NZ Insurers & Brokers · SOC 2

From request to report, without the chase.

Four steps. One platform. Surely automates health record retrieval from NZ clinics so your underwriting team gets the records they need: fast, compliant, and without the manual follow-up.

SOC 2 · NZ Privacy Act aligned · Medtech ALEX FHIR
Surely: underwriting team dashboard for health record requests

Fewer delays.
Fewer surprises.

Surely is designed around the way New Zealand insurers actually work, so underwriters spend less time chasing paperwork and more time making decisions.

Weeks to minutes

Cut turnaround time from 2–6 weeks of manual chasing down to hours. Requests progress automatically the moment consent is given.

Free your underwriters

Your best people are trained to assess risk, not coordinate requests. Surely removes the admin layer so they can focus on the work that matters.

Auditable consent, baked in

Every request carries a verifiable, timestamped authorisation trail aligned with the NZ Privacy Act and HIPC 2020, with no separate compliance workflow needed.

Fits the way your team already works.

Drop Surely into your existing underwriting stack. No workflow overhaul, no training rollout: just a faster path from application to decision.

01

Role-based dashboards

Tailored views for underwriters, team leads, and admins. Each person sees exactly the cases and actions relevant to their role.

02

Bulk request handling

Queue dozens of cases at once. Surely manages consent, retrieval, and delivery in parallel without any manual coordination.

03

API & webhook integration

Connect Surely directly to your CRM, policy admin system, or underwriting engine. Requests flow in and reports flow out. No copy-paste.

04

Full audit trail per case

Every consent, request, retrieval, and delivery is logged with tamper-evident timestamps. Compliance reviews become a single click.

The Numbers

What switching to Surely looks like in practice.

< 24h
Average turnaround, versus 2–6 weeks of manual chasing.
95%
Applicant consent completion rate on the first send.
Cases handled per underwriter each week versus the manual baseline.
100%
Auditable consent trail on every case. No gaps, no paper files.

Ready to see Surely
on your cases?

We'll walk you through a live request, show you how your team would use it day-to-day, and answer any integration questions.

Book a demo