Surecase was conceived by Simon Horsfall, a professional who spent over 15 years as a Mortgage & Insurance Adviser. He recognised the time and effort lost to inefficient case organisation and saw a opportunity to solve this with a dedicated software tool. In 2023, after partnering with accomplished tech entrepreneur Dan Rathbone, the vision became a reality and Surecase was successfully launched.
Founder & director
Simon has over 15 years of experience in the mortgage and protection market and is a Director of Vista Financial Management Limited.
Passionate about advising clients and offering the best service made him realise advice and technology can work together. This led Simon to embark on creating a platform that not only makes the journey easy for clients but also streamlines the advice process for advisers.
Founder & director
Dan has 20 years experience in the tech industry having started his career as a software engineer, going on to found digital transformation consultancy Infinity Works.
After selling Infinity Works to Accenture, Dan joined the Surecase team, applying his tech knowledge accrued by working with companies from startups to blue chips.
At Surecase, our guiding principle is simple: the product must be a pleasure to use.
We put significant effort into perfecting the user interface, removing any “clunky” elements and minimizing unnecessary clicks.
Our goal is to create a solution that “just works” immediately, requiring no complicated setup or hours of configuration. We utilize modern, effective software development processes to maintain a lean, efficient platform that is always focused on the user.
Practical insights and product updates all designed to help you work smarter, save time, and deliver better outcomes for your clients.
For all frequently asked questions please have a look at our FAQs page.
Schedule a quick, no-obligation walkthrough to see how Surecase reclaims your time, headspace, and focus.
