About Surefyre

Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers, including property, casualty, life and health care insurance providers.

Key features include a customer information system, commission tracking, document generation, task assignment and multichannel communication. The document generation feature pulls data from the existing customer information database and helps agents prepare and send accords, new proposals and invoices.

The built-in progress dashboard enables agents to track their monthly progress and keep track of deals closed and commission generated. It's also able to track commission generated by third-party agents and carriers. The...


Read More

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

16 Reviews of Surefyre

Average User Ratings

Overall

4.88 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(14)

14

4 stars

(2)

2

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 16 results

March 2020

Ingrid from Compañia Anonima de Seguros La Occidental

Verified Reviewer

Company Size: 1,001-5,000 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2020

Great to communicate with customers

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.

October 2017

Anonymous

Verified Reviewer

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2017

Easy to use Google & Integrated Perfect For Insurance Sales

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.

November 2018

Jason from American Exchange

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

3.0

Functionality

3.0

November 2018

Great Product

Pros

The software is user friendly and easy to learn.

Cons

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

November 2018

Mallory from American Exchange

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2018

User Friendly

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.

August 2018

Tammy from A+ Brokerage/Freeway Muffler & Brakes

Verified Reviewer

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2018

Surefyre CRM

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.