Eliminate 73 days of work
every year
and add peace of mind.
» Read moreread below about what we do for insurance brokers,
or contact us to enjoy a free 3-month trial.
Fuss-free documentation automation for insurance brokers.
SureDocs automates away 73 days per year of work for our average customer. For a €35k example salary that's €10k worth of time.
No more manually checking inconvenient insurer websites for new documents multiple times per day. No more searching for the right account executives and distributing documents by hand. You will save money and boost staff morale.
Plus, relax and remain firmly in control with oversight of all documents and audit logs. Reassure yourself that all documents have been taken care of.
Contact us now for a free 3-month trial. You won't look back.
Automated document flow
↪ from multiple insurers to account executives & OpenGI
Peace-of-mind
↪ as notifications and audit log maintain document visibility & custody
SureDocs Ethos
Straightforward Value
Every feature adds value.
Pricing is predictable.
Subscription bills scale up or down with your usage levels.
User Experience
Services are reliable.
Features are user-friendly and “just work”. Easy self-service is the norm.
There is one high-quality feature set for all customers.
Agility
Feedback is fuel.
Evolve iteratively.
Customers can cancel their subscriptions easily.
Pricing
Subscription details are coming soon.
We are in private beta with our first clients.
Sign up below to enjoy a free trial.
Contact us
Our Management Team
With decades of experience in the insurance profession and software development, you can trust that our product will suit your needs.
John Cuffe, MDI PhD
Insurance Lead
Peter Brownlow
Software Lead
Input Insurer Login Credentials
Generate Personal Access Token
Use access tokens with the OpenGI client.
Running this program in your office automatically directs incoming post into your OpenGI storage and notifies account executives.
Contact SureDocs if you would like to try it.
Generate
My Post
Your to-do list of unallocated post. The most recent are on top.
| Date | Insurer | Type | Client | Policy No. | OpenGI Ref. | Account Executives | Actions |
|---|
Bulk forward and dismiss post with account executive(s):
📧🗑️ Dismiss and email all such documents🗑️ Filed Post
The SureDocs copy of filed post will be automatically deleted. The most recent are on top.
Bulk forwarding is available for post below with account executive(s).
📧| Date | Insurer | Type | Client | Policy No. | OpenGI Ref. | Account Executives | Description | Actions |
|---|
Your number of stored policies numbers: 🛈 Allianz policy & EDI/B2B/ComQuote are both stored.
Your number of stored OpenGI refs: 🛈 Allianz policy & EDI/B2B/ComQuote number share an OpenGI reference.
🙋 Set the account executive for a single policy
🙋 Upload bulk policy to account executive mapping
- policy number
- optionally, OpenGI reference
- email address
- optionally, account executive personal name
📧🗑️ Auto forward and dismiss post
🗑️ Auto dismiss post
Dismiss every document arriving in the post having a policy beginning with any of these prefixes:📜 Audit Log
The most recent entries are on top.
| Day | Time | Event | By user | Entity Type | Entity Id | Details |
|---|
€ Billing
| Year | Month | Documents |
|---|
| Email address | Personal name | Actions |
|---|
| Email address | Personal name | Actions |
|---|
