I am a Life Insurance Agent, can sign I up for a Surer account? Yes. Do take note that in our verification process, we will require that you indicate…SurerNovember 14, 2022
How do I access policies of deals that I have closed via Surer? Locate the ‘Policies’ tab via the navigation bar on the left. The Policies tab is…SurerNovember 14, 2022
How do I renew a policy via Surer? Go to the policies section in your account and click on the ‘Renew’ button on…SurerNovember 14, 2022
I have existing policies that are in another system or in hardcopy. How do I port them over to Surer? You can start porting your policies over to Surer by using the Policy creation feature.…SurerNovember 14, 2022
What is the ‘send to client’ button for? This button will trigger a feature that allows you to send the client the proposal…SurerNovember 14, 2022
I have created and sent a proposal. Where do I check on quotation status? You can check on the statuses of all proposals you have sent by locating the…SurerNovember 14, 2022
I cannot find a particular product in both the custom and instant quote flow. Does this mean I cannot create a proposal for this product to get a quote? Yes, while we have a comprehensive list of products, it unfortunately means we do not…SurerNovember 14, 2022
What is the difference between a custom proposal and an instant quote proposal? Instant Quote proposal means going into our instant quote marketplace to see if there are…SurerNovember 14, 2022
How do I change / update the insurers that I represent and/or the underwriters I work with? You can do so by clicking on your profile image on the top right corner.…SurerNovember 14, 2022
How do I change / update details relating to my account / profile on Surer? You can do so by clicking on your profile image on the top right corner.…SurerNovember 14, 2022