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
"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
Peer review evidence (same sources as the product rating summary)
"...The document generation feature pulls data from the existing customer information database and helps agents prepare and send accords, new proposals and invoices...." Peer review
"...From full automation to high-touch underwriting, workflows can match your ideal business process...." The best workflow engine for modern MGAs and carriers
"...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
What makes Surefyre ideal for Proposal & Quote Management?
Why is Surefyre the best choice 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 |
|---|---|
|
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. |
|
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 |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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. |
|
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 |
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 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.
Insurtech Vertafore Introduces 6 AI Agents
Vertafore has launched its Velocity AI Platform and six AI agents designed to enhance insurance workflows. The platform integrates AI into core systems used by agencies, MGAs, and carriers, aiming to reduce manual processes and improve decision-making. Key agents include the Insurance Expert Agent, Portal Launcher Agent, and Submission Processing Agent, each offering specific capabilities to streamline operations and increase efficiency across the insurance distribution lifecycle.
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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