Surefyre

Who Uses Surefyre?

P&C MGAs,MGUs, wholesalers, and insurers.

What Is Surefyre?

Surefyre is the best automation software for P&C MGAs, wholesalers, and carriers. Automate the submit-quote-bind-issue processes with no-code configuration and a great user experience. Easily connect with your agents and integrate with virtually any 3rd party system. Get in touch today to learn how we are bringing the industry together and changing the way business is done in insurance.

Surefyre Details

Surefyre Co.

https://www.surefyre.co

Founded 2017

Surefyre Software - 1
Surefyre Software - 2
Surefyre Software - 3
Surefyre Software - 4
Surefyre Software - 5
Surefyre video
Play
Surefyre Software - 1 - thumbnail
Surefyre Software - 2 - thumbnail
Surefyre Software - 3 - thumbnail
Surefyre Software - 4 - thumbnail
Surefyre Software - 5 - thumbnail

Compare Surefyre with similar products

Starting price

N/A
N/A
US$1,500.00
N/A

Free Version

Free Version No
Free Version Yes
Free Version No
Free Version No

Free Trial

Free Trial No
Free Trial Yes
Free Trial No
Free Trial Yes

Surefyre Features

  • API
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Audit Trail
  • Billing & Invoicing
  • Broker / Agent Portal
  • Campaign Management
  • Change Management
  • Claims Management
  • Client Portal
  • Commission Management
  • Configurable Workflow
  • Contact Management
  • Customer Portal
  • Customizable Forms
  • Customizable Reports
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Email Distribution
  • Email Management
  • Email Marketing
  • Forms Management
  • Insurance Rating
  • Lead Generation
  • Lead Management
  • Lifecycle Management
  • Partner Portal
  • Policy Management
  • Quotes/Estimates
  • Reinsurance Administration
  • Reminders
  • Reporting & Statistics
  • Risk Assessment
  • Rules-Based Workflow
  • SMS Marketing Managment
  • SMS Messaging
  • Search/Filter
  • Secure Login
  • Self Service Portal
  • Task Management
  • Third Party Integrations
  • Underwriting Management
  • User Management
  • Version Control
  • Workflow Management
  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Ad hoc Reporting
  • Billing & Invoicing
  • Cancellation Tracking
  • Claims Management
  • Claims Tracking
  • Client Portal
  • Commission Management
  • Contact Management
  • Customer Accounts
  • Customizable Reports
  • Customizable Templates
  • Disaster Recovery
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Management
  • Financial Management
  • For Auto Insurance
  • Forms Management
  • General Ledger
  • Policy Generation
  • Policy Issuance
  • Policy Management
  • Policy Processing
  • Portfolio Management
  • Project Management
  • Quotes/Estimates
  • Rating Engine
  • Real Time Analytics
  • Real Time Reporting
  • Reinstatement Tracking
  • Reinsurance Administration
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Risk Analytics
  • Risk Assessment
  • SMS Messaging
  • Secure Login
  • Status Tracking
  • Task Management
  • Third Party Integrations
  • Underwriting Management
  • Workflow Management
  • API
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Audit Management
  • Broker / Agent Portal
  • Campaign Management
  • Carrier Upload
  • Claims Management
  • Client Portal
  • Commercial Lines
  • Commission Management
  • Comparative Insurance Rating
  • Customer Portal
  • Customizable Fields
  • Customizable Reports
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Management
  • Estimating
  • For Auto Insurance
  • For Casualty Insurance
  • For Disability Insurance
  • For Health / Medical Insurance
  • For Homeowners Insurance
  • For Life Insurance
  • For Long Term Care
  • For Medical Malpractice
  • For Personal Insurance
  • For Professional Liability
  • Lead Management
  • Lifecycle Management
  • MGA Administration
  • Multi-State
  • Multiple Line Rating
  • Partner Portal
  • Policy Management
  • Quotes/Estimates
  • Reminders
  • Reporting & Statistics
  • SMS Marketing Managment
  • Sales Reports
  • Search/Filter
  • Secure Login
  • Self Service Portal
  • Single Data Entry
  • Third Party Integrations
  • Workflow Management
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Audit Trail
  • Billing & Invoicing
  • Broker / Agent Portal
  • Campaign Management
  • Case Management
  • Claims Management
  • Client Portal
  • Commission Management
  • Configurable Workflow
  • Contact Management
  • Customer Database
  • Customer Portal
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Data Import/Export
  • Data Storage Management
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Electronic Payments
  • Email Management
  • Forms Management
  • General Ledger
  • Insurance Rating
  • Marketing Automation
  • Partner Portal
  • Policy Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reinsurance Administration
  • Reminders
  • Reporting & Statistics
  • Risk Assessment
  • Sales Reports
  • Secure Login
  • Self Service Portal
  • Task Management
  • Third Party Integrations
  • Underwriting Management
  • User Management
  • Workflow Management

Surefyre deployment and support

Support

  • Chat

Deployment

  • Cloud, SaaS, Web-based

Training

  • Live Online
  • Webinars
  • Documentation

Surefyre Alternatives

More Surefyre alternatives

Surefyre Reviews

Read all reviews

Overall rating

4.9/5

Average score

Ease of Use 4.8
Customer Service 5
Features 4.8
Value for Money 5

Review software

Share your experiences with other software buyers.

Write a Review!
Ingrid V.
Insurance Doctor
Insurance, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 05/03/2020

"Great to communicate with customers"

Comments: I look up customer information that we have on Surefyre in order to streamline my workflow or communicate with patients in order to review or confirm information.

Pros: Every single piece of information that I need can be found on this software thanks to my company and the developers.

Cons: Very difficult to get into at first, once you get the hang of it then it is very easy. Until then, it can be frustrating.

  • Reviewer Source 
  • Reviewed on 05/03/2020
Verified Reviewer
Insurance Agent
Insurance
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 31/10/2017

"Easy to use Google & Integrated Perfect For Insurance Sales"

Pros: I use the software on a daily basis to sell commercial insurance lines: General Liability, Commercial Auto, Excess, Payroll, Work Comp, Inland Marine, Bonds Etc. Anybody with any relevant office experience should be able to learn easily.
Google integrated and internet based platform with tabs for outbound email and click to add calendar
Create &/or scrape databases to build individual files
General tab has all client info including ability to easily save email and other relevant info
Generate notes at the bottom of each file & tagging features to notify team members
Easy to add products with a status "Deal Close/Quoted/2nd Call/Docs Out" and their corresponding prices when the sale is closed
Easily generate excel reports for each salesperson, product etc.
File/Document Generator (Insurance Certificates) & Echo Sign Integrated

Cons: Cannot Call Directly From Software
Can add to calendar but not remove
Would be nice to integrate into google drive one day.

  • Reviewer Source 
  • Reviewed on 31/10/2017
Jason M.
Insurance Enrollment Specialist
Insurance, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    4 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    3 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 27/11/2018

"Great Product"

Pros: The software is user friendly and easy to learn.

Cons: Nothing - everything works wonderfully, easy to use, and has an easy user-face.

  • Reviewer Source 
  • Reviewed on 27/11/2018
Mallory H.
Account Manager
Insurance, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 27/11/2018

"User Friendly"

Comments: This system has allowed for reporting to be created without utilizing spreadsheets manually. System intergration, tag features, and customer support have made this system essential for our company moving forward.

Pros: User friendly system that allows intergration with other systems for enrollment services. This system allows customization with reporting, layout, etc. Customer support is amazing with fast response times to any questions or concerns.

Cons: Not really a con for the software but figuring out what type of report you want to create and filtering the way that you need to takes a moment. This is mainly a user issue, not a software issue. Reporting is easy to read and customizable.

  • Reviewer Source 
  • Reviewed on 27/11/2018
Tammy B.
Owner
Insurance, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 09/08/2018

"Surefyre CRM"

Comments: Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.

Pros: Customer service and his team have given insurmountable value to our small brokerage firm. We needed a customizable CRM and they delivered what I feel has been the best product I've seen. They are supportive, speak in a language we all understand and have never given us push-back when we ask difficult questions.

Cons: As with any CRM there are challenges to operation but customer service executive made sure everything ran smoothly when given the question or issue at hand.

  • Reviewer Source 
  • Reviewed on 09/08/2018