Surefyre: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: Surefyre
Brand: Surefyre
Rating: 4.56 (114 reviews)

4.56 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Submission automation platform for modern MGAs, wholesalers, and carriers

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

"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.

Surefyre Customer wins, Customer success stories, Case studies

How does Surefyre address your Proposal & Quote Management Challenges?

What solutions does Surefyre provide 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
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
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
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
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
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
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

BEVCO Insurance - Insurance

QQCatalyst helped BEVCO Insurance move from paper files to a digital platform. The agency used QQCatalyst to work remotely and automate daily tasks. Employees saved time with features like DocuSign i...ntegration and client communication tools. The new system let staff focus more on clients. BEVCO Insurance grew premiums by $250,000 after using QQCatalyst.

Connor Insurance Agency - Insurance

AMS360 by Vertafore helped Connor Insurance Agency move from paper-based processes to digital operations. The agency used AMS360 to centralize data, automate communications, and integrate with other ...business tools. This led to easier management of policies, claims, and client details. Automated emails improved client satisfaction, with nearly 700 positive reviews. When faced with losing a $50,000 carrier bonus, the agency's tech stack helped them stay financially stable.

DUAL Group - Insurance

MGA Systems helped DUAL Group modernize its insurance operations in Australia and New Zealand. The new system let brokers quote 10 times more business than before. DUAL Group increased straight-throu...gh processing of renewals and new quotes from 55% to 90-92%. They migrated 60,000 legacy policies and now manage over 200,000 policies online. The platform cut manual work, reduced errors, and boosted revenue by making quoting and policy management much faster.

ETA Insurance Group - Insurance

QQCatalyst helped ETA Insurance Group modernize its agency management. ETA moved to a paperless business model and automated many processes. The Agency Intelligence module enabled automated onboardin...g and marketing communications. Employees now respond to simple customer inquiries 80% faster. The agency improved efficiency and delivers a better customer experience.

Gillman Insurance Problem Solvers - Insurance

AMS360 and InsurLink helped Gillman Insurance Problem Solvers double their revenue in six years. The agency kept revenue per employee over $200,000 and maintained a retention rate in the 90th percent...ile. AMS360 automated tasks and reduced manual data entry. Employees became more productive and happier. Vertafore Client Communications improved marketing and client engagement.

Harbor Brenn Insurance Agencies - Insurance

AMS360 and Vertafore Client Communications help Harbor Brenn Insurance Agencies blend technology with personal service. The agency uses automation to reach thousands of personal lines clients. Automa...ted renewal review emails get a 42% open rate and high response rates. This process leads to more coverage conversations and increased umbrella policy sales. Employees use quick navigation features to work faster and serve clients better.

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

M&A 25/06/2025

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 25/06/2025

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 23/04/2025

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 09/12/2024

Trucordia Teams Up With Vertafore - - Insurance Edge

Trucordia partners with Vertafore to enhance insurance solutions.

More Surefyre News...

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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