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 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." - ANDREW HETZLER
Peer review evidence (same sources as the product rating summary)
"...Insurance solution that assists small to midsize insurance firms with policy quotations, submission automation, underwriting and approvals...." Peer review from Surefyre Systems
"...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 does Surefyre address your Proposal & Quote Management Challenges?
What makes Surefyre ideal 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 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 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. |
|
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. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
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. |
|
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. |
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 Velocity AI Benefit Plan Agent inside the market ...
Vertafore has launched the Velocity AI Benefit Plan Agent, integrated into the BenefitPoint module of AgencyOne. This AI-powered tool automates benefit plan setup, reducing time by up to 70% and enhancing data accuracy. It aims to streamline workflows for benefits brokers, particularly during peak benefits season, by minimizing manual data entry and improving data consistency.
Vertafore launches AI agent to tackle MGA submission delays
Vertafore has launched the Velocity AI Submission Processing Agent, designed to streamline submission processes for managing general agents (MGAs). Built on Vertafore’s Velocity AI Platform, the agent automates the intake of unstructured submissions, converting them into structured data for underwriting. This tool aims to reduce delays and administrative tasks, allowing underwriters to focus on risk evaluation.
Vertafore Launches Velocity AI Agent
Vertafore has launched the Velocity AI Submission Processing Agent, designed to automate and streamline submission intake for MGAs and underwriting teams. Built on the Vertafore Velocity AI Platform, the agent processes unstructured data from various formats, enhancing speed and accuracy in underwriting. This innovation aims to reduce manual work, improve operational scalability, and support Vertafore's broader AI-driven insurance solutions.
Vertafore introduces Velocity AI Submission Processing Agent to help MGAs move from submission to decision faster
Vertafore launched the Velocity AI Submission Processing Agent, enhancing MGA workflows by automating submission intake. Built on the Vertafore Velocity AI Platform, it streamlines the process, improving speed and accuracy. The agent reads unstructured data, extracts key information, and automates follow-ups, achieving 87% accuracy. This innovation helps MGAs focus on risk evaluation and decision-making.
Vertafore, Inc Profile
Company Name
Company Website
https://www.vertafore.com/HQ Location
999 18th St, Denver, CO 80202, US
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