Everything you need to manage policies
Streamline your insurance workflow, organize digital assets, and coordinate with your team on a secure architecture.
Policy Repository
Centralize and filter all client documents, dynamic terms, and coverages from a unified interface.
Team Management
Delegate work efficiently with distinct administration control panels and custom user permissions.
Real-time Analytics
Gain immediate strategic insights into metrics, expiring states, and internal operation audits.
Automated Renewals
Set customizable triggers to alert your operators and clients weeks before active policies lapse.
Instant Global Search
Locate any client, document, or policy status in milliseconds using our advanced query filters and real-time indexing engine.
Instant Document Viewer
Preview PDFs, scanned IDs, and signed contracts directly inside the dashboard without slow external downloads or interruptions.
Advanced Data Protection
Keep customer data safe with advanced, enterprise-grade storage encryption and access protocols.
Commission Tracking ❌
Monitor performance targets, calculate dynamic agency splits, and check payouts fluidly.
KYC Validation ❌
Verify client identities quickly and run anti-fraud checks during data onboarding steps.
Claims Adjuster Portal ❌
Provide fields for fast damage assessment reports, upload photo proofs, and log incident costs.
Full Activity Log Audit
Monitor every movement. The system generates an immutable history of all actions to track changes in detail and ensure strict quality control.
Role-Protected Multi-Tenancy
Allows the Administrator to delegate hierarchical roles and seamlessly automate recurring billing for additional seats.
Multi-Currency Engine
Manage cross-border policy distributions and track diverse underwriting values seamlessly.
Data Export Hub
Download accounting registries, customer logs, and coverage histories into clean tabular files.
Granular Access Control
Enforce conditional data visibilities based strictly on localized field branches and positions.
About Surecorx
Performance meets absolute simplicity. Surecorx strips away the complexity of traditional policy administration, hidden behind a beautifully minimalist workspace. We turn heavy backend workflows into seamless, lightning-fast digital experiences.
Individual
For individuals or small trials.
Business
PopularFor teams that need more.
* Extra users: $10/mo per user