Insurance Policy Management Platform
Smart Insurance Management

Welcome to SURECORX

A modern platform designed to give you complete control over your insurance files. Easily track policy dates, keep client records organized, and manage your business with total peace of mind.

Renewal Pending #9042

Global Trade Cargo Co.

Premium: $12,450.00

Days Left: 12 Days
Active Policy #1059

Elena Rostova (Life Ins.)

Underwriter: Liberty Mutual

Status: Synced Cloud
Commission Split

Agency Share (15%)

Payout: $1,867.50

The complete toolkit for high-performing insurance teams

Optimize every stage of the policy lifecycle. Automate complex commission splits, locate data in milliseconds, and enforce secure, role-based workflows.

Policy Repository

Centralize and filter all client documents, dynamic terms, and coverages from a unified interface.

Team Management

Delegate work efficiently with distinct administration control panels and custom user permissions.

Real-time Analytics

Gain immediate strategic insights into metrics, expiring states, and internal operation audits.

Automated Renewals

Set customizable triggers to alert your operators and clients weeks before active policies lapse.

Instant Global Search

Locate any client, document, or policy status in milliseconds using our advanced query filters and real-time indexing engine.

Instant Document Viewer

Preview PDFs, scanned IDs, and signed contracts directly inside the dashboard without slow external downloads or interruptions.

Advanced Data Protection

Keep customer data safe with advanced, enterprise-grade storage encryption and access protocols.

Intelligent Duplicate Prevention

Keep your database clean. The platform automatically flags matching details and overlapping entries before redundant records are saved.

Real-Time Commission Dashboard

Track and visualize earnings instantly. Automatically calculate agency splits, monitor team payouts, and receive smart alerts for overdue commission settlements.

One-Click PDF Generator

Instantly compile policy summaries, active coverages, and billing statements into beautifully formatted, client-ready PDF documents.

Full Activity Log Audit

Monitor every movement. The system generates an immutable history of all actions to track changes in detail and ensure strict quality control.

Role-Protected Multi-Tenancy

Allows the Administrator to delegate hierarchical roles and seamlessly automate recurring billing for additional seats.

Multi-Currency Engine

Manage cross-border policy distributions and track diverse underwriting values seamlessly.

Data Export Hub

Download accounting registries, customer logs, and coverage histories into clean tabular files.

Granular Access Control

Enforce conditional data visibilities based strictly on localized field branches and positions.

About Us.

Performance meets absolute simplicity. Surecorx strips away the complexity of traditional policy administration, hidden behind a beautifully minimalist workspace. We turn heavy backend workflows into seamless, lightning-fast digital experiences.

Cloud Synced

Real-time database sync hosted entirely in secure, scale-on-demand cloud environments.

Zero Dependencies

Built with native, lightweight web technologies for maximum longevity and zero third-party bloat.

Encrypted Queries

Secure TLS data pipelines guarding all communications between the client and the cloud database.

Autonomous System

An autonomous, always-on system designed to process and execute your workflows smoothly without constant human intervention.

Uptime SLA

99.9% uptime powered by optimized server architecture, ensuring your business remains fully operational and accessible around the clock.

24/7 Support

24/7 dedicated assistance, offering reliable, round-the-clock support to resolve your inquiries and keep your operations running smoothly.

Individual

For individuals or small trials.

$20 /mo
Up to 1,000 policies
Up to 5 GB storage
Basic analytics
No team collaboration

14-day free trial • Cancel anytime

Business

Popular

For teams that need more.

$120 /mo
Unlimited policies
Team collaboration
10 users included
User admin panel
User roles
Up to 20 GB storage
Advanced analytics
Audit logs
Priority 24/7 support
SSO (coming soon)

* Extra users: $10/mo per user

14-day free trial • Cancel anytime

Frequently Asked Questions

Surecorx is a high-performance SaaS workspace built specifically for insurance agents, brokers, and teams to streamline their entire policy administration. It centralizes policy metadata, automates dynamic commission splits, tracks clients, and manages internal team roles.
Yes, you can try Surecorx with full access completely free for 14 days. There is no need to contact sales or wait for approvals: simply sign up and your trial will activate automatically. When starting your trial, you set up your payment method, and you will only be charged once the 14 days are up, giving you total freedom to cancel at any time before the period ends if you choose not to continue.
The moment you register, you have complete control of the platform. You can upload your information using our bulk import tools, customize your commission structures, and register policies immediately, at your own pace, from day one.
You can easily import your existing database using our standardized CSV or Excel templates. If you have a complex legacy system, our support team is available to assist you with the transition to ensure zero data loss.
Yes. Under our Business plan, you can invite your team, delegate role-based access permissions, and track operations cleanly across your workspace. Ten seats are included by default, and extra operators can be added seamlessly for just $10/mo each.
Absolute data security is our core priority. All platform communications run over secure TLS (Transport Layer Security) networks. Additionally, our hosting environment utilizes hardened multi-tenant architecture and state-of-the-art encryption protocols to isolate your databases.
Yes, absolute ownership of your data is guaranteed. You can export your complete database—including client records, policy files, and financial history—into clean CSV or Excel files at any time with a single click from your settings panel.
No. Surecorx is fully cloud-hosted. There are zero installation processes, setup costs, or long-term commitments. You only pay the flat rate listed for your tier, and you can upgrade, downgrade, or cancel your subscription at any time.
Yes! Our Business plan includes dedicated, 1-on-1 onboarding sessions where we help you configure your initial workspace, map custom fields, set up user permissions, and train your staff to get the most out of Surecorx from day one.