--- title: "Surefyre Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Surefyre Software - reviews, pricing plans, popular comparisons to other Sales Tracking products and more." source_url: "https://www.capterra.com/p/168321/Surefyre/" page_type: "product" language: "en" publication_date: "2026-09-30" --- # Surefyre Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 30, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Surefyre ## 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. ## What is Surefyre used for? [Commercial Insurance](https://www.capterra.com/commercial-insurance-software/)[Knowledge Base](https://www.capterra.com/knowledge-base-software/)[Form Builder](https://www.capterra.com/form-builder-software/) Top alternative Featured Overall rating Based on 17 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $2000 Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Surefyre?[Manage this product listing](https://www.g2.com/products/surefyre/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Surefyre 4.6 (17) VS. [4.7 (151)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting Price $2000 Per Month Starting Price $40 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (17) Ease Of Use 4.7 (10) Value For Money 4.8 (13) Value For Money 4.6 (5) Customer Service 4.7 (15) Customer Service 4.7 (9) ## Surefyre alternatives [4.2 (1,009)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (18,833)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.6 (6,130)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## FAQs about Surefyre Overview ### Which roles and teams benefit most from Surefyre? Surefyre is most used by insurance agents, account managers, and personal-lines staff who manage client policies, enrollment, and service requests. Underwriters and claims or enrollment administrators use it to organize policy information and process workflows, while IT teams and business leaders oversee system administration, operations, and day-to-day insurance delivery. Answer based on 17 reviews Overview ### What company size and specific industries is Surefyre built for? Surefyre is designed for property and casualty managing general agents, managing general underwriters, wholesalers, and insurers. The product is built for organizations in the insurance sector rather than for a specific company size, making it a fit for businesses operating across underwriting and distribution roles. Features and Usability ### What are the key features of Surefyre? Surefyre offers CRM and contact management, configurable workflow and task management, and a broker/agent portal with self-service access. It also includes comparative insurance rating, quotes/estimates, policy management, underwriting management, commission management, reporting/analytics, and multi-channel communication for commercial and personal insurance workflows. Getting Started and Support ### What training and onboarding options does Surefyre offer? Surefyre provides live online sessions, webinars, and documentation to support team training. Live online sessions and webinars can guide users through product setup and feature overviews, while documentation offers written reference material for self-paced review and later consultation. Getting Started and Support ### What customer support options does Surefyre offer? Surefyre provides chat support for customer questions and account help. No reviewer feedback is available on support experience, so the user experience with response speed, helpfulness, or consistency cannot be described from the catalog data. ## Features AI summary Based on 5,061 Sales Tracking reviews Capterra data shows that buyers of sales tracking software rank the following features as their top priorities: - **Sales Pipeline Management** (**51%** of reviewers rated this feature as critical) - **Lead Management** (**46%**) - **Reporting/Analytics** (**39%**) Surefyre supports all three features that reviewers rate most highly: **Sales Pipeline Management**, **Lead Management**, and **Reporting/Analytics**. Together, these capabilities help businesses track opportunities through each stage of the funnel, manage leads more effectively, and monitor performance with clear data, allowing teams to make better sales decisions and improve follow-up efforts. Commission Management 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Tracking, calculating, and paying commissions and earnings to employees Contact Management 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Document Management 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Insurance Policy Management 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Quotes/Estimates 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Reinsurance Administration 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Consolidation of data from multiple sources, products, and systems to manage the reinsurance process. Surefyre 40 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Broker/Agent Portal: Online portal for brokers/agents to add, edit, update or access required information - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc. - Carrier Upload: Upload documents provided by Insurance Carriers - Commercial: Specialized for organizations who focus on commercial projects and processes - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Comparative Insurance Rating: Rate insurance claims based on comparative instances - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - For Long Term Care: Specifically for long term care providers - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Insurance Policy Processing: Process new insurance policies or modifications to existing policies. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Multi-State: Pay employees in multiple states with correct tax deduction amounts in each - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Policy Issuance: Process of creating insurance policies and assigning them to policyholders - Policy Management: Create, manage, and track policies and procedures within an organization - Quotes/Estimates: Generate quotes or estimates for customers - Rating Engine: The calculation of a price/premium based on specific variables. - Reinstatement Tracking: Track policy reinstatements after policies have been canceled - Reinsurance Administration: Consolidation of data from multiple sources, products, and systems to manage the reinsurance process. - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Assessment: Initiate collection and analysis of known risks - Sales Pipeline Management: Pipeline view and tracking lead status - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Task Management: Create, manage and track all task activities and progression - Underwriting Management: Manage the review process to determine financial risk on a loan or application - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (17) 4.6 Based on 17 reviews ## Pricing Value for money 4.8 (13) Basic $2,000 Per Month Value for money 4.8 (13) 4.8 Based on 13 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (15) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (15) 4.7 Based on 15 reviews ## User reviews Overall rating 4.6 Based on 17 reviews Filter by rating Counts reflect reviews available in this feed. 5(14) 4(2) 3(0) 2(0) 1(1) Mentioned topic Recent reviews first, then most helpful RE Reviewer Insurance Doctor Used the software for: 3-5 years ### "Great to communicate with customers" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 9, 2020 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Insurance Agent Used the software for: Less than 1 year ### "Easy to use Google & Integrated Perfect For Insurance Sales" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 3, 2017 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer IT Used the software for: Less than 1 year ### "Beta Trash" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 August 3, 2023 screaming into the void Pros The only positive thing I can say about SureFyre is that it was cheap Cons nothing, and I can't stress this enough, NOTHING works Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner Used the software for: Less than 1 year ### "Surefyre CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 10, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Lead Underwriter Used the software for: Less than 1 year ### "Truly excellent software that has streamlined our process and increased productivity substantially." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 3, 2017 The document generator is the biggest benefit for us. We are able to generate various applications/forms from various carriers in seconds, where as if they were to be filled out manually, it could take 10-20 minutes per. Pros Our brokerage has been using the Surefyre software for about 9 months now and it has been nothing short of incredible. Going from our old platform to Surefyre was night and day. We have grown by about 15% this year (volume wise) and our back end staff is actually capable of taking on quite a bit more, due in part to new efficiency brought on by using this software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Account Manager Used the software for: 1-3 years ### "User Friendly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 30, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer COO Used the software for: Less than 1 year ### "Efficiency and Flexibility" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 30, 2018 Pros Easy to manipulate account information to better fit our enrollment workflow. Cons Since our last CRM was so simple and rigid, it was difficult to learn all of the different ways we could use the system. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer President Used the software for: Less than 1 year ### "This is the best agency management product on the market!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 21, 2018 Customization!!! Pros The customization is unsurpassed. There is nothing like this out there. For us commercial producers, having the ability to complete multiple vendor apps at once is and will save my company hundreds of man hours. I wish this platform started long ago. Cons The challenge is setup. Since I'm a perfectionist I obsess over the details again and again. Once you get past the setup, this product is a dream! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Driver Used the software for: Less than 1 year ### "Great service!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 3, 2018 The software is versatile, easy to use, and evolves with your business needs. The team behind the product is a huge asset! Pros Surefyre is easy to use and able to integrate with other systems we use. Their team is always open to suggestions and will work with you so it fits your needs. Cons Occasional glitches, but no more than you have with any other software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Claims Administrator/Enrollment Specialist Used the software for: 3-5 years ### "Very User Friendly and Support is Outstanding" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 30, 2018 Pros Ease of use, Reporting, Support, Interfacing with Other Systems Cons I have no complaints about this software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/168321/Surefyre/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.