I am a Life Insurance Agent, can sign I up for a Surer account? Yes. Do take note that in our verification process, we will require that you indicate…SurerNovember 14, 2022
How do I access policies of deals that I have closed via Surer? Locate the ‘Policies’ tab via the navigation bar on the left. The Policies tab is…SurerNovember 14, 2022
How do I renew a policy via Surer? Go to the policies section in your account and click on the ‘Renew’ button on…SurerNovember 14, 2022
I have existing policies that are in another system or in hardcopy. How do I port them over to Surer? You can start porting your policies over to Surer by using the Policy creation feature.…SurerNovember 14, 2022
I cannot find a particular product in both the custom and instant quote flow. Does this mean I cannot create a proposal for this product to get a quote? Yes, while we have a comprehensive list of products, it unfortunately means we do not…SurerNovember 14, 2022
What is the ‘send to client’ button for? This button will trigger a feature that allows you to send the client the proposal…SurerNovember 14, 2022
I have created and sent a proposal. Where do I check on quotation status? You can check on the statuses of all proposals you have sent by locating the…SurerNovember 14, 2022
What is the difference between a custom proposal and an instant quote proposal? Instant Quote proposal means going into our instant quote marketplace to see if there are…SurerNovember 14, 2022
How do I change / update the insurers that I represent and/or the underwriters I work with? You can do so by clicking on your profile image on the top right corner.…SurerNovember 14, 2022
How do I change / update details relating to my account / profile on Surer? You can do so by clicking on your profile image on the top right corner.…SurerNovember 14, 2022