A shared repository for customers, intermediaries and partners.
Surelia Assurance centralises the key parties of the non-life ecosystem: customers, policyholders, proposers, beneficiaries, brokers, agents, introducers, loss adjusters, garages, service providers, reinsurers and payment partners.
One party, several roles, a single record.
A customer can be the policyholder, the proposer and the beneficiary. A broker can be both introducer and administrator. Surelia structures the roles without duplicating the party.
Duplicate prevention avoids discrepancies between quotes, policies, claims and payments attached to the same person or entity.
Every role in the non-life ecosystem.
Individuals, legal entities and the specialist players of the insurance journey.
Customers & policyholders
Proposers, policyholders, beneficiaries, contacts.
Intermediaries
Brokers, agents, introducers, networks and portals.
Claims partners
Loss adjusters, garages, service providers, contractors.
Reinsurers
Reinsurers, panels, treaties, agreements.
Payment
Banks, PSPs, aggregators, mobile money operators.
Duplicate prevention
Duplicate detection, merging, controlled uniqueness.
360° view
Related quotes, policies, premium notices, payments and claims.
CRM through APIs
Synchronisation with your CRM through business APIs.