# Sureify

> Modernizing the life insurance and annuity industry with digital transformation

## At a glance

| Field | Value |
| --- | --- |
| Category | Customer Engagement |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | San Jose, California |
| Founded | 2012 |
| Stage | Growth |
| Employees | 201-500 |
| Funding | Series C |

## Overview

Sureify is an industry-leading SaaS platform for life insurance and annuity companies, transforming how carriers acquire, service, and engage policyholders. Founded in 2012 by Dustin Yoder, the company has built a comprehensive digital transformation platform that enables insurers to meet modern customer expectations without building proprietary software.

The company's Lifetime platform is a modular, highly customizable solution built with mobile-first, API-first, and low-code frameworks. Sureify serves household-name brands and has established itself as a trusted partner for carriers looking to digitize their operations across the policy lifecycle.

Sureify is recognized as one of America's Top Most Loved Workplaces for 2025.

## Products & services

### LifetimeACQUIRE

Digital sales platform enabling omnichannel acquisition for life insurance and annuity products.

**Key features:**

- Digital application workflows
- Omnichannel sales enablement
- Quote\-to\-bind automation

*Target users:* Carriers, Agents

### LifetimeAGENT

Agent enablement platform providing tools for distributors and agents.

**Key features:**

- Agent portal and tools
- Sales workflow automation
- Distributor management

*Target users:* Agents, Distributors

### LifetimeENGAGE

Policyholder engagement platform fostering lifelong relationships between carriers and customers.

**Key features:**

- Customer communications
- Engagement campaigns
- Retention tools

*Target users:* Carriers, Policyholders

### LifetimeSERVICE

Self-service portal and native applications for in-force policy management.

**Key features:**

- Policyholder self\-service portals
- Native mobile applications
- Policy servicing automation

*Target users:* Policyholders, Carriers

### CoreCONNECT

Integration platform connecting Sureify solutions with carrier core systems.

**Key features:**

- API integrations
- Core system connectivity
- Data synchronization

*Target users:* Carriers, IT Teams

## Category & focus

- Subcategories: Digital Sales, Policyholder Portals, Agent Enablement
- Insurance verticals: Life & Annuity
- Target customers: Carriers

## Notable customers

- Allstate
- Amica
- Nationwide
- Principal
- Modern Woodmen of America
- State Farm
- AAA Life
- Brighthouse Financial
- Vantis Life \(Penn Mutual\)

## Links

- Website: <https://www.sureify.com>
- Directory profile: <https://insurtechlist.com/companies/sureify/>
- Team: <https://www.sureify.com/sureify-team/>
- About: <https://www.sureify.com/about-sureify/>
- Linkedin: <https://www.linkedin.com/company/sureify-com>

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*Last updated: 2026\-05\-27*