[ Compliance & licensing · Quote only ]
Vertafore SurePath
Carrier appointments, licensing, and appetite visibility
SurePath helps agencies and MGAs manage carrier appointments and licensing requirements, and helps carriers see where their appetite is actually being written.
Best for
Agencies and MGAs with many carrier appointments to track and renew.
Not for
Agencies with a handful of carriers and a spreadsheet that still works.
Strengths
- +Appointment and licensing tracking
- +Reduces blocked binds from lapsed paperwork
- +Shared view for carriers and producers
Watch out for
- —Only as current as the data feeding it
- —Does not cover E&O documentation depth
Pricing model
Quote only
Fits agency size
Small — 6 to 15 · Mid-size — 16 to 50 · Regional — 50+
Built for
Agencies · Brokers · Carriers
[ Becoming Bionic · Stage 2: Digitally Assisted → Automation-Ready ]
Connect systems so data flows without retyping. Best fit for agencies moving from Digitally Assisted to Automation-Ready.
[ service tasks it handles ]
[ what it connects to ]
[ how this sits beside the lab ]
We recommend buying first where the market already solves a problem well. Where a lab module covers the same ground, we say so — and where a module exists to make a product like this work inside a wider stack, that is listed too.
Overlaps these lab modules
- 12Compliance Sentinel— buy this product when you want volume, support, and a vendor accountable for it; build the module when the data cannot leave your agency or you need to own the logic.
[ independence ]
No paid placement. Vendors are listed and described by BionicAgent, and listings are free — nobody can buy a better position here.
Visit Vertafore SurePath ↗Ask the Matchmaker