Insurance CRM

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.

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.

The engagement is month-to-month only, with no long-term commitment. Because of the monthly model and the personal onboarding, there is no separate trial period. For more on 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 — our platform is the most flexible of its kind. It adapts quickly and easily to each agency’s way of working, by size, workflows and business needs, with no external help required. 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 such as Amendment 13. 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, note that we provide it free, and at the end of the engagement we remove 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.