Suredocs

Document automation and workflow management for insurance brokers.

Document Management Startup Bootstrapped

Overview

SureDocs is a document management and workflow automation platform for insurance brokers, operating primarily in Ireland and the United Kingdom. The platform targets a specific operational bottleneck in brokerage back-offices: the manual effort required to receive, route, file, and track documents across insurance carriers, internal systems, and client records.

The platform delivers a cloud-based SaaS solution that integrates with broker management systems (Applied Systems and OpenGI) and major carrier platforms (Allianz, Aviva, Zurich). Core capabilities include automated document routing, centralized task dashboards, immutable audit trails for compliance, granular access controls, and bulk filing operations. Pre-renewal email automation reduces manual follow-up work, and real-time notifications alert staff when documents require action.

Founded in April 2023 by John Cuffe (Managing Director) and Peter Brownlow (CTO), the company is bootstrapped and early-stage. SureDocs was selected for the InsTech.ie Foundry pre-accelerator program in 2025, joining a cohort of 10 Irish insurtech startups. Early customer testimonials indicate the platform saves brokerage staff roughly one day per week in administrative time.

Products & Services

Document Automation Platform

A cloud-based SaaS platform that automates document distribution and workflow management for insurance brokers. The platform ingests documents from carrier portals and routes them to the correct account executive or management system record based on configurable rules.

Key Features

Automated document distribution to broker management systems (Applied Systems, OpenGI)
Centralized dashboard with real-time visibility into outstanding tasks and document custody
Immutable audit trail logging all document actions for regulatory compliance
Granular access controls and secure credential management for carrier portal integrations
Bulk filing and batch processing for high-volume renewal periods
Pre-renewal email automation with smart routing to account executives
Real-time notifications for incoming documents requiring attention

Target Users: Insurance broker operations staff, account executives, and compliance teams at brokerages in Ireland and the UK.

At a Glance

Founded: 2023
Headquarters: Cork, Ireland
Employees: 1-10
Funding: Bootstrapped

Category & Focus

Category: Document Management
Subcategories: Document automation workflow management compliance audit trail
Insurance Verticals: P&C Personal P&C Commercial
Target Customers: Brokers, Agents/Agencies