Financi vs Surense: a fair comparison for insurance agencies

Financi and Surense are both systems for running an insurance and pension agency. According to their own sites, Surense presents dedicated apps for the agent and the client and describes a clearing-house connection and power-of-attorney issuing, while Financi presents a shared WhatsApp inbox, forms and signing from a phone with no login, an AI team with human approval, and operations (Ops) on the same database. The table below lays it out, with a link to the source of every claim about Surense.

Book a demoUpdated: 25 October 2026

At a glance: Financi vs Surense

Every claim about Surense in the table comes from its public site (links at the end of the page). “Not mentioned” is not a claim that the capability does not exist.

Read on 25 October 2026
	Financi	Surense
What it is	A CRM for insurance and pension agencies, by Shavve. Six modules on one client card.	A CRM for insurance and financial agents. SurenseFire (cloud, in the browser), SurenseGo (agent app) and SurenseOne (client app).
Pension clearing house	Orders data from the clearing house and Har HaBituach with the client's consent and merges it into one client card.	Its site mentions a connection to the clearing house and Ministry of Finance databases, power-of-attorney issuing and automatic retrieval of information and files.
Har HaBituach	Orders data from the clearing house and Har HaBituach with the client's consent and merges it into one client card.	Not mentioned on the pages reviewed.
WhatsApp for the team	A shared team inbox: campaigns, chat assignment, document requests and analytics, tied to the lead and the card.	WhatsApp is mentioned as a contact channel in the agent app. A shared team inbox: not mentioned on the pages reviewed.
Forms and signing	The client fills in and signs from a phone with no login and no app. A signed, sealed PDF returns (AWS KMS seal and a 7-year WORM ledger).	Power-of-attorney signing and digital issuing of a selected savings policy are mentioned. General forms and signing: not detailed on the products page.
AI	An AI team (Asi, Keren and Rafi) inside the CRM. A human approves every field the AI writes, and the AI does not write numbers.	Not mentioned on the pages reviewed.
Mobile app	The system works in the browser. A dedicated mobile app is not mentioned on Financi's site.	Yes: SurenseGo for the agent and SurenseOne for the client, according to its site.
API and integrations	PBX, WhatsApp, and ChatGPT and Claude through MCP with an OAuth sign-in.	API access as a paid add-on, and connections to Zapier, Make and n8n, according to its site.
Pricing	Published on its site.	Not published. According to its site there are three plans (Basic, Pro and Enterprise), and the price depends on plan and number of users, given in a demo. Monthly commitment.
Security and privacy	A data processing addendum (DPA) is published on the site. CRM and Ops on one database, role-based permissions.	Its site mentions periodic penetration tests and compliance with Amendment 13 of the Privacy Protection Law.

How Financi is different

Six modules on one client card: CRM and processes, WhatsApp, forms and signing, clearing house and Har HaBituach, operations (Ops), recordings and transcription.
A shared WhatsApp inbox with chat assignment, campaigns and document requests, tied to the lead and the card.
Forms and signing from a phone with no login and no app, with a signed, sealed PDF and a 7-year WORM ledger.
An AI team with human approval: a person approves every field the AI writes, and the AI does not write numbers.
CRM and Ops on one database, with no syncing between systems.

What Surense presents about itself

From Surense's own site, as read on 25 October 2026:

Lead management, client file, tasks, reports and analytics, and role-based permissions (per the products page).
Calendar sync with Google and Outlook (per the products page).
A client app where the client sees policies, documents, reports and meeting summaries (per the products page).
Personal onboarding and training, and support by chat, WhatsApp and email (per the home page).

When Surense may suit you better

If a dedicated client app plus an agent app matters to you, which Surense presents as part of the offer.
If you want digital issuing of a selected savings policy from inside the interface, as its site presents.
If you work with Make, Zapier or n8n and are willing to pay for an API add-on, as published.

What to ask every vendor in a demo

Is there a Har HaBituach connection, and how does the data reach the client card?
What does a team's WhatsApp work look like: a shared inbox, assignment, or conversations from phones?
What is included in each plan, and what does an API add-on or extra users cost?

About this comparison

We are Financi, and Surense is a competing system, so we wrote this comparison under strict rules: every claim about Surense comes only from its public site, with a link, and whatever we could not find written there is marked “not mentioned”. That is not a statement that the capability does not exist, only that we did not see it published. The information was read on 25 October 2026 and may change. Found an inaccuracy? Write to support@financi.co.il and we will fix it.

Frequently asked questions

What is the main difference between Financi and Surense?

According to their sites, Surense stands out for agent and client apps and for power-of-attorney issuing and a clearing-house connection, and Financi for a shared WhatsApp inbox, forms and signing from a phone with no login, an AI team with human approval, and operations on the same database. What matters to you decides.

How much does Surense cost?

The price is not published on the pages reviewed. According to its site there are three plans and the price depends on the plan and the number of users, given in a demo. Ask for a written quote and compare the total first-year cost.

Can I move from Surense to Financi?

We do not promise an automatic import without seeing your data. In a demo we will check what can be moved and in what format, and what is left to do by hand.