List of Insurity Sure Policy Customers
Hartford, 6106, CT,
United States
Since 2010, our global team of researchers has been studying Insurity Sure Policy customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Insurity Sure Policy for Insurance Policy Administration from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Insurity Sure Policy for Insurance Policy Administration include: Pennsylvania Lumbermens Mutual Insurance Company, a United States based Insurance organisation with 200 employees and revenues of $296.0 million, GeoVera, a United States based Insurance organisation with 200 employees and revenues of $85.0 million, Recoop Disaster Insurance, a United States based Insurance organisation with 10 employees and revenues of $3.0 million, Georgia Stern Insurance Agency United States, a United States based Insurance organisation with 15 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Insurity Sure Policy, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Georgia Stern Insurance Agency United States | Insurance | 15 | $2M | United States | Insurity | Insurity Sure Policy | Insurance Policy Administration | 2023 | Sikich |
In 2023 Georgia Stern Insurance Agency implemented Insurity Sure Policy within an Insurance Policy Administration deployment, going live on Insurity Sure MGA and Sure Billing-as-a-Service to centralize core policy and billing operations. The deployment targeted policy administration and underwriting workflows alongside managed billing capabilities, positioning Insurity Sure Policy as the platform for end to end policy lifecycle management.
The implementation configured core functional modules for policy issuance and administration, underwriting workflow support, and billing through Sure Billing-as-a-Service. Insurity Sure Policy was set up to handle policy data model configuration, endorsement and renewal processing, and automated billing orchestration consistent with Insurance Policy Administration functionality.
Sikich served as the system integrator for the deployment and led the technical rollout across Georgia Stern Insurance Agency operations in the United States. The Sikich engagement covered system configuration, go live coordination, and operational cutover activities to unify policy, underwriting, and billing processes on a single platform.
Governance and process changes focused on aligning underwriting and billing procedures to the new platform, with the solution documented as providing improved billing efficiency and an end to end policy management capability. Operational ownership moved toward centralized administration and platform based workflow control under the Insurity Sure Policy implementation.
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GeoVera | Insurance | 200 | $85M | United States | Insurity | Insurity Sure Policy | Insurance Policy Administration | 2019 | n/a |
In 2019 GeoVera implemented Insurity Sure Policy as its Insurance Policy Administration platform. The implementation was executed within the GeoVera project, focusing on commercial and residential personal lines and coordinating with parallel Sure Claims workstreams and prior Sure Policy efforts for Security First Insurance.
The deployment emphasized core policy administration capabilities in Insurity Sure Policy, including policy issuance for homeowner and commercial lines, billing acceptance workflows, payment status lifecycle handling, policy closure and cancellation states, and policy rewrite and reinstatement processes. Configuration work included creation and validation of work orders and claims that tie into policy payment status, and preparation of user stories and wireframes to drive functional configuration.
Integrations were implemented using both portal and API conduits, with policy creation and status validation performed through UI and API calls. Test management and DevOps integrations were implemented through Q Test, which was integrated with Jira for acceptance criteria and defect tracking, and with Selenium and Jenkins to provide an automated testing pipeline aligned to the Insurity Sure Policy implementation.
Program governance followed standard agile QA and BA discipline, with business requirements gathered from the client, user stories approved in cross-functional sessions, and ongoing scrum calls between onsite and offshore teams. QA delivered reusable test cases in Q Test, authored automation-ready test artifacts, and aligned test execution to billing acceptance criteria while advancing automation skills toward a BDD framework for Insurity Sure Policy.
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Pennsylvania Lumbermens Mutual Insurance Company | Insurance | 200 | $296M | United States | Insurity | Insurity Sure Policy | Insurance Policy Administration | 2024 | n/a |
In 2024 Pennsylvania Lumbermens Mutual Insurance Company deployed Insurity Sure Policy to support Insurance Policy Administration for its commercial specialty lines. The implementation is scoped to underwriting and operations, supporting approximately 90 production users and overseen by a Business Analyst III who also drives enterprise AI strategy across Microsoft Copilot, Copilot Studio, Claude, and ChatGPT for underwriting use cases.
The deployment encompassed Insurity Sure Policy modules labeled Sure Commercial Policy and a companion Sure Underwriting Workbench, with configuration of Sure CP rating forms, loss costs, and factors for commercial specialty products. Configuration work focused on policy rating and underwriting rule articulation, and the team co-led delivery of the new Underwriting Workbench to automate underwriting task workflows.
Operationally the Insurity Sure Policy environment operates alongside Sure Underwriting Workbench and LC360 as three production systems supporting underwriting and operations teams, with reporting surfaced through Power BI and Microsoft Fabric dashboards for executive stakeholders. The implementation emphasizes underwriting workflow orchestration, rating engine configuration, and policy administration functions within the Insurance Policy Administration category.
Governance responsibilities were centralized with a primary point of contact model, providing system ownership, configuration governance, and user adoption support across underwriting and operations. The co-led Underwriting Workbench implementation explicitly reduced underwriting task processing time by 30 percent and formalized configuration and workflow controls for ongoing policy administration and underwriting operations.
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Recoop Disaster Insurance | Insurance | 10 | $3M | United States | Insurity | Insurity Sure Policy | Insurance Policy Administration | 2022 | n/a |
In 2022, Recoop Disaster Insurance implemented Insurity Sure Policy as a cloud-based customer platform backed by Insurity’s Sure Personal Suite to automate routine tasks and provide self-service capabilities for policyholders across 39 states in the United States. This Insurance Policy Administration deployment targeted customer-facing policy servicing and policy administration workflows delivered as a cloud-hosted application.
The implementation configured core policy administration capabilities and customer self-service modules to automate routine transactions and reduce paper workflows. Configurations emphasized portal-based self-service and automated processing of routine policy servicing tasks, using standard Insurance Policy Administration functional constructs such as policy issuance, endorsements, and servicing workflows to streamline operations.
The rollout went live in under four months and covered operations across 39 states in the United States, with operational scope focused on policyholders and customer service functions. Governance centered on a centralized cloud deployment model and process change to shift routine administrative work into automated workflows and the customer portal.
The deployment substantially reduced manual processing and paper-based workflows as reported. Insurity Sure Policy now underpins Recoop Disaster Insurance's customer-facing policy servicing within its Insurance Policy Administration environment.
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