Team-wide clarity
Central dashboards show outstanding tasks, document custody, and accountability in one place.
Eliminate 73 days of work every year.
SureDocs automates document distribution so your brokers can focus on clients while you keep full oversight.
Visit us now on a larger screen for login and all features,
read below about what we do for insurance brokers,
or contact us to enjoy a free 30-day trial.
read below about what we do for insurance brokers,
or contact us to enjoy a free 30-day trial.
For insurance brokers
Fuss-free documentation automation.
SureDocs removes 73 days of manual work every year for the average brokerage. That is €10k of reclaimed time for a €35k salary band.
- Automated document flow across insurers, account executives, Applied, and OpenGI.
- Peace of mind with notifications, visibility, and a complete audit trail.
Secure by design
Granular access controls and immutable logs keep compliance teams confident and audit ready.
Why brokers choose SureDocs
Focus on clients, not filing
SureDocs removes the repetitive admin that slows teams down and keeps every document audit-ready by design.
Win back the day
- Documents land in the right client file automatically.
- Smart routing alerts the right account executive instantly.
- Zero time wasted hopping between portals and shared drives.
Stay compliance-ready
- Every action is logged for effortless audit trails.
- Error-proof rules prevent misfiling and duplication.
- Clear ownership means nothing slips through the cracks.
Delight clients & teams
- Faster responses build trust and professionalism.
- Teams collaborate smoothly with shared visibility.
- Less admin pressure, more time for client conversations.
Our values
SureDocs Ethos
How we keep document automation dependable for every broker.
Straightforward Value
- Every feature adds value.
- Pricing is predictable.
- Subscription bills scale with usage.
User Experience
- Services are reliable.
- Features are intuitive and “just work”.
- Self-service is fast for every user.
Agility
- Feedback is fuel.
- We evolve iteratively.
- Customers can leave any time — we earn loyalty.
Flexible plans
Predictable pricing for every brokerage size
Choose a subscription that scales with your team. Annual plans deliver ~20% savings and include onboarding and priority support.
Micro
1–10 employees
€149/month
€1,499
billed annually (~20% off)
- Unlimited document automation
- Audit trail & notifications
- Email support
Popular
Small
11–25 employees
€249/month
€2,499
billed annually (~20% off)
- Everything in Micro
- Priority onboarding
- Dedicated success check-ins
Medium
26–50 employees
€449/month
€4,499
billed annually (~20% off)
- Everything in Small
- Advanced analytics bundle
- Quarterly optimisation reviews
Enterprise
51+ employees
Contact
Contact
Tailored commercial terms
- Bespoke integrations & SLAs
- Multi-region deployment options
- 24/7 premium support
Talk to us
Contact SureDocs
Share your details and we’ll schedule a personalised walkthrough within one business day.
Leadership
Meet the founders shaping SureDocs
Insurance expertise and engineering discipline working together so brokers can move faster with confidence.
John Cuffe MDI PhD
Founder & Managing Director
- Managing Director, Cuffe & Co. (Insurance) Ltd.
- 20 years of leadership in the Irish insurance market.
- Broker Ireland Insurance Broker Committee member.
- Source Brokers systems committee representative.
Peter Brownlow
Founder & Chief Technical Officer
- 20 years scaling commercial distributed systems.
- 30 years of coding.
- Former Atlassian engineering leader for the Ecosystem platform used by tens of millions.
- Ex Head of Engineering for platform teams at Teamwork.com.
Integrations
Works seamlessly with the insurers and platforms you rely on
More provider integrations are on the way.
Input Insurer Login Credentials
Generate Personal Access Token
Use access tokens with the OpenGI client.
Running this program in your office automatically directs incoming post into your OpenGI storage and notifies account executives.
Contact SureDocs if you would like to try it.
Generate
My Post
Your to-do list of unallocated post. The most recent are on top.
| Date | Insurer | Type | Client | Insurer Policy No. | OpenGI Ref. | Applied Policy No. | Account Executives | Actions |
|---|
🗑️ Filed Post
The SureDocs copy of filed post will be automatically deleted. The most recent are on top.
| Date | Insurer | Type | Client | Insurer Policy No. | OpenGI Ref. | Applied Policy No. | Account Executives | Description | Actions |
|---|
Your number of stored policy numbers of all types: 🛈 Allianz policy & EDI/B2B/ComQuote are both stored.
Your number of stored OpenGI refs: 🛈 Allianz policy & EDI/B2B/ComQuote number share an OpenGI reference.
Your number of stored Applied policy numbers: 🛈 Allianz policy & EDI/B2B/ComQuote number share an Applied policy number.
🙋 Set the account executive for a single policy
📧🗑️ Auto forward and dismiss post
🗑️ Auto dismiss post
Dismiss every document arriving in the post having a policy beginning with any of these prefixes:📜 Audit Log
The most recent entries are on top.
| Day | Time | Event | By user | Entity Type | Entity Id | Details |
|---|
€ Billing
Documents downloaded this month so far:
| Year | Month | Documents |
|---|
Users:
| Email address | Personal name | Actions |
|---|
Disabled users:
| Email address | Personal name | Actions |
|---|
