# Surefyre Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Surefyre the right Sales Tracking solution for you? Explore 17 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/168321/Surefyre/reviews --- Surefyre 4.6 (17) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Surefyre Ease of use 4.6 Customer Service 4.7 ## Showing most helpful reviews Showing 1-17 of 17 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ingrid V. Insurance Doctor Insurance Used the software for: 2+ years ### "Great to communicate with customers" March 5, 2020 5.0 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 VR Verified Reviewer Insurance Agent Insurance Used the software for: 6-12 months ### "Easy to use Google & Integrated Perfect For Insurance Sales" October 31, 2017 5.0 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 CM Cody M. IT Insurance Used the software for: Less than 6 months ### "Beta Trash" August 1, 2023 1.0 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 Tammy B. Owner Insurance Used the software for: 6-12 months ### "Surefyre CRM" August 9, 2018 5.0 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 Noah K. Lead Underwriter Used the software for: 6-12 months ### "Truly excellent software that has streamlined our process and increased productivity substantially." October 31, 2017 5.0 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 MH Mallory H. Account Manager Insurance Used the software for: 1-2 years ### "User Friendly" November 27, 2018 5.0 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 Andrew H. COO Insurance Used the software for: 6-12 months ### "Efficiency and Flexibility" November 27, 2018 5.0 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 JC B. President Used the software for: Less than 6 months ### "This is the best agency management product on the market!" May 17, 2018 5.0 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 Andrew D. Driver Internet Used the software for: Less than 6 months ### "Great service!" November 29, 2018 5.0 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 SS Shonda S. Claims Administrator/Enrollment Specialist Insurance Used the software for: 2+ years ### "Very User Friendly and Support is Outstanding" November 27, 2018 5.0 Pros Ease of use, Reporting, Support, Interfacing with Other Systems Cons I have no complaints about this software. Review Source GL Gail L. Manager / Administration Used the software for: Less than 6 months ### "We couldn't be happier the team know the meaning of true customer service." May 24, 2018 5.0 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. Review Source VR Verified Reviewer Senior lines personal agent, PLCS Insurance Used the software for: Less than 6 months ### "ease of quoting" September 25, 2019 4.0 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 TL Tabetha L. Agent Used the software for: Less than 6 months ### "Amazing product with customer service that is above and beyond!" April 7, 2018 5.0 This software is essential for any insurance company. The best around. 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. Review Source KE Kelsey E. Agent Insurance Used the software for: Less than 6 months ### "Great" November 27, 2018 5.0 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 SB Shannon B. Enrollment Administrator Insurance Used the software for: Less than 6 months ### "Awesome system and Super Easy to learn!" November 27, 2018 5.0 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 JM Jason M. Insurance Enrollment Specialist Insurance Used the software for: Less than 6 months ### "Great Product" November 27, 2018 4.0 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 CH Cindy H. Enrollment Specialist Insurance Used the software for: Less than 6 months ### "N/A" November 29, 2018 5.0 Pros Very easy to navigate around in. Easy to locate customers Cons Really no cons I can think of. Very user friendly. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.