--- 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" --- # Surefyre Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 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/)[Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Knowledge Base](https://www.capterra.com/knowledge-base-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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.vertafore.com/&name=Surefyre) ## 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 (150)](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 4.6 (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 (1,003)](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 (910)](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 (18,807)](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 [4.4 (226)](https://www.capterra.com/p/227088/Salesforce-Starter/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% 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, enrollment specialists, and account managers who need to streamline quoting, applications, and policy onboarding. Underwriters, claims and administrative teams rely on it to manage case workflows and documentation, while IT staff and executives use it to support integrations, oversight, and operational efficiency. Answer based on 17 reviews Overview ### What company size and specific industries is Surefyre built for? Surefyre is designed for property and casualty MGAs, MGUs, wholesalers, and insurers of all sizes, especially organizations in the insurance sector that need software tailored to underwriting, distribution, and policy operations. Features and Usability ### What are the key features of Surefyre? Surefyre offers CRM, configurable workflow, and dashboard tools for agency operations, plus broker/agent portal and self service portal access. Its insurance functions include comparative insurance rating, rating engine, quotes/estimates, policy management, underwriting management, commission management, renewal management, document management, and multi-channel communication. Getting Started and Support ### What training and onboarding options does Surefyre offer? Surefyre provides live online sessions, webinars, and documentation to help teams get started. Live online sessions and webinars support guided training and scheduled instruction, while documentation offers written reference material for self-paced review and step-by-step guidance on product features and setup. Getting Started and Support ### What customer support options does Surefyre offer? Surefyre provides chat support for customer assistance. Support quality feedback is not available here, so user experience with response times, helpfulness, or common issues cannot be described from the catalog data provided. ## Features AI summary Based on 5,027 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** (**45%**) - **Reporting/Analytics** (**39%**) Surefyre supports all three features that reviewers identify as most important: **Sales Pipeline Management**, **Lead Management**, and **Reporting/Analytics**. Together, these capabilities help businesses track deals through each stage, organize and follow up with prospects more effectively, and monitor performance with clearer insight, allowing teams to improve sales visibility and make better decisions. 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 5(14) 4(2) 3(0) 2(0) 1(1) Mentioned topic Sorted by most recent CM Cody M. IT Insurance ### "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 0/10 August 1, 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. Ingrid V. Insurance Doctor Insurance ### "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 5, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Senior lines personal agent, PLCS Insurance ### "ease of quoting" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 September 25, 2019 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CH Cindy H. Enrollment Specialist Insurance ### "N/A" 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 29, 2018 Pros Very easy to navigate around in. Easy to locate customers Cons Really no cons I can think of. Very user friendly. 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. Andrew D. Driver Internet ### "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 November 29, 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. KE Kelsey E. Agent Insurance ### "Great" 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 9/10 November 27, 2018 So far the best. Pros The software is very user friendly and easy to navigate. Cons I really haven't come across any issues or dislikes because anything I had issue with Surfyre resolved to fit my needs. 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. SS Shonda S. Claims Administrator/Enrollment Specialist Insurance ### "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 27, 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. SB Shannon B. Enrollment Administrator Insurance ### "Awesome system and Super Easy to learn!" 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 27, 2018 Pros It's easy to learn, quick and easy to navigate and awesome to use! Cons Some information doesn't sync to other pages like I would like, but easy to copy/paste, so it's not a big issue. 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. MH Mallory H. Account Manager Insurance ### "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 27, 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. JM Jason M. Insurance Enrollment Specialist Insurance ### "Great Product" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 November 27, 2018 Pros The software is user friendly and easy to learn. Cons Nothing - everything works wonderfully, easy to use, and has an easy user-face. 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.