Surely is a patient-led service that simplifies and speeds up the retrieval of health records from general practice. It enables your team to receive information in response to patient-authorised requests, quickly, fully compliantly, and without the need for manual follow-up or administrative work.
Surely is designed around the way New Zealand insurers actually receive and process applicant health information, so underwriters spend less time waiting on records and more time making decisions.
Cut turnaround from 2–6 weeks of manual chasing to under 24 hours. Once the applicant has consented to release their records, the request progresses automatically.
Your best people are trained to assess risk, not coordinate paperwork. Surely removes the admin layer so they can focus on the work that matters.
Every record carries a verifiable, timestamped authorisation trail aligned with the NZ Privacy Act 2020 and the Health Information Privacy Code 2020, with no separate compliance workflow needed.
The applicant decides whether to share their records with you. Once a request has been fulfilled, all data is automatically and permanently deleted from Surely within a defined number of days.
Drop Surely into your existing underwriting stack. No workflow overhaul, no training rollout: just a faster path from application to decision once the applicant has chosen to provide their records.
Tailored views for underwriters, team leads, and admins. Each person sees exactly the cases and actions relevant to their role.
Manage many cases at once. Surely tracks consent, retrieval, and delivery in parallel without manual coordination.
Connect Surely directly to your CRM, policy admin system, or underwriting engine. Cases flow in and applicant-supplied records flow out. No copy-paste.
Every consent, request, retrieval, and delivery is logged with tamper-evident timestamps. Compliance reviews become a single click.
We'll walk you through a live patient-initiated request, show you how your team would use it day-to-day, and answer any integration questions.