Surefyre Overview

Surefyre is configurable underwriting automation software that eliminates manual work. It maximizes efficiency for any P&C MGA, wholesaler, or carrier.

Use Cases

Customers recommend Proposal & Quote Management, Workflow Management, Lead Tracking, as the business use cases that they have been most satisfied with while using Surefyre.

Other use cases:

  • Sales Commission Management
  • Relationship Management
  • Generation Of New Leads
  • Sending & Publishing Communications
See all use cases See less use cases

Business Priorities

Improve Digital And Social Presence and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Surefyre.

Other priorities:

See all business priorities See less business priorities

Surefyre Use-Cases and Business Priorities: Customer Satisfaction Data

Surefyre works with different mediums / channels such as Phone Calls. and E-Mail.

Reviews

"Surefyre has consistently exceeded all expectations. From staying ahead of the industry in innovation, to always meeting product development goals and timelines, Surefyre is well ahead of their competition by leaps and bounds. Their product is easy ...to use, well received by our clients, and has pushed our online presence to the next level by providing a system that is exactly what we, and our customers, were looking for." - BILLIE GORRELL

Surefyre, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Surefyre

Top Industries

  • Insurance
  • Hospital & Health Care
  • Internet

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Surefyre is popular in Insurance, Hospital & Health Care, and Internet and is widely used by Small Business, Mid Market, and Enterprise.

Surefyre Customer wins, Customer success stories, Case studies

What solutions does Surefyre provide for Proposal & Quote Management?

Why is Surefyre the best choice for Workflow Management?

16 buyers and buying teams have used Cuspera to assess how well Surefyre solved their CRM needs. Cuspera uses 114 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS TESTIMONIALS
Surefyre testimonial

BILLIE GORRELL

PRESIDENT

Ashley
Surefyre has consistently exceeded all expectations. From staying ahead of the industry in innovation, to always meeting product development goals and timelines, Surefyre is well ahead of their competition by leaps and bounds. Their product is easy to use, well received by our clients, and has push...ed our online presence to the next level by providing a system that is exactly what we, and our customers, were looking for.

Testimonial By BILLIE GORRELL
Surefyre testimonial

ANDREW HETZLER

COO

Amercian Exchange
Surefyre has saved the company time and money. After we moved to Surefyre, we found the system to be faster, more secure and much more flexible than our previous system. Since Surefyre is designed intuitively, it is easier to train new agents on our systems and processes. Testimonial By ANDREW HETZLER
Surefyre testimonial

Tom Gillingham

Managing Director

NFP
After laboring on a proprietary solution for nearly six months we decided to demo Surefyre. What a great decision. Four weeks later Surefyre launched and we began accepting submissions mapped directly to our rating module. The Surefyre team understands the P&C business and can implement solutions q...uickly and effectively. They are a valued partner in the ongoing success and growth of our business.

Testimonial By Tom Gillingham
CUSTOMERS TESTIMONIALS
Surefyre testimonial

BILLIE GORRELL

PRESIDENT

Ashley
Surefyre has consistently exceeded all expectations. From staying ahead of the industry in innovation, to always meeting product development goals and timelines, Surefyre is well ahead of their competition by leaps and bounds. Their product is easy to use, well received by our clients, and has push...ed our online presence to the next level by providing a system that is exactly what we, and our customers, were looking for.

Testimonial By BILLIE GORRELL
Surefyre testimonial

ANDREW HETZLER

COO

Amercian Exchange
Surefyre has saved the company time and money. After we moved to Surefyre, we found the system to be faster, more secure and much more flexible than our previous system. Since Surefyre is designed intuitively, it is easier to train new agents on our systems and processes. Testimonial By ANDREW HETZLER
Surefyre testimonial

Tom Gillingham

Managing Director

NFP
After laboring on a proprietary solution for nearly six months we decided to demo Surefyre. What a great decision. Four weeks later Surefyre launched and we began accepting submissions mapped directly to our rating module. The Surefyre team understands the P&C business and can implement solutions q...uickly and effectively. They are a valued partner in the ongoing success and growth of our business.

Testimonial By Tom Gillingham
 

SPG Partners with Vertafore to Accelerate Submissions and Boost Efficiency

Specialty Program Group LLC has partnered with Vertafore to implement the Surefyre platform, enhancing digital experiences and operational efficiency for its retail agencies. This AI-enabled, low-cod...e/no-code platform streamlines underwriting and quoting for property and casualty business, providing significant time savings. The partnership aims to leverage AI capabilities for future efficiencies, with new tools like a PDF-to-webform conversion feature launching soon.

Read on →

BEVCO Insurance - Insurance - insurance

QQCatalyst helped BEVCO Insurance move from paper files to a digital platform. The agency used QQCatalyst to work remotely and automate daily tasks. Employees saved time with features like DocuSign i...ntegration and client communication tools. The new system let staff focus more on clients. BEVCO Insurance grew premiums by $250,000 after using QQCatalyst.

Read on →

Jones & Wenner Insurance, Inc. - Insurance - Insurance

ReferenceConnect helped Jones & Wenner Insurance, Inc. improve how they work. The agency used ReferenceConnect to make operations more efficient. This let them take a proactive approach with customer...s. They built stronger customer relationships and grew their business. The solution supported agency growth and better service.

Read on →

American Specialty Insurance & Risk Services, Inc. - Insurance - insurance

NetRate helps American Specialty Insurance manage risk for sports and entertainment clients. The company needed fast, efficient rating software to keep up with changing markets. NetRate offers quick ...processing and easy changes, which supports their service goals. The software is user-friendly and reduces errors by eliminating re-keying. American Specialty recommends NetRate to other MGAs for its speed and efficiency.

Read on →

Oyer, Macoviak and Associates - Insurance - insurance

AMS360 APIs helped Oyer, Macoviak and Associates automate office tasks and save time. The agency used API integrations to cut 15 hours a week from marketing work. AMS360 let them standardize workflow...s and reduce paperwork for claims. They grew 16% in one year and 26% the next without hiring more staff. Profits increased by over 30%. Employees now save an hour a day on manual processes.

Read on →

Hyland Insurance - Insurance - Insurance

Vertafore helped Hyland Insurance go fully paperless and automate workflows. The agency used AMS360, InsurLink, and TransactNOW to support remote work and improve client digital experience. Staff sav...ed time with automation and self-service tools. Hyland maintained strong client relationships using InsurLink and Agency Revolution. Integration of Vertafore products made the agency more proactive and efficient.

Read on →
lightning

Peers used Surefyre for proposal & quote management and workflow management

Surefyre Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.05/5 ★

Read Reviews (15)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.05/5 ★

Read Reviews (15)

Software Failure Risk Guidance

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for Surefyre

Top Failure Risks for Surefyre

Vertafore, Inc News

Product

Vertafore introduces Velocity AI Platform and AI agents to power ...

Vertafore has launched the Velocity AI Platform and six AI agents designed to enhance insurance workflows for agencies, MGAs, and carriers. These innovations aim to reduce manual tasks, improve decision-making, and accelerate processes across the insurance lifecycle. The AI agents, integrated into existing systems, offer functionalities like submission processing, reconciliation, and email management, significantly reducing processing times and increasing operational efficiency.

Read more →
Product

Vertafore launches ReferenceConnect AI, powered by Velocity AI, to ...

Vertafore has launched ReferenceConnect AI, an AI-powered tool built on the Vertafore Velocity AI Platform, designed to enhance how insurance professionals access verified industry knowledge. This new solution offers up to 80% faster answers by integrating AI search with a vast database of insurance content, supporting 3.5 million searches annually. It aims to improve decision-making and reduce errors in the insurance sector by providing trusted, defensible information.

Read more →
Awards

Vertafore recognized for AI excellence with strate...

Vertafore has been recognized by the Business Intelligence Group as a top AI innovator of 2026, winning the Artificial Intelligence Excellence Award. This accolade highlights Vertafore's advancements in AI for insurance technology, focusing on enhancing productivity and enabling better client engagement. The award underscores the company's commitment to responsible innovation and measurable outcomes in the InsurTech sector.

Read more →
Awards

Vertafore earns AI recognition for insurance innovation

Vertafore received the AI Excellence Award from the Business Intelligence Group for its innovative use of AI in insurance technology. This recognition highlights Vertafore's efforts to enhance productivity and connectivity in the insurance sector through AI-driven solutions, such as automated data ingestion and AI-backed insights for client engagement.

Read more →

Vertafore, Inc Profile

Company Name

Vertafore, Inc

Company Website

https://www.vertafore.com/

HQ Location

999 18th St, Denver, CO 80202, US

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