Prepare insurance claims with everything in one secure workspace
Collect documents, review email intake, build claim packets, and track readiness all in one secure workspace built for claim professionals.
Product workspace
A secure desk for every claim in motion.
Keep intake, documents, claim readiness, and output preparation in one auditable workspace.
Recent claims View all claims
CL-2025-0178 Primary care visit 82% In Progress
CL-2025-0177 Specialist consultation 61% In Review
CL-2025-0176 Prescription refill 45% Collecting
CL-2025-0175 Dental procedure 90% Ready
A better way to prepare
Three simple steps from intake to a complete claim packet.
1
Collect
Centralize documents and emails from carriers, insureds, and partners in one secure workspace.
Learn more 2
Review
Review email intake, organize documents, assign owners, and track what is needed.
Learn more 3
Package
Build claim packets, complete the output checklist, and export with confidence.
Learn moreBuilt on security. Designed for trust.
Security and auditability built in.
Secure by design
Data is encrypted in transit and at rest. Surefolio is built on secure, modern infrastructure.
Learn moreRole-based access
Control who can view, edit, and share down to the claim or document level.
Learn moreFull audit trail
Every action is logged so you can see who did what, and when.
Learn moreWorkspace permissions
Granular permissions keep your data protected across internal teams and external partners.
Learn moreUse cases
Built for the people preparing health claims.
Surefolio keeps every workspace separated, every document accounted for, and every output tied back to the claim evidence it came from.
Households organizing health paperwork
Keep receipts, provider forms, insurer letters, and supporting documents together for one household.
Assistants managing intake for clients
Track new emails, missing items, and client follow-ups without mixing workspaces.
Advisors coordinating review
Give collaborators a clean, auditable place to check evidence before anything is packaged.
Pricing
Available by request during early access.
Surefolio is onboarding early health-claim preparation workflows before publishing self-serve plans.
1
Request access
Tell us who will use the workspace and what kind of health-claim workflow you want to prepare.
2
Review your workflow
We confirm the intake, document, and collaboration needs before pricing is shared.
3
Request access Set up a workspace
Once access is approved, Surefolio is configured around the people and claims you are preparing.
One secure workspace. Every claim, every time.
Request access to explore whether Surefolio fits your claim-preparation workflow.