Surefyre Overview
Surefyre is configurable underwriting automation software that eliminates manual work. It maximizes efficiency for any P&C MGA, wholesaler, or carrier.
Use Cases
Customers recommend Proposal & Quote Management, Workflow Management, Lead Tracking, as the business use cases that they have been most satisfied with while using Surefyre.
Business Priorities
Improve Digital And Social Presence and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Surefyre.
Surefyre Use-Cases and Business Priorities: Customer Satisfaction Data
Surefyre works with different mediums / channels such as Phone Calls. and E-Mail.
Reviews
"Surefyre has consistently exceeded all expectations. From staying ahead of the industry in innovation, to always meeting product development goals and timelines, Surefyre is well ahead of their competition by leaps and bounds. Their product is easy ...to use, well received by our clients, and has pushed our online presence to the next level by providing a system that is exactly what we, and our customers, were looking for." - BILLIE GORRELL
Peer review evidence (same sources as the product rating summary)
"...I use this program for quoting through one of our companies...." Peer review by Verified Reviewer, Insurance
"...Their tools allow you to create and customize workflows, directly call or email from within the program, or even run reports for up-to-the-minute insights into your business...." Best CRM Software & Systems for Insurance Agents and Brokers
"...The built-in progress dashboard enables agents to track their monthly progress and keep track of deals closed and commission generated...." Peer review
Surefyre, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Surefyre
Top Industries
- Insurance
- Hospital & Health Care
- Internet
Popular in
- Small Business
- Mid Market
- Enterprise
Surefyre is popular in Insurance, Hospital & Health Care, and Internet and is widely used by Small Business, Mid Market, and Enterprise.
Surefyre Customer wins, Customer success stories, Case studies
How efficiently Does Surefyre manage your Proposal & Quote Management?
What solutions does Surefyre provide for Workflow Management?
16 buyers and buying teams have used Cuspera to assess how well Surefyre solved their CRM needs. Cuspera uses 114 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Surefyre has consistently exceeded all expectations. From staying ahead of the industry in innovation, to always meeting product development goals and timelines, Surefyre is well ahead of their competition by leaps and bounds. Their product is easy to use, well received by our clients, and has push...ed our online presence to the next level by providing a system that is exactly what we, and our customers, were looking for. |
|
Surefyre has saved the company time and money. After we moved to Surefyre, we found the system to be faster, more secure and much more flexible than our previous system. Since Surefyre is designed intuitively, it is easier to train new agents on our systems and processes. Testimonial By ANDREW HETZLER |
|
Our old portal would take months if not years to push enhancements. Surefyre’s services team scope out every request, evaluate proposed solutions, and offer time saving, essential API integrations. All this comes at a fraction of the cost because they are truly experts in offering a cloud based sys...tem that is always adapting to our growing needs. It’s great to work with a team that shares our commitment to customer service and taking out all the mystery from the underwriting. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
BILLIE GORRELL PRESIDENT Ashley |
Surefyre has consistently exceeded all expectations. From staying ahead of the industry in innovation, to always meeting product development goals and timelines, Surefyre is well ahead of their competition by leaps and bounds. Their product is easy to use, well received by our clients, and has push...ed our online presence to the next level by providing a system that is exactly what we, and our customers, were looking for. |
|
ANDREW HETZLER COO Amercian Exchange |
Surefyre has saved the company time and money. After we moved to Surefyre, we found the system to be faster, more secure and much more flexible than our previous system. Since Surefyre is designed intuitively, it is easier to train new agents on our systems and processes. Testimonial By ANDREW HETZLER |
|
Ashley Dodge Marketing Director Bigfoot |
Our old portal would take months if not years to push enhancements. Surefyre’s services team scope out every request, evaluate proposed solutions, and offer time saving, essential API integrations. All this comes at a fraction of the cost because they are truly experts in offering a cloud based sys...tem that is always adapting to our growing needs. It’s great to work with a team that shares our commitment to customer service and taking out all the mystery from the underwriting. |
Peers used Surefyre for proposal & quote management and workflow management
Surefyre Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (15) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (15) |
Software Failure Risk Guidance
?for Surefyre
Top Failure Risks for Surefyre
Vertafore, Inc News
Vertafore launches ReferenceConnect AI, powered by Velocity AI
Vertafore has launched ReferenceConnect AI, an AI-powered tool that enhances how insurance professionals access industry knowledge. Built on the Vertafore Velocity AI Platform, it offers faster, verified answers by integrating AI search with a vast database of insurance content. This tool aims to improve decision-making and reduce errors in a complex, regulated environment.
Vertafore named a 5-Star Technology and Software Provider for core ...
Vertafore was recognized by Insurance Business as a 5-Star Technology and Software Provider for the fifth consecutive year. The company was honored for its innovative solutions that integrate AI and digital systems to enhance insurance distribution. Vertafore's products received perfect ratings from brokers, highlighting their impact on agencies, MGAs, and carriers.
Vertafore launches Velocity AI Benefit Plan Agent inside the market ...
Vertafore introduced the Velocity AI Benefit Plan Agent, integrated into the BenefitPoint module of AgencyOne. This AI-powered tool automates benefits administration, reducing setup time by up to 70% and enhancing data accuracy. It helps agencies streamline operations during peak benefits season, improving data quality and workflow efficiency.
Vertafore Adds AI Benefits Plan Agent
Vertafore has launched the Velocity AI Benefit Plan Agent within its BenefitPoint module, automating benefit plan setup and reducing setup time by up to 70%. The AI tool extracts and structures plan information, allowing brokers to focus on validation. This integration improves data quality and efficiency during benefits season, supporting over four million employee benefit plans.
Vertafore, Inc Profile
Company Name
Company Website
https://www.vertafore.com/HQ Location
999 18th St, Denver, CO 80202, US
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