SureFI: Core Platform for Marketplaces & Aggregators

Connect insurance providers and distribution partners through one streamlined integration layer.

• Unified Connectivity: Connect with insurers, carriers, MGAs, underwriting agencies and broker platforms through secure APIs.

• Standardised Integration: Transform different data structures into consistent formats for quoting, binding and servicing.

• Connected Transactions: Exchange quote, policy, endorsement, payment and document information across participating systems.

• Flexible Architecture: Add new products, providers and distribution partners without rebuilding the complete customer journey.

Request, manage and compare multiple insurance quotes through one connected journey.

• Single Submission: Capture risk information once and submit it to multiple participating insurance providers.

• Real Time Quotes: Receive premiums, coverage options, limits and excesses directly from connected providers.

• Clear Comparisons: Present quote options in a consistent format to support informed customer decisions.

• Quote to Bind: Move customers efficiently from comparison and selection through payment, binding and policy issuance.

Launch branded insurance marketplaces and embedded distribution experiences.

• Branded Experiences: Deliver customer journeys that reflect your brand, products and distribution model.

• Multiple Distribution Channels: Support marketplace, partner, direct and embedded insurance journeys.

• Partner Enablement: Provide distributors and affinity partners with tailored products and digital experiences.

• Scalable Growth: Add new products, providers and channels as your marketplace expands.

Create a consistent source of information across customers, quotes, policies and transactions.

• Unified Records: Store and access customer, quote, policy, payment and document information centrally.

• Data Reuse: Reuse captured information across providers and journeys to reduce manual entry and errors.

• Complete History: Maintain transparent records of submissions, quotes, selections, policy transactions and changes.

• Analytics Ready: Provide clean, structured data for dashboards, performance reporting and business intelligence.

Protect customer information and maintain strong governance across every connected participant.

• Controlled Access: Apply role based permissions for users, partners, administrators and APIs.

• Complete Traceability: Maintain comprehensive audit trails across data exchanges, user activities and transactions.

• Secure Data: Protect information using encryption in transit and at rest.

• Enterprise Security: Support strong security and governance practices aligned with ISO 27001:2022.

Manage marketplace activity through one central workspace.

• Unified Workbench: Monitor submissions, quotes, referrals, policies and outstanding activities without switching systems.

• Document Management: Generate and distribute quotes, schedules, invoices and customer communications.

• Workflow Automation: Automate tasks and notifications across submission, quotation, binding, servicing and renewal.

• System Synchronisation: Keep customer, policy, financial and operational systems updated through connected APIs.