Unlock the Power of AI for Life & Annuity

Real World AI Examples Using CoreCONNECT

Retain & Grow Customers

"I’m having lunch with my client in a few. Can you help me prep?"

Automate Policy Changes & Documentation

"My client recently got married. What account changes are needed?"

Real-Time Operations Management & Insights

"How are we doing on 1035 processing times, and how can I improve?"

Issue Policies & Pay Commissions Faster

“Can you help me find NIGOs and send reminder emails out to resolve them?”

Empower AI to Accelerate Sales, Service, and Operational Efficiency

95% of AI projects fail to deliver value, most of them due to a lack of access to the right data and integration into workflows*. Sureify is the only holistic life and annuity platform eliminating these hurdles to increase the impact of AI across your entire business.

Take Action with Agentic AI

Support AI in initiating downstream processes to completion across all your backend systems

Improve ROI

Close the gap between data and workflows to drive tangible value

Increase Speed-to-Market

Reduce implementation time and improve flexibility to rapidly respond to accelerating technological needs

Feed AI the Data it Needs

Improve model outputs with complete, timely, and accurate data from your entire network of systems

Support Life & Annuity’s Compliance Needs

Maintain data integrity, data hierarchy, workflow, and transaction security to meet our industry’s rigorous regulatory standards

*SOURCE: MIT. (2025, July). The GenAI divide: State of AI in business. https://mlq.ai/media/quarterly_decks/v0.1_State_of_AI_in_Business_2025_Report.pdf

Your Recordkeeping Systems Have the Data. Now, Let's Serve it Up for AI.

With every system AI must call, latency climbs, and the odds of getting a complete response drop. Core recordkeeping systems aren't readily accessible or capable of supporting the scope and breadth of data that LLMs need for cross-book analysis.

Ready to bridge the gap?

Let's Discuss

Put AI to Work Across Every Part of Your Business... Not Just the Easy Parts.

Modernization requires a foundation that connects complex backend systems to the experiences policyholders, agents, and AI tools actually use. CoreCONNECT closes data and workflow gaps across legacy systems, giving carriers a unified platform to put AI to work across their entire business.

Learn More

Unified Data Intelligence

Provide users with speed-of-conversation results without exposing them to the behind-the-scenes system complexities. Pull normalized data from every backend system into a single, fast, reliable layer.

End-to-End Transaction Management

Move beyond just reading data to push real work through to completion. Implement complex, end-to-end transactions across product availability, new business, policy delivery, in-force management, withdrawals, and other backend systems.

Comprehensive, Governed Integrations

Stop building one-off connections to each backend system. Provide partners, vendors, and internal teams direct access to data and workflows via a clean API layer. Apply domain-aware controls, such as agent hierarchies, so users only see the data and actions their role permits.