Who Uses This Software?

Insurance solution that assists small to midsize insurance firms with policy quotations, submission automation, underwriting and approvals.

Average Ratings

15 reviews
  • Overall 4.9/5
  • Ease of Use 4.8/5
  • Customer Service 5/5
  • Features 4.8/5
  • Value for Money 5/5

Product Details

  • Free Version No
  • Free Trial No
  • Deployment Cloud, SaaS, Web
  • Training Live Online
    Webinars
    Documentation
  • Support Business Hours
    Online

Vendor Details

  • Surefyre Systems
  • https://www.surefyre.co
  • Founded 2017

About Surefyre

Surefyre is the platform that insurance runs on. Our software is used by insurers to work seamlessly with agents, easily capture business, automate team management, underwrite efficiently, manage policies, and much more. We allow insurers and agents to easily connect and do business without thinking about technology. Get in touch today to learn how we are bringing the industry together and changing the way business is done in insurance.

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Surefyre Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Insurance Rating
  • Life & Health
  • Property & Casualty
  • Quote Management
Vendor has not completed this information.

Surefyre Most Helpful Reviews

Surefyre CRM

Reviewed on 2018/08/09
Tammy B.
Owner
Insurance, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.

Pros: Customer service and his team have given insurmountable value to our small brokerage firm. We needed a customizable CRM and they delivered what I feel has been the best product I've seen. They are supportive, speak in a language we all understand and have never given us push-back when we ask difficult questions.

Cons: As with any CRM there are challenges to operation but customer service executive made sure everything ran smoothly when given the question or issue at hand.

Easy to use Google & Integrated Perfect For Insurance Sales

Reviewed on 2017/10/31
Verified Reviewer
Insurance Agent
Insurance
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: I use the software on a daily basis to sell commercial insurance lines: General Liability, Commercial Auto, Excess, Payroll, Work Comp, Inland Marine, Bonds Etc. Anybody with any relevant office experience should be able to learn easily.
Google integrated and internet based platform with tabs for outbound email and click to add calendar
Create &/or scrape databases to build individual files
General tab has all client info including ability to easily save email and other relevant info
Generate notes at the bottom of each file & tagging features to notify team members
Easy to add products with a status "Deal Close/Quoted/2nd Call/Docs Out" and their corresponding prices when the sale is closed
Easily generate excel reports for each salesperson, product etc.
File/Document Generator (Insurance Certificates) & Echo Sign Integrated

Cons: Cannot Call Directly From Software
Can add to calendar but not remove
Would be nice to integrate into google drive one day.

User Friendly

Reviewed on 2018/11/27
Mallory H.
Account Manager
Insurance, 13-50 Employees
Used the Software for: 1+ year
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: This system has allowed for reporting to be created without utilizing spreadsheets manually. System intergration, tag features, and customer support have made this system essential for our company moving forward.

Pros: User friendly system that allows intergration with other systems for enrollment services. This system allows customization with reporting, layout, etc. Customer support is amazing with fast response times to any questions or concerns.

Cons: Not really a con for the software but figuring out what type of report you want to create and filtering the way that you need to takes a moment. This is mainly a user issue, not a software issue. Reporting is easy to read and customizable.

Great Product

Reviewed on 2018/11/27
Jason M.
Insurance Enrollment Specialist
Insurance, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source 
4/5
Overall
3/5
Ease of Use
3/5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: The software is user friendly and easy to learn.

Cons: Nothing - everything works wonderfully, easy to use, and has an easy user-face.

ease of quoting

Reviewed on 2019/09/25
Verified Reviewer
Senior lines personal agent, PLCS
Insurance, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source 
4/5
Overall
4/5
Ease of Use
4/5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: I use this program for quoting through one of our companies. It has a good layout

Cons: doesn't always work the best however. Have to make sure that you are using the correct web browser

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