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.

Other use cases:

  • Sales Commission Management
  • Relationship Management
  • Generation Of New Leads
  • Sending & Publishing Communications
See all use cases See less use cases

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.

Other priorities:

See all business priorities See less business priorities

Surefyre Use-Cases and Business Priorities: Customer Satisfaction Data

Surefyre works with different mediums / channels such as Phone Calls. and E-Mail.

Reviews

"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 th...ey are truly experts in offering a cloud based system 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." - Ashley Dodge

Peer review evidence (same sources as the product rating summary)

"...The document generation feature pulls data from the existing customer information database and helps agents prepare and send accords, new proposals and invoices...." Peer review
"...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

Why is Surefyre the best choice for Proposal & Quote Management?

What Are the key features of Surefyre 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 testimonial

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.

Testimonial By Ashley Dodge
Surefyre testimonial

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
Surefyre testimonial

Tom Gillingham

Managing Director

NFP
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 understands the P&C business and can implement solutions q...uickly and effectively. They are a valued partner in the ongoing success and growth of our business.

Testimonial By Tom Gillingham
CUSTOMERS TESTIMONIALS
Surefyre testimonial

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.

Testimonial By Ashley Dodge
Surefyre testimonial

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
Surefyre testimonial

Tom Gillingham

Managing Director

NFP
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 understands the P&C business and can implement solutions q...uickly and effectively. They are a valued partner in the ongoing success and growth of our business.

Testimonial By Tom Gillingham
 

SPG Partners with Vertafore to Accelerate Submissions and Boost Efficiency

Specialty Program Group LLC has partnered with Vertafore to implement the Surefyre platform, enhancing digital experiences and operational efficiency for its retail agencies. This AI-enabled, low-cod...e/no-code platform streamlines underwriting and quoting for property and casualty business, providing significant time savings. The partnership aims to leverage AI capabilities for future efficiencies, with new tools like a PDF-to-webform conversion feature launching soon.

Read on →

Bowen, Miclette & Britt - Insurance

WorkSmart helped Bowen, Miclette & Britt gain better visibility into their business processes. The agency used WorkSmart to reduce the submission lifecycle. This led to record efficiency for their te...am. The solution improved workflow management for the insurance agency. Bowen, Miclette & Britt saw clear benefits from using Vertafore's WorkSmart platform.

Read more →

Kerry's Insurance Services - Insurance

Vertafore helped Kerry's Insurance Services improve their agency operations. The insurance agency used Vertafore solutions to manage their business. The story highlights how Vertafore supports agenci...es in the insurance industry. Kerry's Insurance Services benefited from Vertafore's agency management tools.

Read more →

Brightway Insurance - Insurance

AMS360 helped Brightway Insurance improve data analytics and forecasting. The platform made training and onboarding easier. Brightway used AMS360 to give better service to clients. The solution suppo...rted business growth and insights. AMS360 optimized agency management for Brightway Insurance.

Read more →

Jones & Wenner Insurance, Inc. - Insurance

ReferenceConnect helped Jones & Wenner Insurance, Inc. improve how they work. The agency used ReferenceConnect to make operations more efficient. This let them take a proactive approach with customer...s. They built stronger customer relationships and grew their business. The solution supported agency growth and better service.

Read more →

Higgins & Bolduc Agency - Insurance - Small

AMS360 helped Higgins & Bolduc Agency, a small family-owned insurance agency, improve customer experience and streamline operations. The agency used AMS360 to compete with larger direct-to-consumer c...ompanies. The solution made their processes more efficient. This allowed them to grow and serve clients better. AMS360 supported their business goals in the insurance sector.

Read more →
lightning

Peers used Surefyre for proposal & quote management and workflow management

Surefyre Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.05/5 ★

Read Reviews (15)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.05/5 ★

Read Reviews (15)

Software Failure Risk Guidance

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for Surefyre

Top Failure Risks for Surefyre

Vertafore, Inc News

Awards

Vertafore earns fourth consecutive Excellence in Customer Service Award

Vertafore has been awarded the 2026 Excellence in Customer Service Award by the Business Intelligence Group for the fourth consecutive year. This recognition highlights Vertafore's commitment to providing high-quality, empathetic support to insurance professionals, enhancing the value of their technology solutions. The company's focus on meaningful interactions and AI-powered tools underscores its leadership in customer satisfaction within the insurance industry.

Read more →
Product

Vertafore Velocity AI Platform Launch boosts Insurance Automation

Vertafore has launched the Velocity AI Platform at Accelerate 2026, introducing a suite of AI tools aimed at enhancing insurance automation. This cloud-native platform integrates the ReferenceConnect AITM knowledge engine and six AI agents for tasks like underwriting and policy management. It leverages large language models fine-tuned on proprietary data to streamline processes, potentially reducing manual processing time by 40%. This positions Vertafore against competitors like Salesforce and Microsoft, emphasizing domain-specific expertise and compliance.

Read more →
Product

Vertafore advances AI innovation at Accelerate 2026, embedding AI ...

Vertafore introduced the Velocity AI Platform at Accelerate 2026, enhancing insurance workflows with AI. New offerings include ReferenceConnect AI for insights, six AI agents for efficiency, and AgencyOne Certificates for streamlined management. The event emphasized AI's role in reducing manual work and improving speed across the insurance value chain.

Read more →
Product

Insurtech Vertafore Introduces 6 AI Agents

Vertafore has launched its Velocity AI Platform and six AI agents designed to enhance insurance workflows. The platform integrates AI into core systems used by agencies, MGAs, and carriers, aiming to reduce manual processes and improve decision-making. Key agents include the Insurance Expert Agent, Portal Launcher Agent, and Submission Processing Agent, each offering specific capabilities to streamline operations and increase efficiency across the insurance distribution lifecycle.

Read more →

Vertafore, Inc Profile

Company Name

Vertafore, Inc

Company Website

https://www.vertafore.com/

HQ Location

999 18th St, Denver, CO 80202, US

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