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Surefyre
Surefyre CRM 4.56 114 reviewer insights

Surefyre: Customer Engagement and Agency Management Automation

Submission automation platform for modern MGAs, wholesalers, and carriers

Surefyre helps data teams automate agency management and manage customer engagement. Teams use it to automate agency management, replacing email-driven processes with digital workflows. They also run insurance agency workflows, providing agents with a digital portal for instant quoting. For example, the platform replaced email-driven processes with digital workflows. The platform gave agents a digital portal and allowed instant quoting.

Is Surefyre right for your team?

Main focus

Reported results

Typical customer

Small and mid-size companies

78% of customer stories; 100% from insurance.

What teams use Surefyre for

Explore Surefyre use cases grouped by customer job. Click a use case to read the supporting evidence, or open a job to see detailed results.

Job
How widely used
Use cases
CRM jobs
Customer engagement and retention One80 Intermediaries Main focus
Common use
Also used for
One80 Intermediaries, Harleysville Insurance, SeibertKeck Insurance Partners, FCCI Insurance Group and others Content Management Systems Main focus
Core use
Keystone Agency Partners (KAP) Customer Data Platform
Common use
Lifecycle engagement and retention Moody Insurance Agency, Westfield Insurance Marketing Automation
Common use
Self-service support Hyland Insurance Help Desk
Common use
Gillman Insurance Problem Solvers Live Chat
Common use

Other use cases

"Main focus" marks the two jobs the product is used for most often.

Surefyre capabilities

Explore Surefyre capabilities and related topics most often mentioned in customer evidence. Click a capability to read the supporting evidence.

Who uses Surefyre

IndustriesAggregated usage insights
Insurance: 90%Hospital & Health Care: 9%Internet: 1%
Company sizeAggregated usage insights
Small business: 61%Mid-market: 25%Enterprise: 14%
  • Small business61%
  • Mid-market25%
  • Enterprise14%

Surefyre customer stories

Results reported in published case studies.

reThought Flood

Insurance · Medium

reThought Flood, a private flood insurance specialist, has adopted Vertafore's PL Rating platform to enhance its distribution reach among independent agencies. This partnership allows reT...

reThought Flood, a private flood insurance specialist, has adopted Vertafore's PL Rating platform to enhance its distribution reach among independent agencies. This partnership allows reThought Flood to integrate its products into Vertafore's ecosystem, leveraging the platform's extensive network of agents and carriers to streamline flood insurance quotes. The collaboration aims to improve distribution velocity and accessibility of flood insurance.

reThought Flood

Insurance · Medium

reThought Flood, a private flood MGA, is expanding its distribution by adopting Vertafore's PL Rating platform. This integration connects reThought Flood's products with over 10,000 indep...

reThought Flood, a private flood MGA, is expanding its distribution by adopting Vertafore's PL Rating platform. This integration connects reThought Flood's products with over 10,000 independent agencies, enhancing agency connectivity and flood insurance distribution. Vertafore's platform allows agents to quote private flood insurance alongside other personal lines, supporting MGA growth through advanced technology.

reThought Flood

Insurance · Medium

reThought Flood has chosen Vertafore's PL Rating to expand its private flood insurance distribution to independent agencies. PL Rating, a leading personal lines rating software, connects ...

reThought Flood has chosen Vertafore's PL Rating to expand its private flood insurance distribution to independent agencies. PL Rating, a leading personal lines rating software, connects over 10,000 agents with carriers and MGAs, facilitating 6.8 million flood transactions in 2025. This adoption enhances reThought Flood's access to Vertafore's ecosystem, improving distribution velocity and agency connectivity.

One80 Intermediaries

Insurance · Large
+67% new policies issued

Surefyre helped One80 Intermediaries automate manual underwriting and submission processes. The new platform integrated multiple systems and enabled instant quoting, saving agents about 2...

Surefyre helped One80 Intermediaries automate manual underwriting and submission processes. The new platform integrated multiple systems and enabled instant quoting, saving agents about 2.5 hours per policy. One80 saw a 67% increase in new policies issued over 36 months and a 44% rise in agents onboarded in one year. The solution improved data accuracy, reporting, and agent engagement. One80 now delivers faster, more accurate insurance services with Surefyre's automation tools.

Jones & Wenner Insurance Agency, Inc.

Insurance · Small

ReferenceConnect helped Jones & Wenner Insurance Agency cut policy research time from weeks to minutes. Staff found all insurance information in one place, making it easy to write busines...

ReferenceConnect helped Jones & Wenner Insurance Agency cut policy research time from weeks to minutes. Staff found all insurance information in one place, making it easy to write business faster and more accurately. New employees ramped up quickly with centralized resources. The agency became more proactive in risk analysis and client service. ReferenceConnect turned information chaos into a single, trusted source for the team.

Harleysville Insurance

Insurance · Large

Vertafore ImageRight helped Harleysville Insurance realign its commercial underwriting. The company integrated ImageRight with legacy systems across 16 locations, supporting 1,400 users. ...

Vertafore ImageRight helped Harleysville Insurance realign its commercial underwriting. The company integrated ImageRight with legacy systems across 16 locations, supporting 1,400 users. This enabled real-time access to policy information and improved workflow efficiency. Harleysville reduced paper storage needs and improved communication with customers. The solution played a key role in a major organizational change.

Surefyre activities

From 114 reviewer insights.

Mentioned most

Rated highest and lowest

Vertafore, Inc News

Product

Vertafore's Two New AI Agents Automate Policy Processing

Vertafore has launched two new AI agents, Velocity Policy Intake Agent and Velocity Policy Check Agent, to automate policy processing for independent agencies. These tools streamline workflows by extracting and verifying policy data, reducing manual entry and errors. The agents are integrated with Vertafore’s AMS360 and Sagitta systems, significantly cutting processing times and enhancing data reliability.

Product

Vertafore launches AI agents to automate insurance policy ...

Vertafore has launched two AI agents, Velocity Policy Intake Agent and Velocity Policy Check Agent, to automate policy data entry and verification. These tools streamline policy document handling, reduce manual data management, and enhance operational efficiency. Early trials showed significant time savings, with up to 87% reduction in policy intake time and 90% in policy checking. The agents are part of Vertafore's strategy to integrate AI across various insurance workflows.

Product

Vertafore automates policy processing with two new ... - PR Newswire

Vertafore has launched the Velocity Policy Intake Agent and Velocity Policy Check Agent to automate policy processing. These AI-powered tools streamline data entry and verification, reducing manual work and improving data accuracy for insurance agencies. The Policy Intake Agent extracts and updates policy data, while the Policy Check Agent automates policy verification, significantly reducing processing time.

Awards

Vertafore earns industry honors for innovation shaping the future of ...

Vertafore received the 2026 InsurTech100 and ACORD Industry Advancement awards for its leadership in AI and connectivity in the insurance sector. These honors recognize Vertafore's innovations in AI-driven workflows and its role in advancing ACORD Standards for efficient insurance operations.

More Surefyre News...