Welcome to

Sure Quote

We are here to make your life easy!

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.

LIFE INSURANCE

Generate and manage life insurance quotes for your clients from Life Insurance Companies.

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Want to know more about Sure Quote?

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