Welcome to
Sure Quote
We are here to make your life easy!
Learn more about us
Client Relationship Management
Mange your client data and documents on our CRM cloud platform.
Client Portal Mobile App
Mange your client data and get instant updates and requests from your clients on our client portal mobile app.
Life Insurance Quote Generation
Generate and manage life insurance quotes for your clients from multiple Life Insurance providers simultaneously.
Medical Aid Quote Generation
Generate and manage medical quotes for your clients from multiple Medical Aid providers simultaneously.
Financial Needs Analysis
Mange and generate a comprehensive Financial Needs Analysis for your clients the easy way.
Open API Integration
Integrate Sure Quote features directly into your tech environment with open API architecture.
About Us
Our mission: To be the company with the best solution for brokers to have a compliant and time efficient brokerage with excellent service to their clients. Sure-quote is the broker’s 24/7 web-based assistant, and provides the broker and financial adviser with a user-friendly Client Relationship Manager (database).
Sure-quote includes a quotation program and financial tools to help the broker present their clients with outstanding service in a professional and time efficient way.
In an ever-changing financial industry with increasing compliance burden and stringent regulations, the broker needs a tool to keep ahead of any new developments in the industry. Sure-quote will help the broker to be one step ahead, be ready for RDR, be a Robo-adviser and give the best up to date advice and compliance without the extra admin burden.
Sure-quote keeps the broker/financial adviser in touch with their clients, so they can step up their game.
