Overview
Surense is a CRM platform for insurance brokers and financial advisors in Israel, serving both life and annuity (pension, savings) and property and casualty professionals. The company focuses exclusively on the insurance and financial advisory market, positioning itself as a pure technology provider that does not compete with clients through its own product sales or agency services.
The platform is delivered as cloud-based SaaS and includes client management, lead capture, workflow automation, document generation, and mobile field tools. A partnership with Phoenix Invest allows agents to issue full investment policies directly from the CRM within minutes, with automated power-of-attorney signature and clearinghouse data capture. A mobile application (SurenseGo) synchronizes in real time with the core system for iOS and Android devices.
Surense serves customers ranging from independent agents and pension specialists to large broker firms and holding companies that manage hundreds of sub-agencies and hundreds of thousands of clients. The company was actively hiring in 2026 across development (React, Java, Flutter) and customer-facing roles, indicating ongoing growth.
Products & Services
SurenseFire
Core CRM system for comprehensive business management, covering client records, lead handling, policy administration, task management, and document organization. Includes automated workflow processing and integrations with external platforms.
Key Features
- Client and lead management
- Policy administration and document organization
- Automated workflow and task management
Target Users: Insurance brokers, agents, and financial advisors
SurenseGo
Mobile application for field-based agents, providing real-time two-way synchronization with the SurenseFire CRM. Available for iOS and Android.
Key Features
- Real-time field data synchronization
- Full CRM access from mobile devices
- Productivity tools for on-the-go agents
Target Users: Field-based insurance agents and brokers
Digital Policy Issuance
Integration with Phoenix Invest enabling agents to generate investment policies directly from Surense within minutes. Includes automated power-of-attorney signing and clearinghouse data capture.
Key Features
- End-to-end digital policy generation
- Automated power-of-attorney signature capture
- Clearinghouse data integration
Target Users: Pension and investment product specialists
Data & Analytics
Data-driven tools for opportunity identification and cross-sell planning, including gap analysis and lead scoring for existing client portfolios.
Key Features
- Gap analysis for cross-sell opportunities
- Predictive lead scoring
- Portfolio analytics
Target Users: Insurance brokers seeking growth from existing client base
At a Glance
- Headquarters
- Modiin, Israel
- Employees
- 51-200
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agency Management CRM Workflow Automation
- Insurance Verticals
- Life & Annuity P&C Commercial P&C Personal
- Target Customers
- Agents/Agencies, Brokers
Customers
- Independent insurance agents
- Mid-sized insurance agencies
- Large insurance broker firms and holding companies
- Pension and life insurance specialists
- General insurance (P&C) brokers
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Last updated: 2026-07-02