# Surelia

> CRM and bond management platform for Mexico's surety sector

## At a glance

| Field | Value |
| --- | --- |
| Category | Core Administration |
| Type | Solutions Provider |
| Region | LATAM |
| Headquarters | Mexico City, Mexico |
| Founded | 2025 |
| Stage | Startup |
| Employees | 1-10 |
| Funding | Bootstrapped |

## Overview

Surelia is a SaaS platform for the Mexican surety bond (fianzas) industry, serving agents, promoters, brokers, and bonding companies. The platform consolidates client management, contract tracking, bond portfolios, and commission reporting into a single operational hub, replacing the manual spreadsheet and messaging-based workflows common in the sector.

The platform provides AI-powered document recognition that automatically extracts structured data from physical and digital surety bond documents. Additional capabilities include proactive renewal and expiration alerts, financial ratio calculations, and predictive models for assessing surety line issuance. The product dashboard, called Pulso, gives users real-time visibility across their bond operations.

Founded in 2025, Surelia positions itself as the first SuretyTech company in Mexico. The company is bootstrapped and targets the full ecosystem of Mexican surety sector participants -- from independent agents to bonding carriers -- seeking digital transformation away from manual processes.

## Products & services

### Pulso Dashboard

Pulso is the central management dashboard for surety bond operations. It provides real-time monitoring of clients, contracts, bonds, and commissions, with built-in reporting and role-based access controls.

**Key features:**

- Real\-time portfolio visibility across clients, contracts, and bonds
- Commission tracking and production reporting
- Expiration and renewal alerts
- Role\-based team access management
- Compliance monitoring and audit trails

*Target users:* Surety bond agents, brokers, and bonding companies

### AI Document Processing

The platform includes an AI-powered document analysis module that reads, extracts, and validates data from surety bond documents. The system accelerates the onboarding and evaluation process by eliminating manual data entry.

**Key features:**

- Automated data extraction from physical and digital bond documents
- Document validation and structured data output
- Reduced manual entry and processing time

*Target users:* Agents and companies processing surety bond documents

### Predictive Surety Models

Surelia provides predictive modeling tools to support bond issuance decisions and credit line recommendations based on historical data patterns and financial ratios.

**Key features:**

- Predictive scoring for surety line issuance
- Financial ratio calculation
- Risk pattern analysis from historical data

*Target users:* Underwriters and agents assessing bond applicants

## Category & focus

- Subcategories: CRM, Document Management, Renewal Management, Predictive Underwriting
- Insurance verticals: Specialty/E&S
- Target customers: Agents/Agencies, Carriers, Brokers

## Links

- Website: <https://www.surelia.mx>
- Directory profile: <https://insurtechlist.com/companies/surelia/>
- Blog: <https://www.surelia.mx/blog>
- Linkedin: <https://www.linkedin.com/company/surelia-app>

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*Last updated: 2026\-06\-30*