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Wise Agent vs Surefyre: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Wise Agent vs. Surefyre is based on a specific set of business needs and context. The comparison uses 1900 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Wise Agent and Surefyre

Wise Agent, Surefyre, IXACT Contact, Market Leader, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Wise Agent covers Contact List Management with Phone Calls, Drip Marketing with E-Mail, Engagement Management with Phone Calls, Communication Management with E-Mail, etc.

Surefyre focuses on Sales Document Management, Workflow Management with Phone Calls, Lead Tracking, Sales Commission Management, etc.

"As a company we open handle around 250 transactions a month and are averaging 150 closings a month. I can say definitively there is no way we could do this without WiseAgent. It is truly our lifeline and allows us to handle each and every transactio...ns with the same precision deal after deal. " - Anna Lovec

"After laboring on a proprietary solution for nearly six months we decided to demo Surefyre. What a great decision. Four weeks later Surefyre launched and we began accepting submissions mapped directly to our rating module. The Surefyre team understa...nds the P&C business and can implement solutions quickly and effectively. They are a valued partner in the ongoing success and growth of our business. " - Tom Gillingham

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Wise Agent

Focus area

Wise Agent is better than Surefyre for

Software Failure Risk

  • medium

logo Surefyre

Focus area

Software Failure Risk

  • medium

About

Real Estate CRM Software to increase the productivity

Submission automation platform for modern MGAs, wholesalers, and carriers

Financials

PRIVATE

Business Need

Total Processes
(we found evidences for)

58

11

Total Goals
(we found evidences for)

5

2

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list



engagement management

engaging and following up


communication management

sending & publishing communications

tracking & monitoring communications


generation of new leads



campaign management


training & onboarding


sales document management

contract management

proposal & quote management


helpdesk management




products & pricelist management


conversion management





lead qualification

lead qualification: technographic


workflow management



relationship management


calendar management



social media management




sales commission management


Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Grow market share

  • Enter new markets internationally or locally

  • Scale best practices

  • See 2 more
  • Improve digital and social presence

  • Enhance customer relationships

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • point of sale

  • See 1 more
  • e-mail

  • phone calls

  • offline

  • point of sale

  • See 1 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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No Data

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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medium

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Migration Risk

high

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medium

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Business Setting