Sureify
Modernizing the life insurance and annuity industry with digital transformation
Overview
Sureify is an industry-leading SaaS platform for life insurance and annuity companies, transforming how carriers acquire, service, and engage policyholders. Founded in 2012 by Dustin Yoder, the company has built a comprehensive digital transformation platform that enables insurers to meet modern customer expectations without building proprietary software.
The company's Lifetime platform is a modular, highly customizable solution built with mobile-first, API-first, and low-code frameworks. Sureify serves household-name brands and has established itself as a trusted partner for carriers looking to digitize their operations across the policy lifecycle.
Sureify is recognized as one of America's Top Most Loved Workplaces for 2025.
Products & Services
LifetimeACQUIRE
Digital sales platform enabling omnichannel acquisition for life insurance and annuity products.
Key Features
- Digital application workflows
- Omnichannel sales enablement
- Quote-to-bind automation
Target Users: Carriers, Agents
LifetimeAGENT
Agent enablement platform providing tools for distributors and agents.
Key Features
- Agent portal and tools
- Sales workflow automation
- Distributor management
Target Users: Agents, Distributors
LifetimeENGAGE
Policyholder engagement platform fostering lifelong relationships between carriers and customers.
Key Features
- Customer communications
- Engagement campaigns
- Retention tools
Target Users: Carriers, Policyholders
LifetimeSERVICE
Self-service portal and native applications for in-force policy management.
Key Features
- Policyholder self-service portals
- Native mobile applications
- Policy servicing automation
Target Users: Policyholders, Carriers
CoreCONNECT
Integration platform connecting Sureify solutions with carrier core systems.
Key Features
- API integrations
- Core system connectivity
- Data synchronization
Target Users: Carriers, IT Teams
At a Glance
- Founded
- 2012
- Headquarters
- San Jose, California
- Employees
- 201-500
- Funding
- Series C
Category & Focus
- Category
- Customer Engagement
- Subcategories
- Digital Sales Policyholder Portals Agent Enablement
- Insurance Verticals
- Life & Annuity
- Target Customers
- Carriers
Customers
- Allstate
- Amica
- Nationwide
- Principal
- Modern Woodmen of America
- State Farm
- AAA Life
- Brighthouse Financial
- Vantis Life (Penn Mutual)
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Last updated: 2026-05-27