The right product can change everything!

SureSpace is a one stop client relation manager for short-term insurance brokers rendering services on behalf of a client.

About us

What is SureSpace all about?
About Us Image

This unique platform was designed for a broker to assist clients anywhere in the world with any administration instruction, claim, quotation or returned debit query. You do not have to worry as you can access your client's data from anywhere whether you work from home, office or your nearest coffee shop.

SureSpace is designed to assist you, as a broker, to have a continuous flow of work and follow ups as you need. SureSpace has a lot of unique features built into the system to ease the processes of completing the clients request, from generating a quotation, following up on a request, processes during a claim, etc.

Features

What exactly does SureSpace ofter?

Request new product quotations for your client.

  • Quotation revisions
  • Send to multiple insurers
  • Send accepted application to client

Handle any or all claims that your client has issued.

  • Keep track of claim status
  • Per claim reference number
  • Sign off on completed claims

Administrative instructions to handle all your insurance queries.

  • Keep track of query status
  • Create custom instruction per client request
  • Sign off completed instructions

Keep track of all your appointments with a built-in calendar.

  • Register leave and meetings
  • Keep track of appointments
  • Never miss an appointment again

Email your clients directly regarding their queries

  • Send email attachments
  • Email clients regarding queries
  • Keep track of all sent emails

Upload and keep client documents for as long as you need

  • Secure document storage
  • Share documents with clients
  • View or download documents

Manage all the returned debits that your client has.

  • Keep track of returned debit status
  • Per returned debit reference number
  • Sign off on completed returned debits

Company notes to keep track of everything that happens.

  • Track client change processes
  • Create custom company notes
  • Download notes as PDF

Have your clients sign documents regarding their insurance

  • Client e-sign documentation
  • Digital signature added
  • Auto-save document to client file
And more

SureSpace can be used for personal and commercial insurance

Contact us

Get in touch with us to view a demo or request an estimate?