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 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 pushed our online presence to the next level by providing a system that is exactly what we, and our customers, were looking for." - BILLIE GORRELL
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
"...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 facilitate Proposal & Quote Management?
How can Surefyre enhance your Workflow Management process?
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 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. |
|
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 |
|
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. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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. |
|
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 |
|
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. |
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 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 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 AI Tools Automate Reconciliation & Workflows
Vertafore has launched two new AI agents, Velocity AI Email Agent and Velocity AI Reconciliation Agent, to streamline insurance agency operations. These tools automate email workflows and carrier statement reconciliation, significantly reducing manual processing time and improving accuracy. Built on the Vertafore Velocity AI Platform, these innovations enhance operational efficiency and support business growth in the insurance sector.
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, 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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