Sureify Partner Seeks “New Age Solutions to an Age-Old Problem”


Customer expectations are pretty clear, and the right technology is more important than ever. Carriers are looking for new tools to deliver real “wow” moments for their customers, and Sureify brings an amazing set of “ready to use” customer engagement tools to the market.

With the insurance industry reacting to the new environment, Sureify, an established leader in technology solutions, is partnering with Jim Kerley, Managing Partner of Clearview Partners.

Kerley formed Clearview Partners to deliver strategic insights and solutions to insurance carriers redefining the future of work. According to Sureify Senior Vice President of Sales, Bryan Padgette, Jim is a perfect strategic partner.

“Jim is a valuable resource for Sureify on many levels,” Padgette explained. “Jim understands the unique challenges executives are confronting today. He recognizes the importance of using technology to create positive customer experiences.”

According to Kerley, “Customer expectations are pretty clear, and the right technology is more important than ever. Carriers are looking for new tools to deliver real “wow” moments for their customers, and Sureify brings an amazing set of “ready to use” customer engagement tools to the market.”

Kerley is a well-known figure in the industry, recently serving as the Chief Membership Officer with LIMRA and LOMA. While he brings more than 50 years of experience in the financial services industry, his focus is the future transformation of the industry. Jim is recognized as a thought leader, advisor, and solutions provider to the industry. His firm, Clearview Partners, is engaged with leading insurance carriers worldwide.

About Sureify

Sureify’s mission is to modernize the life insurance and annuity industry by helping carriers acquire, service, and engage their customers with one enterprise platform: Lifetime. We enable omnichannel sales with LifetimeAcquire, a product that drives placement rates via quoting, e-application, automated underwriting, and new business transmission. With LifetimeService, insurers are offering their in-force customers comprehensive self-service portals and native applications. Lastly, the product that started it all, LifetimeEngage, fosters a lifelong relationship between carriers and their policyholders with multifaceted engagement programs and analytics, leading to greater lifetime value of each policyholder. Learn more at https://sureify.com/

About Clearview Partners

Clearview Partners was founded to serve the business transformation requirements of the global life insurance and financial services industry. By bringing together professional partners and leading specialty firms, Clearview Partners offers wide-ranging resources focused on both strategic and tactical planning for the new business environment. The firm provides our clients with high-impact consulting, coaching, ideas and technology that generate measurable results. Find us at http://clearviewpartnersusa.com.

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