Life solutions

SuranceBay

A portfolio of product solutions for carriers and agencies that automate workflows, streamline compliance, and improve operational efficiency across the entire distribution network.

Challenges in distribution management

Distribution management is often challenged by manual onboarding processes, fragmented data, and carrier-specific requirements that slow operations and increase the risk of errors. At the same time, teams struggle to keep pace with ongoing licensing, training, and compliance obligations, leading to delays and added operational risk. Without centralized workflows to streamline these activities, agencies and carriers are left managing unnecessary complexity, resulting in reduced efficiency and a less effective distribution process.

Smarter, faster producer and distribution management

Empower agencies and carriers to streamline onboarding, contracting, licensing, and compliance. Centralized workflows, automation, and real-time insights reduce errors, speed approvals, and support regulatory compliance in a secure, scalable environment.

Streamlined onboarding

Automate producer and agency onboarding with unified solutions that reduce manual tasks, minimize errors, and accelerate approvals, helping your teams get to business faster.

Centralized compliance

Consolidate licensing, training, appointments, and regulatory requirements while giving teams real-time visibility and control to maintain compliance across multiple carriers and agencies.

Flexible integrations

Enable seamless connectivity between carriers, agencies, producers, and industry networks to automate workflows, share data, and streamline contracting processes.

I am so happy there is a solution now to spare agents countless pages of contracting documents. This is a must have for any general agency, as I cannot imagine agents ever going back to paper contracting.

Brian Greenberg

True Blue Life Insurance

I have never worked with a vendor that is as responsive and user friendly as the SureLC & trade. Their software is one of the most user-friendly that I’ve ever seen, and their staff is always very patient and helpful when you need assistance.

April Darnell

The Brokers Source

SuranceBay meets and exceeds expectations. When you have agents contracted in 50 states, there is no other way to go than to choose SureLC for contracting and licensing.

Jason Kenyon

TermLife2G

Diversified Insurance Brokers has been offering insurance solutions for nearly 50 years. We have never been more streamlined in our processes thanks for Verisk and the technology offerings they have. What used to take many hours is now down to just a few short minutes. This has allowed us to focus on our core business strategies. It has transformed our agency.

Jason Stolz

Diversified Insurance Brokers

Real results, backed by data

SuranceBay supports a vast network of agencies, carriers, and producers, helping streamline operations and simplify complex workflows. With over 80,000 contracts processed monthly, more than 1,100 agencies saving time, 85+ carriers supported, and over 1 million producers served. The platform drives efficiency, accuracy, and compliance across the insurance distribution ecosystem.

Features and capabilities

Agency solutions Carrier solutions

SureLC

SureLC simplifies multi-carrier contracting by completing producer profiles once and applying them across carrier forms. Built-in rules support license monitoring, renewals, E&O coverage, FINRA status integration, CE and product training tracking, and a free AML course, and more.

CanSell

CanSell is an innovative solution that proactively ensures producer compliance across digital new business platforms. It validates regulatory requirements prior to submission and integrates with SureLC to notify producers of required steps, enabling faster, smoother, and more reliable applications.

CanSell

SureLC One

SureLC One is a single-carrier contracting solution that enables carriers to sponsor agency access while ensuring all contracting requests are submitted In Good Order with carrier-specific business rules, validations, and compliance requirements applied.

Compliance+

Compliance+ enables carriers to create, renew, and terminate state appointments while monitoring licenses and CE or training. It can integrate with internal systems to automate contract actions and trigger policy service alerts for producer retirement or license expiration.

Datalink

DataLink automates the delivery of contracting and compliance data directly into carrier systems, eliminating manual data entry. Direct data feeds improve accuracy, reduce processing time, and support faster downstream operations, reporting, and decision-making.

Onboard

Onboard streamlines producer compliance with rules-based spotlights, background checks, imaging, and automated approvals. Configurable Just-In-Time rules automate routine approvals, letting teams focus on contracts that truly need review.

Related resources

Stay in the know about important industry trends and innovative solutions.

Flyer

Streamline Distribution Management

Centralize producer and agency management with automated workflows, real-time compliance, and seamless integrations.

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Flyer

Simplify Product-Specific Training

Streamline training with one trusted platform for licensing, contracting, and product-specific requirements.

Download the flyer

Article

SuranceBay Recognized as Dominant Provider in Distribution and Compensation Management

This article discusses how a recent Verisk acquisition was acknowledged for their strengths in the life insurance and annuity industry for distribution and compensation management.

Read the article

Report

Leading ISG’s Evaluation of Life Insurance Solutions

For the fourth consecutive year, Verisk’s FAST platform has been recognized as a Leader in the ISG Provider Lens™ report. Discover how FAST outperforms other platforms with seamless integration, scalable architecture, and advanced AI capabilities for enhanced efficiency.

Download the report

Case study

Agility in Action

Fusing innovation with efficiency—propelling IMOs and agents to new horizons! Ibexis launches the new FIA Plus™ in under three months, utilizing Verisk's FAST platform.

Download the case study

Press release

Verisk’s FAST Technology Enhances TruStage Annuity Offerings

TruStage Annuities has capitalized on Verisk and its FAST platform to bolster the efficiency of its annuity offerings.

Report

Explore Policy System Trends and Datos Insights’ Dominant Player

Datos Insights' latest report explores policy administration systems trends for life, annuity, and benefits insurers, and why Verisk’s FAST remains a leader in the space.

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Contact us to learn more

We are available Monday through Friday, 7 a.m. — 8 p.m. US Eastern Time:

Main toll-free:

1-800-888-4476

Global toll-free:

International Access code, then 800 48977489
When calling from the UK, please dial 00 800 4897 7489

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