Solutions Background

    Two Powerful Modules.
    One Unified Platform.

    SureForce unites both Individual and Group Insurance management under a single, intelligent platform — ensuring that agencies, employers, and carriers operate seamlessly, securely, and efficiently.

    Individual Insurance

    Streamlined
    retail policy
    management

    Centralize leads, automate renewals, and track commissions with intelligent carrier integrations built for efficiency.

    01

    Centralized CRM

    02

    Carrier API Integration

    03

    Commission Tracking

    04

    Automated Renewals

    Group Insurance

    Automated
    enrollment
    lifecycle

    From group setup to carrier activation, eliminate manual errors with self-service enrollment and automated file generation.

    01

    Book of Business Dashboard

    Real-time view of groups and enrollments.

    02

    Group Setup

    Quick, automated group onboarding.

    03

    Smart Enrollment Views

    Quick, Choice, and Flexible options.

    04

    Automated Notifications

    Alerts for pending actions.

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    Unified Experience Across Modules

    Both Individual and Group modules share a common foundation built for efficiency and compliance.

    Consistent Data Models

    Uniform workflows and data structures across all operations

    Multi-Tenant Architecture

    Secure, scalable infrastructure on Azure and Vercel

    Real-Time Dashboards

    Unified reporting and analytics across all modules

    Complete Audit Trails

    Shared communication tracking and compliance logging

    Whether your agency handles individual clients or corporate employers, SureForce ensures every interaction is connected, measurable, and intelligent.