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

How efficiently Does Surefyre manage your Proposal & Quote Management?

What benefits does Surefyre offer for Workflow Management?

4+ more Business Use Cases

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

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
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
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

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
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

Case Studies

Insurance

CASE STUDY Oyer, Macoviak and Associates

AMS360 from Vertafore helped Oyer, Macoviak and Associates automate office tasks using API integrations. The agency saved an hour per day per employee on manual work. They grew 16% last year and 26% ...this year without hiring more staff. Profits increased by over 30%. Claims processing now needs little to no paperwork. Workflows are faster and more consistent.

Insurance

CASE STUDY Wurth Insurance Agency

AgencyZoom helped Wurth Insurance Agency improve efficiency and client satisfaction. Todd Wurth chose AgencyZoom for its robust features and easy customization. The platform automated daily tasks lik...e renewals and claims, saving time for client service. Personalized onboarding made the transition smooth. The agency saw increased revenue and shared its success with other agents. Todd plans to use AgencyZoom for cross-selling and new business growth.

Insurance

CASE STUDY Hyland Insurance

Vertafore's AMS360, InsurLink, and other tools helped Hyland Insurance move to remote work in just 48 hours during the 2020 pandemic. The agency went fully paperless, using eDocs and TransactNOW to a...utomate document handling and save staff time. InsurLink gave clients a modern self-service portal to access policy info and pay bills online. Hyland improved productivity, client engagement, and market connectivity. The agency kept strong customer relationships and stayed efficient through digital transformation.

Insurance

CASE STUDY One80 Intermediaries

Surefyre's automation platform helped One80 Intermediaries fix slow, manual insurance workflows. One80 faced problems with manual underwriting, disconnected systems, slow agent onboarding, and no dat...a insights. Surefyre automated underwriting, connected systems, and gave agents a digital platform. One80 now has faster quoting, more new business, and better submissions. The portal makes E&S placement easier and less paper-heavy.

Insurance

CASE STUDY Keystone Agency Partners (KAP)

RiskMatch helped Keystone Agency Partners manage rapid growth after acquiring 19 agencies in three years. KAP faced challenges with different data systems and entry methods. RiskMatch unified data an...d improved access, leading to 80% adoption among partner agencies. KAP used insights from RiskMatch to boost operational efficiency and tailor services for different client segments. The solution helped KAP make better decisions and build a connected agency network.

Insurance

CASE STUDY MMG Insurance Company

TransactNOW helped MMG Insurance Company give real-time connectivity to its agency customers. MMG wanted to help agents work faster and more efficiently. They chose Vertafore's TransactNOW and other ...solutions after a short review. The company saw immediate return on investment, with transaction volumes exceeding expectations in the first week. Agents saved time on manual tasks and reported higher satisfaction. Data reliability also improved.

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

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.

Partnership

Trucordia ties up with Vertafore to streamline operations - Lifeinsurance International

Trucordia partners with Vertafore to improve their operations.

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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