Complete Automation Solutions for Insurance

One platform, multiple modules, fully integrated.

World class software connecting all points of insurance distribution.

Unrivaled innovation fueled by real-world insight and world-class programmers.

Our mission:

To streamline & automate the buying & selling of insurance.

40000

Agents contracts submitted monthly

600

Agencies served

250000

Producers who benefit

460

Carrier contracting forms included

Our state-of-the-art applications

SureLC™

Licensing & Contracting

Streamlines and automates processes associated with the management of all aspects of licensing, contracting, and appointments for producers, agencies, and carriers.

SureNB™

New Business

Streamlines quoting, illustration, drop-ticket and eApplication submission. When utilized, SureFill, SureCheck, SureMVR, SureMIB, and SureAnalyze provide data-retrieval for intelligent data prepopulation providing a streamlined user experience.

SureDesigner™

New Business Form Mapping

Our proprietary software used by our professional services team to streamline and automate new business forms mapping. Available to authorized users at carriers, TPAs, and others.

SureComp™

Commission Reconciliation

Our commission reconciliation module supports its users in tracking commission expectations, and seamlessly reconciles discrepancies to ensure proper payments are administered.

SureImaging™

Document Imaging

Document management and imaging that securely submits digital versions directly to the intended recipients.

Easy.Insure™

Consumer Insurance Portal

Connecting consumers with producers. Consumers can find rates and search for producers to service their needs. Producers can tout their credentials, manage their profiles, and interact directly with prospective clients.

SureForms™

Forms Access

Intelligently access contracting, new business, and policy owner service forms for download and/or dissemination to intended recipients.

  • SuranceBay meets and exceeds expectations. When you have agents contracted in 50 states, there is no other way to go than to choose SureLC for contracting and licensing.

    Jason Kenyon, TermLife2Go

  • I am so happy there is a solution now to spare agents the countless pages of contracting documents.  This is a must have for any General Agency as I cannot imagine agents ever going back to paper contracting.

    Brian Greenberg, President, True Blue Life Insurance

  • I have to say that I have never worked with a vendor as responsive as SuranceBay. Their software is one of the most user-friendly that I’ve ever seen and their staff is always very patient and helpful when you need assistance.

    April Darnell, The Brokers Source

  • With agents licensed in 48 states, keeping track of licensing and renewals can be daunting. My thanks to SuranceBay for making the process quick and easy to get my agents’ renewals done in each state. My favorite service is the license renewal notice emails, so we never let a license expire.

    Chris Huntley, JRC Insurance Group

  • One of our agents recently completed the online contracting and said in all of his years in insurance, he has never encountered a tool that was as easy and user-friendly as SureLC. He’s anxious to start submitting applications to us!

    Partners Advantage