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.

Other priorities:

See all business priorities See less business priorities

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

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 solutions does Surefyre provide for Proposal & Quote Management?

How does Surefyre address your Workflow Management Challenges?

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 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
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
CUSTOMERS TESTIMONIALS
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
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
 

SPG Partners with Vertafore to Accelerate Submissions and Boost Efficiency

Specialty Program Group LLC has partnered with Vertafore to implement the Surefyre platform, enhancing digital experiences and operational efficiency for its retail agencies. This AI-enabled, low-cod...e/no-code platform streamlines underwriting and quoting for property and casualty business, providing significant time savings. The partnership aims to leverage AI capabilities for future efficiencies, with new tools like a PDF-to-webform conversion feature launching soon.

Read more →

American Specialty Insurance & Risk Services, Inc. - Insurance

NetRate helps American Specialty Insurance manage risk for sports and entertainment clients. The company needed fast, efficient rating software to keep up with changing markets. NetRate offers quick ...processing and easy changes, which supports their service goals. The software is user-friendly and reduces errors by eliminating re-keying. American Specialty recommends NetRate to other MGAs for its speed and efficiency.

Read more →

U.S. Risk, LLC - Insurance

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.

Read more →

FCCI Insurance Group - Insurance

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.

Read more →

SeibertKeck Insurance Partners - Insurance

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.

Read more →

BEVCO Insurance - 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.

Read more →
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

?

for Surefyre

Top Failure Risks for Surefyre

Vertafore, Inc News

Partnership

Specialty Program Group partners with Vertafore to streamline submissions and boost operational efficiency | Vertafore

Specialty Program Group (SPG) has partnered with Vertafore to implement Surefyre, an AI-enabled underwriting workbench and agent portal. This collaboration aims to enhance SPG's digital capabilities for retail agencies, streamline operations, and integrate seamlessly with existing systems like AIM and ImageRight. Surefyre's AI features promise immediate efficiency gains and future advancements, supporting SPG's long-term growth and operational efficiency.

Read more →
Partnership

SPG and Vertafore team up to streamline insurance processes

Vertafore has partnered with Specialty Program Group (SPG) to enhance digital experiences and operational efficiency for SPG's retail agencies. The collaboration involves the adoption of Vertafore's Surefyre, an AI-enabled, low-code/no-code platform, which streamlines insurance processes and integrates with SPG's core systems. This partnership aims to support SPG's growth and AI initiatives by simplifying submissions and optimizing risk selection.

Read more →
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.

Read more →
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.

Read more →

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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