You can do so by clicking on your profile image on the top right corner. Thereafter, you will be able to access your profile and account details – you can make changes there including updating your email address, password, contact information and the insurers/underwriters you represent and work with. Check out this video tutorial for more details on how you can do so.

You can do so by clicking on your profile image on the top right corner. You will see a section called ‘Insurers & Underwriters’. You can click on the ‘edit’ button to make the necessary changes or the ‘add’ button to create a new insurer or underwriter. Check out this video tutorial for more details on how you can do so.

Instant Quote proposal means going into our instant quote marketplace to see if there are any suitable products. Products listed in the instant quote marketplace will give your quotes instantaneously. You can learn more about the instant quote marketplace here.

Custom proposal means to create a customised proposal from a list of over 50 product form templates. In this case, you can choose from any number of principals you represent to send the proposal to. You can learn more about this feature via this video tutorial.

This button will trigger a feature that allows you to send the client the proposal form for them to fill out parts of the information that they are clear on. We call this ‘Proposal co-creation’ where you jointly create a proposal with the client. You can learn more about this feature here.

You can check on the statuses of all proposals you have sent by locating the ‘In progress’ tab via the navigation bar on the left. You will be able to get an overview of all the proposals you have sent here. Click on any of the proposals listed to get a deeper view on statuses and quotes received. You can learn more via this video tutorial. 

You will also be notified via email and the ‘Outstanding Task’ widget on your dashboard should you receive a new quote. You can learn more about the ‘Outstanding Task’ widget here.

Yes, while we have a comprehensive list of products, it unfortunately means we do not have that product available. However, you could write in to info@54.169.101.216 to let us know and we will do our best to make that product available.

No. All proposals are automatically saved as a draft at a 5-seconds interval. You can access the proposal you were in the middle of creating via the ‘Draft’ tab located on the navigation bar on the left. You can learn more about this feature here.

Locate the ‘Policies’ tab via the navigation bar on the left. The Policies tab is nestled under ‘Proposals’. You can learn more about this feature via this video tutorial.

Go to the policies section in your account and click on the ‘Renew’ button on the top right corner. You can learn more about this feature via this video tutorial.

You can start porting your policies over to Surer by using the Policy creation feature. You can learn more about this feature via this video tutorial. Should you require further assistance on bulk porting of policies, you may write in to info@54.169.101.216 to request for assistance.

Surer is free to use for all licensed insurance intermediaries based in Singapore. Intermediaries can sign up for an account here.

Yes. Do take note that in our verification process, we will require that you indicate your accreditation number as only licensed insurance intermediaries are allowed to use the Surer platform. You may check for your accreditation number here.

Yes. Do take note that in our verification process, we will require that you indicate your accreditation number as only licensed insurance intermediaries are allowed to use the Surer platform. You may check for your accreditation number here.

Yes. Do take note that in our verification process, we will require that you indicate your accreditation number as only licensed insurance intermediaries are allowed to use the Surer platform. You may check for your accreditation number here.

Yes. Do take note that in our verification process, we will require that you indicate your accreditation number as only licensed insurance intermediaries are allowed to use the Surer platform. Given that you are a composite agent, we will require you to indicate your GIA number as your accreditation number. You may check for your accreditation number here.

Yes. Do take note that in our verification process, we will require that you indicate your accreditation number as only licensed insurance intermediaries are allowed to use the Surer platform. Given that you are a Broker, we will require you to indicate your firm’s UEN number as your accreditation number.

Yes. Do take note that in our verification process, we will require that you indicate your accreditation number as only licensed insurance intermediaries are allowed to use the Surer platform. You may check for your accreditation number here.

Surer is a cloud-based insurtech platform with a digital ecosystem of intermediaries and insurers. It provides tech solutions to help orchestrate the network in the insurance industry enabling insurance intermediaries to close deals with greater speed and allows insurers to distribute their product with better efficiency. Surer is an award-winning company with notable wins including the ‘Partners of FinTech’ award at the Singapore FinTech Festival Global FinTech Awards 2021. Surer is certified by the Singapore FinTech Association as an Insurtech service provider.

Surer provides solutions to solve problems such as time inefficiency in getting multiple quotations, getting quotes instantly, allows you to expand your network base and helps you keep track of the progress of your deals and your client’s policies, all within one smart system.

Yes. You can refer to our Terms of Service here.

Yes. You can refer to our Platform Usage Guidelines here.