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.

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

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.

Comprehensive Insights on Surefyre Use Cases

What benefits does Surefyre offer for Proposal & Quote Management?

What benefits does Surefyre offer 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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
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

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

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.

Testimonial By BILLIE GORRELL
CUSTOMERS TESTIMONIALS
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

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

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.

Testimonial By BILLIE GORRELL

Case Studies

Insurance

CASE STUDY Marshall & Sterling Insurance, Inc.

WorkSmart by Vertafore helped Marshall & Sterling Insurance process over 7,000 hurricane claims after Hurricanes Irma and Maria. The agency used WorkSmart to track processes, report in real time, and... automate information flow. Staff could route work to the right people and manage bottlenecks. The solution increased workflow visibility and allowed growth without adding staff. Marshall & Sterling met client needs during a crisis without overwhelming employees.

Insurance

CASE STUDY Entrekin Insurance

QQCatalyst and the Orange Partner Program helped Entrekin Insurance triple its sales premiums. The agency improved its retention rate to 98.7%, far above the industry average of 83%. Their net promot...er score reached 99, compared to the industry average of 32. Automation features let the three-person team focus on client education and service. Entrekin Insurance used Vertafore solutions to grow from a one-person operation to a successful agency.

Insurance

CASE STUDY FCCI Insurance Group

ReferenceConnect helped FCCI Insurance Group move from paper-based processes to digital efficiency. The company used to keep reference materials in binders and update them manually, which was slow an...d error-prone. With ReferenceConnect, FCCI centralized all carrier information for employees and agency partners. The solution enabled customizations, faster updates, and allowed one full-time employee to shift to a more strategic role. FCCI saw improved efficiency and a better experience for staff and partners.

Insurance

CASE STUDY American Specialty Insurance & Risk Services, Inc.

NetRate helps American Specialty Insurance manage risk for sports and entertainment clients. The company needed fast, efficient rating software to keep up with changing markets. NetRate offers quick ...processing and easy changes, which supports their service goals. The software is user-friendly and reduces errors by eliminating re-keying. American Specialty recommends NetRate to other MGAs for its speed and efficiency.

Insurance

CASE STUDY U.S. Risk, LLC

AIM and ImageRight help U.S. Risk, LLC, a specialty lines MGA, streamline workflows and centralize operations. Before using these Vertafore solutions, U.S. Risk managed paperwork and reports manually.... AIM now centralizes underwriting, accounting, and claims, while ImageRight routes work to the right people. The company automated payments and improved reporting accuracy. Policy issuance is now a single click, saving time and boosting productivity across 16 branches.

Insurance

CASE STUDY One80 Intermediaries

Surefyre helped One80 Intermediaries automate insurance workflows. One80 faced slow manual underwriting, disconnected systems, and hard agent onboarding. Surefyre automated underwriting, integrated s...ystems, and gave agents a digital platform. One80 saved 2.5 hours per policy. The new process made E&S placement faster and less paper-heavy. One80 can now grow business and onboard more agents.

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

M&A

Bain Capital Private Equity and Vista Equity Partners Acquire Vertafore From TPG - Bain Capital

Bain Capital Private Equity and Vista Equity Partners have entered into a definitive agreement to acquire Vertafore from TPG Capital. The acquisition, expected to close in the third quarter, aims to drive Vertafore's growth and customer satisfaction. Vertafore, a leader in insurance technology, serves over 500,000 insurance professionals with products like AMS360 and Sagitta.

M&A

Vertafore Announces Completion of Acquisition by Bain Capital Private Equity and Vista Equity Partners - Bain Capital

Vertafore has completed its acquisition by Bain Capital Private Equity and Vista Equity Partners. This transaction positions Vertafore, a leading provider of insurance software solutions, for accelerated growth and innovation under new ownership.

Awards

With its exceptional commitment to customer success, Vertafore receives the 2025 Excellence in Customer Service Award - PR Newswire

Vertafore has been honored with the 2025 Excellence in Customer Service Award, recognizing its outstanding dedication to supporting insurance industry clients through innovative software solutions and superior customer experience.

Partnership

Trucordia Teams Up With Vertafore - - Insurance Edge

Trucordia partners with Vertafore to enhance insurance solutions.

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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