---
title: "Surense (@surense)"
description: "CRM software for the insurance industry."
account: "surense"
---

# Surense

CRM software for the insurance industry.

## APIs

21 public APIs with a stored document.
Each links to its markdown overview; the same address with
`/llms.txt` in place of `.md` lists its operations.
Changes across these APIs: https://skmtc.dev/surense/feed.md

- [mywork-service](https://skmtc.dev/surense/apis/mywork-service.md)
- [Swiftness API](https://skmtc.dev/surense/apis/swiftness-api.md)
- [Meeting Summary API](https://skmtc.dev/surense/apis/meeting-summary-api.md)
- [Tags API](https://skmtc.dev/surense/apis/tags-api.md)
- [Activity API](https://skmtc.dev/surense/apis/activity-api.md)
- [AppMail API](https://skmtc.dev/surense/apis/appmail-api.md): Email activity logging: read, reply to and react to emails, and manage sender mailboxes
- [Agent Number API](https://skmtc.dev/surense/apis/agent-number-api.md): Insurance agent numbers and supervisors: manage, search, import and export licensee assignments
- [Report API](https://skmtc.dev/surense/apis/report-api.md): Reports: generate Excel exports of customers, products and meetings for download
- [Activity Log API](https://skmtc.dev/surense/apis/activity-log-api.md): CRM activity search: find logged activities, emails and calls on employers, customers, leads, meetings
- [Data Import API](https://skmtc.dev/surense/apis/data-import-api.md): Insurance and pension data imports: upload provider reports, commission files and portfolios, then track or revert them
- [Document API](https://skmtc.dev/surense/apis/document-api.md): Document management: upload, search, link and download files for customers, leads and workflows
- [Workflows API](https://skmtc.dev/surense/apis/workflows-api.md): Workflows: manage service requests and tasks with checklists, statuses, templates, imports and exports
- [Meetings API](https://skmtc.dev/surense/apis/meetings-api.md): Customer and lead meetings: schedule, search, export, checklists, calendar sync
- [Contact API](https://skmtc.dev/surense/apis/contact-api.md): Contacts: manage people and company contacts, groups, custom fields, imports and exports
- [Employer API](https://skmtc.dev/surense/apis/employer-api.md): Employers: create, search, import and export organizations with custom fields and tags
- [Lead API](https://skmtc.dev/surense/apis/lead-api.md): Sales leads: create, search, transfer and import leads with their checklists, statuses and types
- [customer-service](https://skmtc.dev/surense/apis/customer-service.md): Customer records: create, search, update and delete customers, plus birthday lookups
- [Telephony API](https://skmtc.dev/surense/apis/telephony-api.md): Telephony: place click-to-call, log call records with recordings and replies, manage extensions and blocked numbers
- [Reminder API](https://skmtc.dev/surense/apis/reminder-api.md): Reminders: create, search, update and delete personal to-dos with due dates
- [Licensee API](https://skmtc.dev/surense/apis/licensee-api.md): Licensing: manage Israeli pension and insurance licensees and their yearly license documents
- [Surense API](https://skmtc.dev/surense/apis/surense.md): Insurance back office: manage leads, meetings, contacts, employers, products and reports