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Full Service, No Compromise.

We offer a wide variety of financial tools to support financial brokers and/or advisors. The set of tools include features such as CRM, FNA, BNA, life insurance quotes, and investment portfolios. We provide a platform for direct communication between you and your clients, through a paperless environment. Everything from the initial quote request, quote generation to the application submission is done electronically.

Client Relationship Management

Mange your client data and documents on our CRM cloud platform.


KEY FEATURES INCLUDE
  • Online access to client information from any device
  • Secure and efficient client data management
  • Unlimited document storage
  • Activity tracking and follow-ups
  • Easy Import/Export of data

Client Portal Mobile App

Mange your client data and get instant updates and requests from your clients on our client portal mobile app.


KEY FEATURES INCLUDE
  • Direct messaging between client and advisor
  • Instant updates done by Client on the app
  • Clients can access all of their data
  • Support for Android and iOS

Life Insurance Quote Generation

Generate and manage life insurance quotes for your clients from multiple Life Insurance providers simultaneously.


KEY FEATURES INCLUDE
  • Generate simultaneous life insurance quotes in just a few clicks
  • All quotes will be automatically saved in the client folder in CRM for convenience and compliance purposes.
  • Get a professional summary of premiums per company per benefit to present to client
  • Providers Included: FMI, Liberty, Momentum, and Sanlam

Medical Aid Quote Generation

Generate and manage medical quotes for your clients from multiple Medical Aid providers simultaneously.


KEY FOCUS AREAS INCLUDE
  • Generate simultaneous Medical Aid quotes in just a few clicks
  • All quotes will be automatically saved in the client folder in CRM for convenience and compliance purposes.
  • Get a professional summary and comparison of premiums and benefits to present to your clients
  • Most major open service providers are included

Financial Needs Analysis

Mange and generate a comprehensive Financial Needs Analysis for your clients the easy way.


KEY FOCUS AREAS INCLUDE
  • Professional advice is made simple through our FNA
  • Provide clients with a branded and understandable needs analysis report
  • Instantly change client’s financial goals to meet affordability
  • Clients can complete FNA requirements on the Client Portal app at any time

Open API Integration

Integrate Sure Quote features directly into your tech environment with open API architecture.


KEY FOCUS AREAS INCLUDE
  • All Modules have a built-in open API framework
  • Use our quoting platform with your existing CRM environment
  • Use our FNA with your existing CRM environment