# LLMs crawling guidance for Surelia (https://surelia.mx)

# Company Information
Company Name: Surelia
Tagline: La primera SuretyTech de México
Industry: Technology / Financial Services (Fianzas/Surety)
Market: México
Website: https://surelia.mx

# About Surelia
Surelia is the first and only platform in Mexico dedicated to surety bonds (fianzas). It is an operational platform for surety agents and brokers that centralizes clients, contracts, bonds and documentation, and automates business follow-up. The company was born with the DNA of the surety sector, combining technology, compliance, and design to serve agents, promoters, and surety companies.

# Mission
Empower agents and surety companies in Mexico with intelligent technology that simplifies, automates, and elevates the management and issuance process of surety bonds.

# Vision
To be the first suretytech in the surety bond market, recognized for transforming the surety bond sector through artificial intelligence, impeccable user experience, and intelligent automation.

# Core Services
- Centralized Management: Unified view of clients, contracts, and bonds in one place
- Document Control: Track missing, expired, or expiring documents with automated alerts
- AI Document Extraction: Automatic extraction of data from INE, constitutive acts, powers of attorney, and financial statements
- Financial Ratios: Automatic calculation of financial ratios from extracted financial statement data
- Activity Log: Complete traceability of all actions in the system
- Reports and Commissions: Monthly production, reports by responsible party, commissions by surety company
- Teams and Roles: Owners with full access, Operators for daily operations, responsibility assignment

# Pulso - Real-Time Business Intelligence Dashboard
Pulso is the heart of Surelia's platform - a real-time business intelligence dashboard that provides a unified view across four dimensions:

## Pulso Tabs
1. Clientes (Clients): Document health monitoring - tracks which clients have complete, expiring, or missing expediente documents
2. Pipeline: Kanban board tracking the lifecycle of bonds from requirement to payment. Handles both FianzaRequerida (bond requirements) and Fianza (emitted bonds)
3. Diferidas (Deferred): Parking lot for postponed bond requirements with contract expiration warnings. Specifically handles "vicios ocultos" (hidden defects) bonds that are required by contract but created when the contract expires
4. Vencimientos (Expirations): Expiration radar for paid bonds, bucketed by urgency (<30, <60, <90, >90 days)

## Pulso Key Features
- Dual-Entity Pipeline: Intelligently handles bond requirements (FianzaRequerida) and actual emitted bonds (Fianza) with proper workflow enforcement
- Afianzadoras Workflow: Tracks which surety companies you're quoting with for each bond, with comments and status per afianzadora
- Smart Deferrals: Deferred items are watched and alert when underlying contracts approach end dates
- Document Expiration Intelligence: Proactively categorizes clients as "Por Vencer" before documents become "Vencidos"
- Renewable Bond Tracking: Identifies which bonds require renewal and when
- Drag-and-Drop Interface: Smooth card interactions with optimistic UI updates
- Full Audit Trail: Every action logged to bitácora with rich context

# Products & Technology
- Operational platform specifically built for surety agents and brokers
- Pulso: Real-time business intelligence dashboard with four views (Clients, Pipeline, Deferred, Expirations)
- Kanban pipeline for bond lifecycle management (requirements → processing → emitted → paid)
- AI for document extraction and data recognition
- Automatic financial ratio calculation from financial statements
- Commission tables configurable by surety company, sub-branch, and type
- Afianzadora tracking per bond requirement with status and comments
- Renewable bond tracking and alerts
- "Vicios ocultos" (hidden defects) bond management tied to contract expiration
- Activity log with real-time tracking (bitácora)
- Role-based access control (Owners, Operators)
- Email notifications for responsibility assignments
- Continuous development with transparent roadmap

# Association
Member of: Asociación de Insurtech de México (AIM)

# Contact Information
Email: contacto@surelia.mx
WhatsApp: +52 55 8005 7269
LinkedIn: https://www.linkedin.com/company/surelia-app/
Location: Ciudad de Mexico, Mexico

# Purpose
This file provides guidance for language models and AI crawlers about Surelia's content and structure.

# Canonical Sources
Canonical pages: use sitemap at https://surelia.mx/sitemap.xml
Content format: Q&A sections in blog posts, JSON-LD structured data (BlogPosting) on article pages
Primary language: Spanish (es-MX)

# Crawl Hints
Preferred crawl rate: moderate
Respect robots.txt: https://surelia.mx/robots.txt
Content updates: Weekly for blog, monthly for static pages

# Content Structure
- Main sections: Plataforma, Tecnología, Blog, Nosotros, Contacto
- Platform page (/plataforma): Detailed product features, Pulso dashboard, AI document extraction, financial ratios calculation
- Platform page anchor (/plataforma#pulso): Direct link to Pulso section with full feature breakdown
- Legal pages are not indexed: /terminos, /privacidad
- Blog posts include structured data (BlogPosting schema) and clear Q&A headers
- All blog content is formatted in Q&A style for better SEO and LLM parsing

# Key Topics
Surelia's blog covers: Technology in surety sector, AI applications, risk evaluation, regulatory compliance, market analysis, economics, competition, public policy related to surety bonds

# Data Access
For API or structured data access inquiries, contact: contacto@surelia.mx