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

"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 understa...nds the P&C business and can implement solutions quickly and effectively. They are a valued partner in the ongoing success and growth of our business." - Tom Gillingham

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

How does Surefyre facilitate Proposal & Quote Management?

How can Surefyre optimize your Workflow Management Workflow?

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

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
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
CUSTOMERS TESTIMONIALS
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
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
 

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

QQCatalyst helped BEVCO Insurance move from paper files to a digital platform. The system made daily work faster and let employees work from anywhere. BEVCO used QQCatalyst to automate tasks and conn...ect with clients by text and email. The agency grew premiums by $250,000 after using QQCatalyst. Work that once took days now takes minutes.

Read on →

Gillman Insurance Problem Solvers - Insurance

AMS360 and InsurLink helped Gillman Insurance Problem Solvers double their revenue in six years. The agency kept revenue per employee over $200,000 and maintained a retention rate in the 90th percent...ile. AMS360 automated tasks and reduced manual data entry. Employees became more productive and happier. Vertafore Client Communications improved marketing and client engagement.

Read on →

Harbor Brenn Insurance Agencies - Insurance

AMS360 and Vertafore Client Communications help Harbor Brenn Insurance Agencies blend technology with personal service. The agency uses automation to reach thousands of personal lines clients. Automa...ted renewal review emails get a 42% open rate and high response rates. This process leads to more coverage conversations and increased umbrella policy sales. Employees use quick navigation features to work faster and serve clients better.

Read on →

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.

Read on →

One80 Intermediaries - Insurance

Surefyre helped One80 Intermediaries automate insurance workflows. One80 faced slow manual underwriting, disconnected systems, and hard agent onboarding. Surefyre automated underwriting, integrated s...ystems, and gave agents a digital platform. One80 saved 2.5 hours per policy. The new portal made E&S placement faster and less paper-heavy. One80 now grows business and delivers quotes instantly.

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

?

for Surefyre

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.

Read more →
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.

Read more →
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.

Read more →
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.

Read more →

Vertafore, Inc Profile

Company Name

Vertafore, Inc

Company Website

https://www.vertafore.com/

HQ Location

999 18th St, Denver, CO 80202, US

Social

Facebook Linkedin Twitter