Sureify
Sureify is a San Jose-based SaaS provider that builds the Lifetime Suite and CoreCONNECT data platform exclusively for US life insurance and annuity carriers, enabling digital sales, agent enablement, policyholder self-service, and engagement on top of legacy core systems.
- Company typePrivate
- Founded2012
- HeadquartersSan Jose, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What Sureify does
Sureify (legal entity Sureify Labs, Inc.) is a privately held SaaS company founded in 2012 and headquartered in San Jose, California, that builds digital experience and data infrastructure exclusively for the US life insurance and annuity industry. The company's product portfolio consists of the Lifetime Suite — LifetimeACQUIRE (configurable omnichannel eApplication), LifetimeAGENT (agent portal), LifetimeSERVICE (policyholder self-service), and LifetimeENGAGE (customer engagement) — all built on CoreCONNECT, a proprietary digital experience engine that ingests data from carriers' legacy policy administration systems via the Arecibo Ingest API, buffers events through Apache Kafka, applies domain-specific stream transforms into canonical life and annuity data models, and serves pre-computed coherent data through OpenAPI-compliant Edge APIs to power front-end workflows.
The platform is sold exclusively through enterprise field sales to US life and annuity carriers on a modular SaaS subscription basis, with professional services layered in for implementation and ongoing support. Products are designed to deploy without rip-and-replace of legacy core systems, allowing carriers to purchase modules incrementally. Named customers include State Farm, Allstate, Farmers Insurance, Brighthouse Financial, LIC, Amica, Navy Mutual, Kuvare, and GBU Financial Life. The company raised approximately $26.8M in disclosed funding through a $15M Series C in September 2021 led by Aspen Capital Group, completed a SOC 2 Type II audit, joined the IRI Digital First for Annuities committee, and launched a dedicated AI Enablement initiative leveraging CoreCONNECT's normalized data layer for agentic AI, NIGO resolution, and advisor intelligence use cases.
Sureify firmographics
Firmographics- Name
- Sureify
- Legal name
- Sureify Labs, Inc.
- Website
- https://sureify.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Sureify is a San Jose-based SaaS provider that builds the Lifetime Suite and CoreCONNECT data platform exclusively for US life insurance and annuity carriers, enabling digital sales, agent enablement, policyholder self-service, and engagement on top of legacy core systems.
- Ownership category
- akta.pro rank
Sureify industry classification
Industry- Product category
- Life Insurance and Annuity Software
- NAICS
- Software Publishers (513210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS) (FSAGAGAB)
- akta.pro secondary industry
- Enterprise Application Modernization (Monolith-to-Modules, Domain Modernization) (BPAEAFAG)
Keywords
Where Sureify is headquartered
LocationHeadquarters
- HQ city
- San Jose
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Sureify business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- SaaS Platform Licensing: Sureify's Lifetime suite of products operates as a SaaS-based platform. The modular product suite can be purchased separately and implemented gradually, suggesting tiered or modular SaaS licensing. The company treats clients as partners and configures products to each client's specific needs, indicating enterprise-level subscription arrangements.
- Professional Services: Implementation, configuration, and ongoing technical support services are provided as part of the partnership approach. The company works with clients from contract through implementation to get them up and running quickly and efficiently, providing ongoing advice and technical support.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels8 records
Sureify product offering
Product offeringCore offering
Sureify builds and sells a cloud-native SaaS platform purpose-built for the life insurance and annuity industry. Its Lifetime suite comprises configurable modules — LifetimeACQUIRE (eApp sales platform), LifetimeAGENT (agent portal), LifetimeSERVICE (policyholder self-service), and LifetimeENGAGE (customer engagement) — all powered by the CoreCONNECT digital experience engine that integrates with carriers' legacy policy administration systems to deliver modern digital experiences without rip-and-replace.
Product overview
Sureify offers the Lifetime Suite, a modular enterprise product suite delivering optimized digital experiences across the life insurance and annuity industry. The suite consists of four integrated digital experience products: LifetimeACQUIRE (configurable sales/eApp platform), LifetimeSERVICE (policyholder self-service portal), LifetimeAGENT (agent portal), and LifetimeENGAGE (customer engagement platform), all powered by the CoreCONNECT data and workflow engine. This platform-plus-modules architecture enables carriers to purchase and implement products separately or as a complete end-to-end solution, addressing needs from acquisition through post-issue servicing and ongoing engagement.
Differentiator
Problem solved
Functional benefit
Brands
- LifetimeACQUIRE: A configurable eApp for any customer, with any product, on any channel. Provides a configurable sales experience that puts power into the hands of buyers and agents.
- LifetimeSERVICE
- LifetimeAGENT
- LifetimeENGAGE
- CoreCONNECT
Products and services
- LifetimeACQUIRE
Quantifiable outcome
- Reduce lapse payments up to 300%
- +6 more outcomes
Companies that use Sureify
Customer profileNamed customers9 records
Segments5 records
Ideal customer profiles2 records
Sureify technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability9 records
Feature12 records
Sureify partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered major and minor.
- GBU Financial LifemajorStrategic multi-year partnership announced in May 2026 to accelerate digital transformation and member growth. Sureify will provide its comprehensive Lifetime suite and CoreCONNECT platform to power GBU Financial Life's digital initiatives.
- Insured Retirement Institute (IRI)majorSureify joined IRI in December 2025 to help drive digital modernization in the annuity industry. Sureify actively participates in IRI's Digital First for Annuities committee and contributes to standards development.
- TalcottminorTalcott's journey toward digital-first, self-service documented as a case study. Sureify provided transformative digital experience for this greenfield annuity carrier.
- KuvaremajorKuvare expanded its digital transformation with Sureify in August 2025 to enhance experiences for financial professionals and policyholders across its insurance portfolio.
- State FarmmajorPartnership announced in November 2023 for Sureify to supplement State Farm's life insurance offerings with digital experiences through the Lifetime platform.
- Navy MutualmajorNavy Mutual selected Sureify in August 2023 to transform its electronic application experience using LifetimeACQUIRE for modernized quote-to-delivery processes.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Sureify competitors and assessment
Company assessmentDirect peers
- Duck Creek Technologies: Duck Creek offers a cloud-native SaaS suite for P&C and life insurers including policy, billing, and claims; competes with Sureify in modernizing carrier digital experiences and core systems.
- EIS Group: EIS provides a core insurance SaaS platform (EIS OneSuite) for life, annuity, P&C, and health carriers with policy administration, billing, and claims. Direct competitor in the life and annuity core/digital experience platform space.
- Majesco: Majesco provides cloud-native insurance software (P&C, Life, Annuity & Group, Health) including policy administration, underwriting, and digital engagement platforms targeting the same carrier buyer set.
- Insurity: Insurity delivers SaaS core systems and analytics for P&C and life insurers; competes for the same enterprise modernization budgets, particularly with carriers seeking unified policy admin and digital platforms.
- Equisoft: Equisoft provides digital advice, illustration, and policy administration solutions specifically for life insurance and wealth management; directly comparable in the life and annuity digital experience and front-end space.
Broad incumbents
- Oracle Insurance (Oracle Financial Services): Oracle's Insurance suite offers broad core processing, analytics, and digital engagement for life and annuity carriers as part of a much larger enterprise software portfolio; competes at the platform level on enterprise deals.
- Salesforce Financial Services Cloud: Salesforce's Financial Services Cloud provides CRM, agent, and policyholder engagement capabilities for insurers; competes horizontally for the customer engagement and agent portal layer of Sureify's LifetimeAGENT and LifetimeENGAGE products.
- Sapiens International: Sapiens offers core insurance software solutions across life, annuity, P&C, and reinsurance; broader portfolio but overlapping customer base with Sureify among life and annuity carriers.
Emerging players
- Shift Technology: Shift Technology provides AI-native decision automation for insurance (fraud, claims, underwriting); partial overlap with Sureify's AI capabilities on the underwriting and operational workflow side of life carriers.
- Wisedocs: Wisedocs is an AI document processing platform built for insurance claims and underwriting workflows; partial overlap with Sureify's AI/automation capabilities targeting life and annuity carriers.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Sureify social profiles
Digital presenceSureify compliance and trust
Trust signalCompliance1 record
Sureify financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sureify leadership team
Management profileNumber of profiles
Profiles13 records
Sureify funding detail
Funding detailFunding overview
Funding rounds5 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sureify M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sureify
What does Sureify do?
Sureify builds and sells a cloud-native SaaS platform purpose-built for the life insurance and annuity industry. Its Lifetime suite comprises configurable modules — LifetimeACQUIRE (eApp sales platform), LifetimeAGENT (agent portal), LifetimeSERVICE (policyholder self-service), and LifetimeENGAGE (customer engagement) — all powered by the CoreCONNECT digital experience engine that integrates with carriers' legacy policy administration systems to deliver modern digital experiences without rip-and-replace.
Is Sureify a public or private company?
Sureify is a private company. It is classified as venture growth investor backed and is currently operating.
When was Sureify founded?
Sureify was founded in 2012. It employs 251 to 500 people.
Where is Sureify based?
Sureify is headquartered in San Jose, United States, in the North America region.
How does Sureify make money?
Two revenue lines are on record. SaaS Platform Licensing is the primary driver. The others are professional Services.
Who are Sureify's main competitors?
Direct peers on record are Duck Creek Technologies, EIS Group, Majesco, Insurity and Equisoft. Broad incumbents are Oracle Insurance (Oracle Financial Services), Salesforce Financial Services Cloud and Sapiens International. Emerging players are Shift Technology and Wisedocs.
Does Sureify have an API?
Yes. Sureify's CoreCONNECT platform provides a complete API infrastructure for the life and annuity insurance industry. The Arecibo Ingest API is a secure, flexible facility for loading data of all types into the Sureify cloud instance, supporting JSON, XML, ACORD, fixed-width formats, and binary large objects. Edge Read and Write APIs are OpenAPI-compliant, fully-documented interfaces that deliver ultra-low-latency reads and enable interactive transactions. The APIs support modern JSON over HTTP with robust authentication and access model. CoreCONNECT can handle demanding workloads at scale, processing millions of records and terabytes of binaries with horizontal scaling for high throughput. Developer documentation is at www.sureify.com/coreconnect-design-with-deployment.
What industry is Sureify in?
Sureify's product category is Life Insurance and Annuity Software. Its primary akta.pro industry code is FSAGAGAB, Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS), with a secondary code of BPAEAFAG, Enterprise Application Modernization (Monolith-to-Modules, Domain Modernization). Its NAICS code is 513210 and its SIC code is 7372.