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About Surefyre

The best automation software for modern P&C MGAs, wholesalers, and carriers. Submit, quote, and issue with ease.

Learn more about Surefyre

Pros:

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.

Cons:

Nothing, and I can't stress this enough, NOTHING works.

Surefyre ratings

Average score

Ease of Use
4.6
Customer Service Software
4.7
Features
4.6
Value for Money
4.8

Likelihood to recommend

8.9/ 10

Surefyre has an overall rating of <span class="">4.6</span> out 5 stars based on <span class="">17</span> user reviews on Capterra.

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Filter reviews (17)

Ingrid
Ingrid
Insurance Doctor in Argentina
Verified LinkedIn User
Insurance Software, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Great to communicate with customers

5.0 5 years ago

Comments: 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.

Verified Reviewer
Verified LinkedIn User
Insurance Software
Used the Software for: 6-12 months
Reviewer Source

Easy to use Google & Integrated Perfect For Insurance Sales

5.0 7 years ago

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.

Cody
IT in US
Insurance Software, 201–500 Employees
Used the Software for: 1-5 months
Reviewer Source

Beta Trash

1.0 last year

Comments: 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

Tammy
Tammy
Owner in US
Verified LinkedIn User
Insurance Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Surefyre CRM

5.0 6 years ago

Comments: 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.

Noah
Noah
Lead Underwriter in US
Verified LinkedIn User
Used the Software for: 6-12 months
Reviewer Source

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

5.0 7 years ago

Comments: 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.

Mallory
Account Manager in US
Insurance Software, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

User Friendly

5.0 6 years ago

Comments: 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.

Andrew
Andrew
COO in US
Verified LinkedIn User
Insurance Software, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Efficiency and Flexibility

5.0 6 years ago

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.

JC
JC
President in US
Verified LinkedIn User
Used the Software for: 1-5 months
Reviewer Source

This is the best agency management product on the market!

5.0 7 years ago

Comments: 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!

Andrew
Andrew
Driver in US
Verified LinkedIn User
Internet, 1,001–5,000 Employees
Used the Software for: 1-5 months
Reviewer Source

Great service!

5.0 6 years ago

Comments: 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.

Verified Reviewer
Verified LinkedIn User
Insurance Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

ease of quoting

4.0 5 years ago

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

Shonda
Claims Administrator/Enrollment Specialist in US
Insurance Software, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Very User Friendly and Support is Outstanding

5.0 6 years ago

Pros:

Ease of use, Reporting, Support, Interfacing with Other Systems

Cons:

I have no complaints about this software.

Gail
Manager / Administration in US
Used the Software for: 1-5 months
Reviewer Source

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

5.0 7 years ago

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.

Tabetha
Agent in US
Used the Software for: 1-5 months
Reviewer Source

Amazing product with customer service that is above and beyond!

5.0 7 years ago

Comments: 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.

Kelsey
Agent in US
Insurance Software, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Great

5.0 6 years ago

Comments: 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.

Shannon
Enrollment Administrator in US
Insurance Software, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Awesome system and Super Easy to learn!

5.0 6 years ago

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.

Jason
Insurance Enrollment Specialist in US
Insurance Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Great Product

4.0 6 years ago

Pros:

The software is user friendly and easy to learn.

Cons:

Nothing - everything works wonderfully, easy to use, and has an easy user-face.

Cindy
Enrollment Specialist in US
Insurance Software, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

N/A

5.0 6 years ago

Pros:

Very easy to navigate around in. Easy to locate customers

Cons:

Really no cons I can think of. Very user friendly.