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

Product Details

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.

Contact Details

Surefyre Systems

https://www.surefyre.co

Founded in 2017

Located in United States

No Media

Starting Price

  • Not provided by vendor

Free Demo

  • Yes

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

Surefyre Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Policy Management
Insurance Rating
Life & Health
Property & Casualty
Quote Management

Surefyre Reviews

Showing 5 of 15 reviews
Overall
4.9/5
Ease of Use
4.8/5
Customer Service
5/5
Verified Reviewer
Insurance, Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 31, 2017

“Easy to use Google & Integrated Perfect For Insurance Sales”

ProsI 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
ConsCannot Call Directly From Software Can add to calendar but not remove Would be nice to integrate into google drive one day.
Reviewer Source 
Source: Capterra
October 31, 2017
Mallory H.
Account Manager
Insurance, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
November 27, 2018

“User Friendly”

OverallThis 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.
ProsUser 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.
ConsNot 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 
Source: Capterra
November 27, 2018
Avatar Image
Tammy B.
Owner
Insurance, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
August 9, 2018

“Surefyre CRM”

OverallOverall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.
ProsCustomer 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.
ConsAs 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 
Source: Capterra
August 9, 2018
Avatar Image
Noah K.
Lead Underwriter
Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 31, 2017

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

OverallThe 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.
ProsOur 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.
Reviewer Source 
Source: Capterra
October 31, 2017
Shonda S.
Claims Administrator/Enrollment Specialist
Insurance, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
November 27, 2018

“Very User Friendly and Support is Outstanding”

ProsEase of use, Reporting, Support, Interfacing with Other Systems
ConsI have no complaints about this software.
Reviewer Source 
Source: Capterra
November 27, 2018