Business Efficiency Archives » Page 3 of 6

Resources

Webinar Highlights: Tech and how it enhances intermediaries’ core value to the client

Thank you to everyone who attended our last webinar for 2022! As always, fret not…

SurerNovember 16, 2022

Resources

Your feedback, Our Features: Q3 ‘22 Recap

The third quarter of 2022 was definitely an eventful one with multiple feature releases! Following…

SurerSeptember 26, 2022

Features

Your Feedback, Our Features: August ‘22

We powered through the month of August as we continue to build both big and…

SurerAugust 30, 2022

Resources

Webinar Highlights: The tech-enabled, supercharged intermediary

Thank you to everyone who attended this webinar! As always, fret not if you missed…

SurerJuly 29, 2022

Features

[Insurer] Feature intro: Product Builder

One of our most popular features is definitely our instant quote marketplace. The success of…

SurerJuly 12, 2022

Resources

Webinar Highlights: How the insurance ecosystem has evolved and important skills for intermediaries to have

Thank you to all who attended this webinar which was recently concluded on 14 June…

SurerJune 14, 2022

Guides

Video Tutorial Part 3: Managing a Proposal In Progress, Records and Policies

In a previous video guide, we shared how you can create and send a proposal…

SurerApril 27, 2022

Guides

Video Tutorial Part 4: Managing a Referral and Referral Circle

In a previous video tutorial, we shared how you could also send a proposal to…

SurerApril 26, 2022

Guides

Video Tutorial Part 5: Proposal co-creation and Drafts

We understand how two things in the proposal creation process can be very tedious The…

SurerApril 25, 2022

Features

Feature intro: your very own digital personal assistant

One of the key features that many intermediaries we spoke to wanted to see was…

SurerApril 21, 2022

Business Efficiency

Webinar Highlights: Tech and how it enhances intermediaries’ core value to the client

Your feedback, Our Features: Q3 ‘22 Recap

Your Feedback, Our Features: August ‘22

Webinar Highlights: The tech-enabled, supercharged intermediary

[Insurer] Feature intro: Product Builder

Webinar Highlights: How the insurance ecosystem has evolved and important skills for intermediaries to have

Video Tutorial Part 3: Managing a Proposal In Progress, Records and Policies

Video Tutorial Part 4: Managing a Referral and Referral Circle

Video Tutorial Part 5: Proposal co-creation and Drafts

Feature intro: your very own digital personal assistant

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