Drill-down analytics and performance insights
Key Benefits
Save 40–60% of admin time by eliminating manual processes
Reduce policy errors and missed renewals through automation
Gain 360° visibility of every lead, policy, and agent
Ensure compliance through built-in audit trails
Deliver superior customer experiences with faster turnaround
Why Choose SureForce Individual CRM
End-to-End Automation
Handles every step of the retail insurance journey
Carrier Connectivity
Integrates seamlessly with multiple carrier APIs
Scalable Design
Built for small agencies and large enterprises alike
Secure & Compliant
Encrypted data, role-based access, tokenized authentication