Customer stories

Product Business Settings

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

Surefyre Product Overview

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

How satisfied the customers are with Surefyre use-cases

Reviews

"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." - ANDREW HETZLER
"Our old portal would take months if not years to push enhancements. Surefyre’s services team scope out every request, evaluate proposed solutions, and offer time saving, essential API integrations. All this comes at a fraction of the cost because th...ey are truly experts in offering a cloud based system that is always adapting to our growing needs. It’s great to work with a team that shares our commitment to customer service and taking out all the mystery from the underwriting." - Ashley Dodge

Surefyre Customer Insights, Testimonials and Case Studies

CUSTOMERS TESTIMONIALS
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

Ashley Dodge

Marketing Director

Bigfoot

Our old portal would take months if not years to push enhancements. Surefyre’s services team scope out every request, evaluate proposed solutions, and offer time saving, essential API integrations. All this comes at a fraction of the cost because they are truly experts in offering a cloud based sys...tem that is always adapting to our growing needs. It’s great to work with a team that shares our commitment to customer service and taking out all the mystery from the underwriting.

Testimonial By Ashley Dodge
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

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

Ashley Dodge

Marketing Director

Bigfoot

Our old portal would take months if not years to push enhancements. Surefyre’s services team scope out every request, evaluate proposed solutions, and offer time saving, essential API integrations. All this comes at a fraction of the cost because they are truly experts in offering a cloud based sys...tem that is always adapting to our growing needs. It’s great to work with a team that shares our commitment to customer service and taking out all the mystery from the underwriting.

Testimonial By Ashley Dodge
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.

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Harbor Brenn Insurance Agencies - Insurance

AMS360 and Vertafore Client Communications help Harbor Brenn Insurance Agencies blend technology and empathy. The agency uses automation to serve thousands of personal lines clients while keeping a p...ersonal touch. AMS360’s quick navigation features make daily work easier and more efficient. Automated renewal review emails get a 42% open rate and high responses, leading to more coverage conversations and increased umbrella policy sales. Vertafore’s solutions let the agency grow while staying connected to its community.

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Wurth Insurance Agency - Insurance

AgencyZoom helped Wurth Insurance Agency improve efficiency and client satisfaction. Todd Wurth chose AgencyZoom for its robust features and easy customization. The platform automated daily tasks lik...e renewals and claims, saving time for client service. Personalized onboarding made the transition smooth. The agency saw increased revenue and shared its success with other agents. Todd plans to use AgencyZoom for cross-selling and new business growth.

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Bowen, Miclette & Britt - Insurance

WorkSmart helped Bowen, Miclette & Britt gain better visibility into their business processes. The agency used WorkSmart to reduce the submission lifecycle. This led to record efficiency for their te...am. The solution improved workflow management for the insurance agency. Bowen, Miclette & Britt saw clear benefits from using Vertafore's WorkSmart platform.

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Marshall & Sterling Insurance, Inc. - Insurance

WorkSmart by Vertafore helped Marshall & Sterling Insurance process over 7,000 hurricane claims after Hurricanes Irma and Maria. The agency used WorkSmart to track processes, report in real time, and... automate information flow. Staff could route work to the right people and manage bottlenecks. The solution increased workflow visibility and allowed growth without adding staff. Marshall & Sterling met client needs during a crisis without overwhelming employees.

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ETA Insurance Group - Insurance

QQCatalyst helped ETA Insurance Group modernize its agency management. ETA moved to a paperless business model and automated many processes. The Agency Intelligence module enabled automated onboardin...g and marketing communications. Employees now respond to simple customer inquiries 80% faster. The agency improved efficiency and delivers a better customer experience.

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lightning

Peers used Surefyre for proposal & quote management and workflow management

Surefyre Features

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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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Top Failure Risks for Surefyre

Vertafore, Inc News

Product
 

Vertafore expands AI capabilities in Surefyre to save hours during program submissions

Vertafore has enhanced its Surefyre platform with new AI capabilities that automate the conversion of PDF submission forms into web applications, significantly reducing manual work for MGAs and wholesalers. This innovation accelerates speed-to-market and minimizes errors, allowing teams to focus on strategic growth activities. Future updates will include natural-language summaries and AI-powered data ingestion.

Partnership
 

Specialty Program Group partners with Vertafore to streamline submissions and boost operational efficiency | Vertafore

Specialty Program Group (SPG) has partnered with Vertafore to implement Surefyre, an AI-enabled underwriting workbench and agent portal. This collaboration aims to enhance SPG's digital capabilities for retail agencies, streamline operations, and integrate seamlessly with existing systems like AIM and ImageRight. Surefyre's AI features promise immediate efficiency gains and future advancements, supporting SPG's long-term growth and operational efficiency.

Partnership
 

SPG and Vertafore team up to streamline insurance processes

Vertafore has partnered with Specialty Program Group (SPG) to enhance digital experiences and operational efficiency for SPG's retail agencies. The collaboration involves the adoption of Vertafore's Surefyre, an AI-enabled, low-code/no-code platform, which streamlines insurance processes and integrates with SPG's core systems. This partnership aims to support SPG's growth and AI initiatives by simplifying submissions and optimizing risk selection.

M&A
 

Vertafore Announces Completion of Acquisition by Bain Capital Private Equity and Vista Equity Partners - Bain Capital

Vertafore has completed its acquisition by Bain Capital Private Equity and Vista Equity Partners. This transaction positions Vertafore, a leading provider of insurance software solutions, for accelerated growth and innovation under new ownership.

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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