This document outlines the founders' vision for Sureify.com, an insurance comparison and recommendation website. It discusses their background in insurance technology, desire to improve the consumer experience, and goal of appealing to millennials. It also shares the results of customer interviews about important factors when choosing insurance and proposes a partnership where Guardian would provide advisory support, tools, and marketing in exchange for equity in Sureify. The document showcases the original Sureify.com flow and experience.

1. Your life…Protected

2. Dustin Yoder
Venkatesh Tadinada
Product & CEO
Engineering & CTO
Why we built Sureify.com
- Long history in insurance technology: WebAgencies & ClearBenefits
- A dream to bring insurance back to the consumer: We asked and listened to what they want
- To appeal to the millennial and suggest the best insurance options

3. We found these sites to have no value...

4. We found these sites to have little enjoyment...

5. Some of Guardian’s tools

6. So we started with the mint.com of insurance
Dustin Yoder

7. A score based on your policies...
Dustin Yoder

8. Social + Peer Comparison

9. Then we tried … MOBILE

10. WE FINALLY GOT SMART…….and did 100 Customer interviews: (rate 1 - 5)
Saving
Money
Understanding
Policies
Storing
Policy
Trust in
Provider
Personal
Interaction
Regular
communication
Cathy Yang
3
5
2
3
1
1
Kevin Janda
5
3
0
5
0
0
Dustin Keg
4
3
3
4
2
2
Jeff Spolstra
3
4
1
5
5
4
Candace Arillo
3
2
2
4
2
2
Jesse Smith
5
5
3
5
3
4
Joey Portale
5
4
3
5
5
2
4.39
4.22
2.61
4.56
2.95
2.31
Name
Average

11. Sureify now has ... Kayak like pricing

12. Eric got me thinking...
How can Sureify and Guardian work together ?
Sureify
Guardian

13. … for Life Insurance
*Immediate visuals based on my data entered
*Slide over visuals to learn more and why it matters

14. Immediate Prices & Peer comparison
*Immediate kayak like pricing based off your data
*Take a look at anonymous peer data

15. & Guardian partner

16. Sureify asks Guardian to:
1) Play an active advising role to Sureify.com through Guardian Labs
2) Integrates their financial needs assessment tools
3) Integrate their agents database for GEO locations/IP address suggestion engine
4) Provide access to educational materials, white papers and market research
5) Partner on strategic marketing activities
6) Invest $300,000 to receive 20% equity in Sureify.com

17. Your life…Protected
Scroll down to see the old Sureify.com complete flow in 5 slides….. (+2 backend
slides). This application was built for auto insurance and had a purchasing experience
similar to Kayak.com.

18. 100 Customer Opinions … (rate from 1 - 5)