Surefyre

Surefyre

by Surefyre Systems

Who Uses Surefyre?

P&C MGAs, wholesalers, and insurers.

What Is Surefyre?

Surefyre is the best automation software for P&C MGAs, wholesalers, and carriers. Automate the submit-quote-bind-issue processes with no-code configuration and a great user experience. Easily connect with your agents and integrate with virtually any 3rd party system. Get in touch today to learn how we are bringing the industry together and changing the way business is done in insurance.

Surefyre Details

Surefyre Systems

https://www.surefyre.co

Founded 2017

Surefyre Pricing Overview

Surefyre does not have a free version and does not offer a free trial. See additional pricing details for Surefyre below.

Free Version

No

Free Trial

No

Deployment

Cloud, SaaS, Web

Training

Live Online

Webinars

Documentation

Support

Business Hours

Online

Surefyre Features

Commercial Insurance Software
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Surefyre Reviews

Showing 5 of 16 reviews

Overall
4.9/5
Ease of Use
4.8/5
Customer Service
5/5
Features
4.8/5
Value for Money
5/5
Ingrid V.
Insurance Doctor
Insurance, 1 001-5 000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2020/03/05

"Great to communicate with customers"

Comments: I look up customer information that we have on Surefyre in order to streamline my workflow or communicate with patients in order to review or confirm information.

Pros: Every single piece of information that I need can be found on this software thanks to my company and the developers.

Cons: Very difficult to get into at first, once you get the hang of it then it is very easy. Until then, it can be frustrating.

  • Reviewer Source 
  • Reviewed on 2020/03/05
Verified Reviewer
Insurance Agent
Insurance
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2017/10/31

"Easy to use Google & Integrated Perfect For Insurance Sales"

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.

  • Reviewer Source 
  • Reviewed on 2017/10/31
Mallory H.
Account Manager
Insurance, 13-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2018/11/27

"User Friendly"

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.

  • Reviewer Source 
  • Reviewed on 2018/11/27
Jason M.
Insurance Enrollment Specialist
Insurance, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    4/5
  • Ease of Use
    3/5
  • Features & Functionality
    3/5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2018/11/27

"Great Product"

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

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

  • Reviewer Source 
  • Reviewed on 2018/11/27
Tammy B.
Owner
Insurance, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2018/08/09

"Surefyre CRM"

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.

  • Reviewer Source 
  • Reviewed on 2018/08/09