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

"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 understa...nds the P&C business and can implement solutions quickly and effectively. They are a valued partner in the ongoing success and growth of our business." - Tom Gillingham

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 makes Surefyre ideal 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

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

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

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

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

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

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 Harbor Brenn Insurance Agencies

AMS360 and Vertafore Client Communications help Harbor Brenn Insurance Agencies blend technology and empathy. The agency uses automation to serve thousands of personal lines clients while keeping a p...ersonal touch. AMS360’s quick navigation features make daily work easier and more efficient. Automated renewal review emails get a 42% open rate and high responses, leading to more coverage conversations and increased umbrella policy sales. Vertafore’s solutions let the agency grow while staying connected to its community.

Insurance

CASE STUDY Gillman Insurance Problem Solvers

AMS360 and InsurLink helped Gillman Insurance Problem Solvers modernize their agency. They used Vertafore solutions to automate tasks and improve client engagement. The agency nearly doubled revenue ...in six years while adding only one or two staff. They kept revenue per employee over $200,000 and retention rates in the 90th percentile. AMS360 and InsurLink made work easier for both clients and employees.

Insurance

CASE STUDY SeibertKeck Insurance Partners

InsurLink helped SeibertKeck Insurance Partners improve client retention. The agency used InsurLink to give clients self-service options. This made it easier for customers to get certificates and man...age their needs. The solution also lowered costs by reducing the need to process physical checks. Employees could focus on higher-value tasks, making service better for clients. The agency kept its small-business feel while growing fast.

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 BEVCO Insurance

QQCatalyst helped BEVCO Insurance move from paper files to a digital platform. The system made daily work faster and let employees work from anywhere. BEVCO used QQCatalyst to automate tasks and conn...ect with clients by text and email. The agency grew premiums by $250,000 after using QQCatalyst. Work that once took days now takes minutes.

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.

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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