Product overview - Surely · Responsive design supporting desktop, tablet and mobile journeys....

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About Surely Established in 2013 in London by serial entrepreneurs with a mission to "power digital insurance", Surely provides innovative technology solutions to the insurance sector. Our novel platform, built from scratch using the latest modern technology, enables insurers and brokers to transact online with their customers, whether these are end-consumers, small businesses or intermediaries. Our platform is cloud-based, rapid to congure, works on all devices (web, tablet and mobile), is multi-lingual and multi- currency, and is highly cost-eective in a Soware-as-a-Service (SaaS) model. The system allows a user to obtain a quote for an insurance product, buy the product and manage the product online, with a strong focus on User Experience throughout. Our team of technologists and insurance industry experts has established a reputation for rapid and robust delivery, and the business has gone from strength to strength, building partnerships with global insurance entities as well as high prole players in the Lloyd's and London Market. We have launched insurance products in the UK, Sweden, Spain, US and Canada, covering General Insurance (GI) / Property & Casualty (P&C) lines, Health Insurance, Life Insurance and Commercial Insurance. Our clients include blue-chip insurers, brokers, distributors and MGAs (a selection of which is shown below). Our solutions include Quote & Buy (a Direct-to-Customer oering) and Broker Portal (an intermediary e-Trade oering). Schemes we have run to date include Caravan insurance, Car Breakdown cover, Cyber liability, Critical Illness, Dental, Home insurance, Life insurance, PMI, Stem cell insurance, Subcontractor liability, and Travel insurance. Product overview Fully hosted platforms that can be insurer or coverholder branded. Responsive design supporting desktop, tablet and mobile journeys. Multi-lingual and multi-currency support. Engineered to the highest standards using cutting-edge technology, with third party integrations and web service / API integration. Secure, fast and resilient with full disaster recovery, backup and full audit trails. Reporting and analytics, Including standard bordereaux. A cloud-based platform for insurers and MGA’s to transact online with their intermediaries/agents Broker Portal A novel, cloud-based platform for insurers and brokers transacting D2C (direct to customer). Quote and Buy platform Rapid conguration of bespoke insurance products, including pre-sales information, online application / proposal form, quotation & rating engine, document generation, policy binding, electronic signature and email engines. User logins and permission-based proles. Underwriter referral journeys, including premium adjustments and endorsements. Integration into back-end Policy Admin Systems. Rapid conguration of bespoke insurance products, including pre-sales information, quotation & ratings engine, document generation, payment collection and email engines. Payment mechanisms including Direct Debit, Credit / Debit card and PayPal. Call centre Policyholder self-service Quote and Buy - Cellplan © Surely 2018 Broker Portal - Endeavour Surely powers digital insurance, providing a cloud-based technology platform that enables customers and brokers to quote, buy and manage insurance online. 2 Bath Place, Rivington St, Shoreditch, London, EC2A 3DR www.surelygroup.com +44 (0) 20 3745 4567 [email protected]

Transcript of Product overview - Surely · Responsive design supporting desktop, tablet and mobile journeys....

Page 1: Product overview - Surely · Responsive design supporting desktop, tablet and mobile journeys. Multi-lingual and multi-currency support. Engineered to the highest standards using

About Surely

Established in 2013 in London by serial entrepreneurs with a mission to "power digital insurance", Surely provides innovative technology solutions to the insurance sector. Our novel platform, built from scratch using the latest modern technology, enables insurers and brokers to transact online with their customers, whether these are end-consumers, small businesses or intermediaries.

Our platform is cloud-based, rapid to configure, works on all devices (web, tablet and mobile), is multi-lingual and multi-currency, and is highly cost-effective in a Software-as-a-Service (SaaS) model. The system allows a user to obtain a quote for an insurance product, buy the product and manage the product online, with a strong focus on User Experience throughout.

Our team of technologists and insurance industry experts has established a reputation for rapid and robust delivery, and the business has gone from strength to strength, building partnerships with global insurance entities as well as high profile players in the Lloyd's and London Market.

We have launched insurance products in the UK, Sweden, Spain, US and Canada, covering General Insurance (GI) / Property & Casualty (P&C) lines, Health Insurance, Life Insurance and Commercial Insurance. Our clients include blue-chip insurers, brokers, distributors and MGAs (a selection of which is shown below).

Our solutions include Quote & Buy (a Direct-to-Customer offering) and Broker Portal (an intermediary e-Trade offering). Schemes we have run to date include Caravan insurance, Car Breakdown cover, Cyber liability, Critical Illness, Dental, Home insurance, Life insurance, PMI, Stem cell insurance, Subcontractor liability, and Travel insurance.

Product overview

Fully hosted platforms that can be insurer or coverholder branded.

Responsive design supporting desktop, tablet and mobile journeys.

Multi-lingual and multi-currency support.

Engineered to the highest standards using cutting-edge technology, with third party integrations and web service / API integration.

Secure, fast and resilient with full disaster recovery, backup and full audit trails.

Reporting and analytics, Including standard bordereaux.

A cloud-based platform for insurers and MGA’s to transact online with their intermediaries/agents

Broker PortalA novel, cloud-based platform for insurers and brokers transacting D2C (direct to customer).

Quote and Buy platform

Rapid configuration of bespoke insurance products, including pre-sales information, online application / proposal form, quotation & rating engine, document generation, policy binding, electronic signature and email engines.

User logins and permission-based profiles.

Underwriter referral journeys, including premium adjustments and endorsements.

Integration into back-end Policy Admin Systems.

Rapid configuration of bespoke insurance products, including pre-sales information, quotation & ratings engine, document generation, payment collection and email engines.

Payment mechanisms including Direct Debit, Credit / Debit card and PayPal.

Call centre

Policyholder self-service

Quote and Buy - Cellplan

© Surely 2018

Broker Portal - Endeavour

Surely powers digital insurance, providing a cloud-based technology platform that enables customers and brokers to quote, buy and manage insurance online.

2 Bath Place, Rivington St, Shoreditch, London, EC2A 3DR

www.surelygroup.com

+44 (0) 20 3745 4567

[email protected]