New: Meet SurenseOne – Beyond a Client Portal | The app that elevates the agency’s customer experience

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New: Meet SurenseOne – Beyond a Client Portal | The app that elevates the agency’s customer experience

Israel's leading platform

Insurance CRM

Grow Smart

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Trusted by Israel's top insurance agencies

The advanced CRM for insurance and financial professionals

Advanced technology built around the way insurance agents work
Manage clients, leads, policies, tasks, meetings and documents with real efficiency

היתרונות של CRM Surense

Data-driven opportunity detection

Analyze client data to surface opportunities and maximize business value

היתרונות של CRM Surense

Control over business and operational processes

Set up flexible processes and structured workflows for full control and operational efficiency

Effective client management

A complete view of every product across client portfolios — for focused, efficient, easy-to-run service

צמיחה עסקית מהירה בשורנס

Fast business growth

Intuitive lead management, digital LOA signing, and automatic client-data retrieval to help identify new sales opportunities

Explore Our Products

Join the thousands already growing smarter with Surense

Independent agents, large agencies, and agency networks managing hundreds of agencies and hundreds of thousands of clients – all find an effective fit at Surense. Alongside the technology, we provide onboarding and ongoing support as an integral part of working together

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Don't take our word for it — this is how agencies experience growth

Yaron Bar-On

Co-CEO, Hi-Tech Insurance Agency Network

Surense has been working with Hi-Tech Insurance Agency for many years, and our journeys have been closely connected since the company’s earliest days. We were Surense’s first client, and since then it has grown into a true partnership built on trust, professionalism, responsiveness, and a constant drive for excellence.

Surense is used by all of our employees and agents — around 100 users — across the full range of its capabilities, and has become a central operational backbone of our day-to-day work. The platform is stable, smart, user-friendly, and has continued to evolve over the years in line with the changing needs of a dynamic, forward-looking insurance agency.

Gilad Slonim

Pension Agent, Temura Mele’a Insurance Agency Network

Surense is a groundbreaking platform that has completely transformed the way we work — from client advisory and ongoing service to managing internal office workflows. In my view, it is one of the highest-quality CRM platforms in Israel, allowing agents to focus on what really matters: delivering professional, high-quality service. Beyond improving efficiency, it has made day-to-day management easier, more organized, and even more enjoyable. I highly recommend it to anyone looking to take their agency to the next level.

Asaf Marcus

CEO, Arbitrage Insurance Agency Network

Surense is much more than a standard CRM that brings order to the workday. It is intuitive and smart, and it saves me time and helps prevent mistakes thanks to its workflow module and flexible configurations tailored to the people using it.

From the moment we started working with Surense, the service made it clear that the company thinks about the people actually using the platform — not just the people selling it. The response is fast, professional, and thorough, and the team is always open to ideas for improvements and new capabilities.

Yoram Leviant

Pension & Retirement Specialist

As someone who works in pensions and handles complex processes, Surense has become my right hand for managing and monitoring pension workflows and analyzing complex pension data. It combines an easy, intuitive interface with uncompromising data quality. It is clear that real thought has gone into adapting the platform to the workflows users need, rather than forcing users to adapt the way they work. The user interface is among the best in the industry, and it continues to improve all the time.

Itzik Binyamini

Sales Manager, Ofek Atid Insurance Agency Network

Implementing Surense in our agency improved the organization and visibility of our day-to-day workflows. It is a convenient, smart platform that enables clear and precise task and client management, backed by excellent service and professional support from the Surense team throughout the process.

Surense is an essential work tool for any agency looking to advance and streamline its operations. One of its strongest advantages is the way it presents data visually, making information easy to understand for both agent and client and allowing us to reach almost any data point in just a few clicks.

Dadi Levy

CEO, Madadim Insurance Agency Network

The most advanced client management platform on the market. A major step forward from the CRM systems we had known in the pension and insurance world. We were looking for a company that could bring technology to the forefront of our business, and we found it in Surense. Today, we can create technology integrations such as Make — capabilities that simply were not available in other platforms. Highly recommended — keep leading the way.

Chen Almog

Pension Agent, Talpiot Insurance Agency Network

There’s life before Surense — and life after Surense 😁

Daniel Ilani

Pension Agent, Owner, Ilani Insurance Agency

The best CRM I’ve worked with — worth every penny. Yoni and the team have an exceptional service mindset. It’s a flexible, smart platform that helps us increase productivity dramatically. Thank you, Surense ❤️

Dror Carmi

Pension Agent, CEO, Orin Shukey Hon Insurance Agency

An excellent platform with a wide range of capabilities. New features are added all the time, making our work far more efficient and saving valuable time. Highly recommended.

Lior Atzmon

Pension Agent, Eshkol Kedem Insurance Agency Network

Working with Surense is excellent. It helps me stay in regular contact with clients by letting me automate status reports on their funds at the frequency I choose.

Lidor Levkovich

Pension Agent, CEO, Varda Levkovich Insurance Agency

In my day-to-day work as an insurance and financial services agent, Surense is a practical tool that brings clarity to the pension landscape. It gives me a clear view of which products each client has, how much money is managed and where, and presents the data in a clear, accessible way during client conversations, helping me keep the discussion focused and precise.

The automations and monthly reports also save valuable time, while the ability to identify products that are not currently under my management gives me a fuller, more accurate picture of the client’s financial position.

Shai Hakmon

Pension Agent, CEO & Owner, Hakmon Finance

Surense has enabled me to manage my business and client portfolio much more professionally. It saves me a great deal of time, brings all client information together in one place, and frees up time in the office so we can focus on growing the portfolio and serving clients more quickly and efficiently. I have to give Surense credit for bringing a different level of innovation, efficiency, and usability to our industry. Well done.

Michael Fresman

Pension Agent, Rimonim Insurance Agency Network

I’ve been working with Surense for more than three years. Beyond the excellent interface and immediate support, it is a platform that takes our business several levels forward. Staying in touch with clients is simple even when managing thousands of them, the built-in automations are the best on the market, and day-to-day operations have become simple and efficient.

What would you like to know?

Onboarding with Surense includes a personal process led by a human representative. During onboarding we configure the platform together, tailor it to your agency’s needs, and support you through the start of live work. Once complete, our Customer Success team is available for ongoing support, questions and help getting more out of the system — unlimited and at no extra cost.

Surense gives insurance agents an advanced CRM so they can focus on the core of the business — managing and growing it with peace of mind. It removes technical busywork, streamlines service, and surfaces sales opportunities in real time. Key advantages: (1) Automated actions — automatic lead capture from marketing funnels, information requests, LOA signing and automatic pension clearing house data intake. (2) Direct actions — perform actions directly in-platform without third-party tools, e.g. digital issuance of a Phoenix Invest financial savings policy straight from the interface. (3) Full control from anywhere — the SurenseGo app enables field work with all data synced in real time to the SurenseFire core. (4) Sales-opportunity detection — advanced data views for deep portfolio analysis, insurance-gap identification and maximizing the value of every client. (5) Rollout and support at your pace — a flexible platform with professional onboarding that ensures smooth adoption.

Onboarding typically includes two main sessions that get you working fully and in an organized way. During and after onboarding, the Customer Success team is available for additional support as needed. Data migration from your previous CRM happens after the agency team’s onboarding is complete.
Is there onboarding for new users?
Yes. Every new user goes through onboarding to learn the system and start working professionally and productively. Support for new users is available after initial onboarding too — as part of ongoing service, at no extra cost.

Yes. Every new user goes through onboarding to learn the system and start working professionally and productively. Support for new users is available after initial onboarding too — as part of ongoing service, at no extra cost.

No annual commitment is required. Surense is offered on a monthly subscription basis. Because onboarding is personalized, we don’t offer a separate free trial. For more information about plans and pricing, book a demo.

You can open an account for a single user. The first user is included in the base plan, and you can add users as your agency needs. Book a demo for full details on user structure and pricing.

Support is available several ways depending on your query and preference: website chat, WhatsApp, or email. All requests route to a single support center and are handled by our Customer Success team. Inside the platform, users also have a Knowledge Base with short guides, demo videos and useful content, plus a blog with professional updates. See the Contact page for all channels.

Yes. Surense is the most flexible platform in its category. It adapts quickly and easily to each agency’s way of working, by size, workflows and business needs. No developers needed. During onboarding we define your work structure, processes and user permissions together, so it fits into the agency’s daily work.

Yes. The platform operates under strict information-security standards and protects the confidentiality of business and personal data for insurance-industry organizations and their end clients. Security is reviewed periodically against strict benchmarks, including penetration testing, procedure review and regulatory compliance including Amendment 13 to Israel’s Privacy Protection Law. See our DPA for more.

Monthly cost is based on the plan you choose for your agency’s needs and your number of account users. Three plans – Basic, Pro and Enterprise – suit independent agents, agencies and insurance agency networks of different sizes. In a demo we tailor the plan precisely to your workflow and business needs.

Absolutely. The platform is available through the SurenseGo mobile app, so you can keep working outside the office. Stay connected to clients and data in real time, manage clients and leads, perform business actions, manage tasks, schedule calendar-synced meetings, and receive ongoing alerts and reports. See all Surense products for more.

Absolutely. Using a backup file from your previous CRM, you can continue working seamlessly in Surense. And if you ever need a backup file from Surense, We’ll provide one free of charge. If you ever leave, we delete your data from our servers.

Surense was founded and is run by private entrepreneurs with deep experience in insurance and technology. The company does not, and never will, engage in activity that competes with its clients — such as marketing insurance products or running insurance agencies. Our single goal is to build technology that empowers insurance agencies to grow smarter. Learn more about the founders and team on the About page.

Technology insurance agents love

See how it can upgrade your agency too

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Yaron Bar-On

Co-CEO, Hi-Tech Insurance Agency Network

Surense has been working with Hi-Tech Insurance Agency for many years, and our journeys have been closely connected since the company’s earliest days. We were Surense’s first client, and since then it has grown into a true partnership built on trust, professionalism, responsiveness, and a constant drive for excellence.

Surense is used by all of our employees and agents — around 100 users — across the full range of its capabilities, and has become a central operational backbone of our day-to-day work. The platform is stable, smart, user-friendly, and has continued to evolve over the years in line with the changing needs of a dynamic, forward-looking insurance agency.

Beyond the technology, the people matter just as much: a committed, attentive, professional team that approaches the relationship as a partner, not just a vendor. They are always willing to listen, think things through with us, and provide fast, practical answers.

We are extremely satisfied with our work together and grateful for many years of productive, reliable collaboration. We are confident there is much more ahead, and warmly recommend Surense to any insurance business looking for high-quality technology and a true partner for growth.

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לידור לבקוביץ

סוכן פנסיוני, מנכ”ל ורדה לבקוביץ סוכנות ביטוח

בעבודה היומיומית כסוכן ביטוח פיננסי, שורנס היא כלי פרקטי שעוזר לעשות סדר בעולם הפנסיוני. המערכת מאפשרת לי לראות בצורה ברורה אילו מוצרים קיימים ללקוח, כמה כספים מנוהלים והיכן, ובשיחה מול הלקוח הנתונים מונגשים מולי בצורה נוחה וברורה שמאפשרת שיחה רציפה ומדויקת. בנוסף, האוטומציה והדוחות החודשיים חוסכים זמן יקר, והיכולת לזהות מוצרים שאינם בטיפולי נותנת תמונה מלאה ומדויקת יותר של מצבו הפיננסי של הלקוח.

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איציק בנימיני

מנהל מכירות, בית סוכן אופק עתיד

הטמעת מערכת שורנס בסוכנות שלנו שיפרה את הסדר והשליטה בתהליכי העבודה השוטפים. מערכת נוחה, חכמה ומאפשרת ניהול משימות ולקוחות בצורה ברורה ומדויקת, לצד חוויית שירות מצוינת וליווי מקצועי של צוות שורנס לאורך כל הדרך. שורנס היא כלי עבודה מהותי לכל סוכנות שרוצה לקדם ולייעל את פעילותה. היתרון הבולט שלה הוא בהצגת הנתונים בצורה ויזואלית נוחה לסוכן וללקוח, אופן הצגת הנתונים מאפשר להגיע כמעט לכל נתון נדרש בלחיצות כפתור פשוטות. בנוסף, לכל משתמש (רפרנט/ סוכן/ מנהל תביעות) יש אפשרות לבנות “שולחן עבודה” משלו לפי פרמטרים ומסננים הרלוונטים לו. צוות התמיכה לא מפסיק להתעניין ולשאול שאלות לצורך שיפור תהליכים, זמינים תמיד לשאלות ותמיד דואגים למענה גם לעובדי המשרד. השליטה במערכת מושגת לאחר כשבועיים של עבודה רציפה. מומלץ בחום, שמח ומברך שרכשתי

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יורם לביאנט

מומחה לפנסיה ופרישה

כמי שעוסק בתחום הפנסיוני ומטפל בתהליכים מורכבים, מערכת שורנס הפכה ליד ימיני בניהול ובקרת תהליכים פנסיוניים ובניתוח מידע פנסיוני מורכב. שורנס משלבת ממשק קל ואינטואיטיבי עם איכות מידע גבוהה ללא פשרות. ניכר שהושקע מאמץ להתאים את המערכת לתהליכי העבודה הנדרשים, ולא להכתיב למשתמש את דרך העבודה. ממשק המשתמש הוא מהמובילים בענף, והוא ממשיך להשתפר ולהשתדרג באופן שוטף.

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אסף מרכוס

מנכ”ל בית סוכן ארביטראז’

שורנס הינה הרבה מעבר למערכת CRM מן המניין שעושה סדר בראש ובניהול יום עבודה.
היא מערכת אינטואיטיבית, חכמה שחוסכת לי זמן וטעויות לאור מודול התהליכים והאפיונים שבוצעו המותאמים למי שעובד עמה. כבר במעמד החיבור למערכת הרגשתי ממערך השירות שיש מי שחושב על מי שעובד במערכת ולא רק על מי ששיווק אותה. המענה הוא מהיר, מקצועי ומקיף ונענים גם לרעיונות לעדכון ושדרוג המערכת בכל עת. ממליצים מניסיון וממקום של עמידה בסטנדרט שכל מתכנן פיננסי מייעד למשרדו. תצליחו!

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גלעד סלונים

סוכן פנסיוני, בית סוכן תמורה מלאה

שורנס היא מערכת פורצת דרך שחוללה מהפכה של ממש בצורת העבודה שלנו – החל משלבי הייעוץ והטיפול השוטף בלקוח, ועד לניהול התהליכים הפנימיים במשרד. בעיניי, מדובר במערכת ברמה הגבוהה ביותר בישראל, המאפשרת לסוכן להתמקד בדבר החשוב באמת: מתן שירות איכותי ומקצועי. מעבר ליעילות, המערכת הפכה את הניהול לחוויה נוחה, מסודרת ואפילו מהנה. מומלץ בחום לכל מי שרוצה לשדרג את המשרד שלו.

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ירון בראון

מנכ”ל משותף, בית סוכן הייטק ביטוח

חברת שורנס מלווה את הייטק סוכנות לביטוח שנים רבות, ודרכינו שזורות זו בזו להצלחה משותפת מאז ימיה הראשונים של החברה. היינו הלקוח הראשון שלהם, ומאז מדובר בשותפות אמיתית, המבוססת על אמון, מקצועיות, זמינות וחתירה מתמדת למצוינות. התוכנה של שורנס משמשת את כלל עובדי וסוכני הסוכנות (כ-100 משתמשים) על כל רכיביה, והיא מהווה עמוד שדרה תפעולי מרכזי בפעילות היומיומית שלנו. המערכת יציבה, חכמה, ידידותית למשתמש, ומתפתחת לאורך השנים בהתאם לצרכים המשתנים של סוכנות ביטוח מתקדמת ודינמית. מעבר לטכנולוגיה, חשוב לא פחות לציין את האנשים: צוות מחויב, קשוב, מקצועי ובעל גישה של שותף לדרך ולא רק ספק. תמיד עם נכונות להקשיב, לחשוב יחד, ולתת מענה אמיתי ומהיר. אנו שבעי רצון מאוד מהעבודה המשותפת, ומוקירים תודה על שנים נהדרות של שיתוף פעולה פורה, אמין ומוצלח. אין לנו ספק שהדרך המשותפת עוד לפנינו  ואנו ממליצים על שורנס בחום רב לכל  שחקן בעולם הביטוח שמחפש פתרון תוכנה איכותי ושותף אמיתי לצמיחה.