Yoni Garty, CEO of Surance.io
Surance.io and The Phoenix have launched a new end-to-end digital process for issuing Phoenix Invest policies—directly from Surance’s CRM for insurance agents. In what the companies describe as a first-of-its-kind collaboration in Israel, agents can now generate a full investment policy within minutes, instead of days, straight from the customer record in Surance.
Previously, issuing a policy required filling and sending forms through the agent’s sales systems, including manual data entry and multiple approvals. With the new Surance integration, the flow opens inside the Surance client file, pre-populates most required fields, and applies built-in validations to reduce rejection rates. At the end of the short agent flow, the customer receives a link for digital signature, and the policy is produced almost immediately—no paper forms, no scanning, no switching systems.
Yoni Garty, CEO of Surance.io: “Issuing Invest policies through our jointly built flow lets license holders concentrate on professional value rather than technical tasks like form-filling and error checks. It dramatically shortens Phoenix’s sales process, eliminates the legacy forms system for savings policies, and enables simple tracking via automatic feedback directly into Surance.”
Israel Buhadana, EVP Life Insurance at The Phoenix: “The need to simplify came from the agents themselves. The new process saves time, streamlines daily operations, and lets agents focus on what matters most—the customer. Connecting technology to existing processes creates value for all sides. We’re pleased to partner with Surance.io to deliver this quickly and at high quality.”
The Phoenix added that the move aligns with its broader innovation strategy: a real-time investment app, digital deposits via open banking (including funds transfers and mobile check deposits), and a new agent portal unifying underwriting, process tracking, and operations.
The new service will be available to all Surance users starting November 23, 2025.
