SI Partner Program Guide

Here at Insurity, we believe that our partners’ success is our success, and we are committed to supporting our partners to achieve this. Our customers have a deep desire to work with trusted partners to accelerate their business and quickly capitalize on market opportunities. Insurity is well positioned to deliver exactly what is needed to ensure our customers’ success. The breadth of our core product portfolio for all tiers of P&C insurers, MGAs, personal and commercial lines, plus analytics and our complementary solutions uniquely positions Insurity to provide value to customers across a variety of insurance disciplines and creates unparalleled opportunities for our partners to grow. Further, our investment in an open digital ecosystem of insurance solutions, leveraging market-leading partners such as AWS, Workato, and Snowflake, highlights our commitment to building the insurance platform of tomorrow, and we look forward to partnering with you on this journey. We are excited about your interest in becoming an Insurity partner and our potential to create success together. Let’s together drive amazing outcomes for the P&C insurance industry. Warmly, Chris Lafond

A letter from Insurity CEO, Chris Lafond

About Insurity

Tiers

Become a Partner

Insurity is the leader in cloud-based, configurable insurance software

Cloud-First

400+

cloud customers out of 500; 20+ years of cloud experience

Speed to Value

50+

go-lives in the past 12 months

Proven

of the top 25 P&C carriers and 7 of the top 10 MGAs in the U.S.

Analytics-Enabled

$100B

predictive analytics data consortium; comprehensive geospatial analytics

Purpose-Built

100+

lines of business live in production

Scalable

100K+

users in 100+ countries, with 99.99% availability

DWP

Insurity enables carriers, MGAs, and brokers to be agile in a changing market with full insurance product lifecycle capabilities

Insurance Processing

Insurity

Highly customizable and configurable

Decisions Suite Workers’ Comp Suite ClaimsXPress Marine Suite Bridge Specialty Suite

Sure Personal Suite Sure Commercial Suite Sure MGA

Highly configurable and easy integration

Sure by Insurity

Claims Payments Billing Payments AI Assistant Underwriting Workbench Premium Audit Loss Control

Geospatial Predict Data Depot

Connect Business Intelligence Solutions Hub

Extensions

Program Underwriting Distribution

Bureau Rating Billing-as-a-Service

Sure Insurance Solutions

Sure MGA Solutions

Insurity Analytics Solutions

Insurity Platform Solutions

Insurity’s SI program model is low risk, capabilities-driven, and collaborative

Lowers Customer Risk

Complementary Capabilities

Collaborative Approach

Lowers Customer Risk

Domain experience

Proven track record of project success

Project management capability

Complementary Capabilities

Managed services

Ability to add to Insurity solutions

Tool creation (migration, etc.)

Collaborative Approach

Willing to invest in their resources

Proven track record of project success

Project management capability

Products

Program Model

Insurity's SI strategy helps our customers scale at accelerated speed

SYSTEM INTEGRATOR STRATEGY

50%

SI Partner Execution Target

Expand Insurity's delivery footprint, expediting customers’ speed-to-market

Leverage high-touch partners who drive upsell / cross-sell sales with deep domain expertise

Provides a framework for success with control over project scoping, architecting, and quality assurance

50%

Internally Sourced Execution Target

Strategically focused on key roles (e.g., Subject Matter Experts, Project Managers, and Solution Architects) to ensure a consistent Insurity “voice” across all projects

Provides a framework for success with control over project scoping, architecting, and quality assurance

The education portfolio offers role-based training to set our partners up for success

Courses in Curriculum

Complete course map with pre-requisites

Onsite Training Events

Billable offering to train customers or partners through guided sessions (remote or in-person)

Custom Training Development

Billable activity developing training to customer specific requirements

Partner Accreditation Program

Providing skills to our partners through the partner channel.

Insurity Academy

Education curriculum for integrated solutions

Classroom, onsite, regional, eLearning

Blended learning approach to meet customer needs

Administrator, IT, End User, Report Developers

Extensive course library designed to educate all roles within an organization

Cloud Education

Courses to enhance technical knowledge of our cloud offerings

—

3/5

Yes

3 Net New or >$1 Million

3/5

Yes

5 Net New or >$2 Million

4/5

Yes

8 Net New or >$3 Million

4/5

Executed Partnership Contracts

New Opportunities Generated

Customer Satisfaction

SI Partner Program Tiers

Download a FULL tier comparison here

Access to Sales Teams Access to Sales Pipeline Pre-Sales Support RFI / RFP Support POC Support

— — — — —

Upon Approval Upon Approval Upon Approval

Sales

Insurity User Event Registrations Insurity Partner Day Insurity Hosted Events Co-marketing Webinars and Events Marketing Campaigns Featured Press Releases

2 Invited Invited — 10k Recipients 1

4 Invited Invited 20k Recipients 2

8 Invited Invited 30k Recipients 3

20 Speaking Opportunity Speaking Opportunity 40k Recipients 4

Co-Marketing

Partner Benefits

>70

42-70

21-35

7-14

Trained Resources

Insurity Alliance Manager

Insurity Practice Team

Insurity Partner Level

Partner Requirements

Partner Benefits

Insurity Partner Level

Interested in becoming an Insurity Partner?

Insurity is always interested in expanding our partner ecosystem with best-in-class integrators, and we review potential partners regularly. Should you be interested in becoming a partner, please complete this form. Once we’ve received your information, we will reach out to you to set up a discussion.

All tiers include logo and partner webpage

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Our Products

Insurity is the leader in cloud-based, configurable insurance software

Cloud-First

400+

cloud customers out of 500; 20+ years of cloud experience

Speed to Value

50+

go-lives in the past 12 months

Proven

of the top 25 P&C carriers and 7 of the top 10 MGAs in the U.S.

Analytics-Enabled

$100B

DWP

predictive analytics data consortium; comprehensive geospatial analytics

Purpose-Built

100+

lines of business live in production

Scalable

100K+

users in 100+ countries, with 99.99% availability

Sure Insurance Solutions

Sure MGA Solutions

Insurity Analytics Solutions

Insurity Platform Solutions

Connect Business Intelligence Marketplace

Geospatial Predict Data Depot

Program Underwriting Distribution

Bureau Rating Billing-as-a-Service

Claims Payments Billing Payments AI Assistant Underwriting Workbench Premium Audit Loss Control

Extensions

Decisions Suite Workers’ Comp Suite ClaimsXPress Marine Suite Bridge Specialty Suite

Highly customizable and configurable

Insurity

Sure Personal Suite Sure Commercial Suite Sure MGA

Highly configurable and easy integration

Sure by Insurity

Insurance Processing

Insurity enables carriers, MGAs, and brokers to be agile in a changing market with full insurance product lifecycle capabilities

Our Products

The education portfolio offers role-based training to set our partners up for success

Courses in Curriculum

Complete course map with pre-requisites

Onsite Training Events

Billable offering to train customers or partners through guided sessions (remote or in-person)

Custom Training Development

Billable activity developing training to customer specific requirements

Partner Accreditation Program

Providing skills to our partners through the partner channel.

Insurity Academy

Education curriculum for integrated solutions

Classroom, onsite, regional, eLearning

Blended learning approach to meet customer needs

Administrator, IT, End User, Report Developers

Extensive course library designed to educate all roles within an organization

Cloud Education

Courses to enhance technical knowledge of our cloud offerings

Partner Requirements

Partner Benefits

Yes

Executed Partnership Contracts

7-14

21-35

42-70

>70

Trained Resources

—

3 Net New or >$1 Million

5 Net New or >$2 Million

8 Net New or >$3 Million

New Opportunities Generated

3/5

4/5

Customer Satisfaction

Insurity Alliance Manager

Insurity Practice Team

Insurity Partner Level

Access to Sales Teams Access to Sales Pipeline Pre-Sales Support RFI / RFP Support POC Support

— — — — —

Upon Approval Upon Approval Upon Approval

Sales

Insurity User Event Registrations Insurity Partner Day Insurity Hosted Events Co-marketing Webinars and Events Marketing Campaigns Featured Press Releases

2 Invited Invited — 10k Recipients 1

4 Invited Invited 20k Recipients 2

8 Invited Invited 30k Recipients 3

20 Speaking Opportunity Speaking Opportunity 40k Recipients 4

Co-Marketing

All tiers include logo and partner webpage

Partner Requirements

Partner Benefits

Insurity Partner Level

SI Partner Program Tiers

Download a FULL tier comparison here