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
"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)
"...Surefyre’s services team scope out every request, evaluate proposed solutions, and offer time saving, essential API integrations...." Testimonial by Ashley Dodge, Marketing Director, Bigfoot
"...Easy to manipulate account information to better fit our enrollment workflow. ...." Peer review by Andrew H., COO, Insurance
"...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 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.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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. |
|
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. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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. |
|
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. |
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 earns fourth consecutive Excellence
Vertafore has been awarded the 2026 Excellence in Customer Service Award by the Business Intelligence Group for the fourth consecutive year, highlighting its leadership in customer satisfaction within the insurance technology sector. The award recognizes Vertafore's commitment to high-quality customer interactions and its use of AI-powered tools to enhance customer support.
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.
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.
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.
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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