Who Uses This Software?

Insurance agencies and brokerages for all insurance types.


Average Ratings

6 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

Vendor Details

  • Surefyre Systems
  • www.surefyre.co
  • Founded 2017
  • United States

About Surefyre

Manage and grow your business more efficiently than ever with modern CRM software designed specifically for insurance agents and brokers. Surefyre is powerful and easy to use with essential features like automatic document generation, commission tracking, marketing automation, integrated dialer, third party integrations with Google and others, custom workflows, robust reporting, and much more. Getting started is easy and free with our 30 day trial.


Spotlight-media-placeholder

Surefyre Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal

Surefyre Reviews Recently Reviewed!


Easy to use Google & Integrated Perfect For Insurance Sales

Oct 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 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.

Capterra-loader

Truly excellent software that has streamlined our process and increased productivity substantially.

Oct 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

Overall: 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.

We couldn't be happier the team know the meaning of true customer service.

May 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: This software is very easy to use although it was not all we needed when asked the team at Surfyre has customized it to our specifications and did so in a timely manner. I didn't think we could find this kind of software and service for the money. I am impressed and highly satisfied.

Cons: I really don't have any dislikes because anything I had issue with Surfyre resolved with customization of their product to my needs.

Capterra-loader

This is the best agency management product on the market!

May 17, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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!

Overall: Customization!!!

Amazing product with customer service that is above and beyond!

Apr 07, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The software is very user friendly and easy to navigate. If you need help or have a question, customer service is only one call away.

Cons: As a user, there are no cons I have come across. If I need help, it is a phone call away. The cost of this software is great.

Overall: This software is essential for any insurance company. The best around.

Capterra-loader

Surefyre CRM

Aug 09, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

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