Surefyre 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Surefyre

4.6

(17)

Pricing

Starting at $2,000.00 per month

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 automatic workflow engine guides agents through various steps of completing policy - from submitting documents to communicating policy details to clients.

Surefyre is available on per user per month subscription that includes support via phone and email.

Surefyre Screenshots

Surefyre Pricing and Plans

Starting price: $2,000.00 per month

Free Trial

Free Version

Basic

$2,000.00

per month

No plan information available

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Surefyre Features

Popular features found in Sales Tracking
Activity Dashboard
Appointment Scheduling
Interaction Tracking
Task Management
More features of Surefyre
API
Broker/Agent Portal
Calendar/Reminder System
Cancellation Tracking
Carrier Upload
Commercial
Commercial Lines
Commission Management
Comparative Insurance Rating
Contact Management
CRM
Dashboard
Document Management
Document Storage
Email Management
For Auto Insurance
For Casualty Insurance
For Disability Insurance
For Homeowners Insurance
For Long Term Care
For Medical Malpractice
For Personal Insurance
For Professional Liability
Insurance Policy Management
Insurance Policy Processing
Insurance Rating
Internal Chat Integration
Lead Management
Lead Qualification
Marketing Automation
MGA Administration
Multiple Line Rating
Multi-State
Performance Metrics
Policy Issuance
Policy Management
Quotes/Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Reporting/Analytics
Risk Assessment
Sales Pipeline Management
Search/Filter
Segmentation
Self Service Portal
Underwriting Management
Workflow Management

Surefyre User Reviews

Overall Rating

4.6

Ratings Breakdown

82%

12%

Secondary Ratings

Ease of Use

4.6

Value for money

4.8

Customer support

4.7

Functionality

4.6

Ingrid V.

Verified reviewer

Insurance

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified

Reviewer

Insurance

Used daily for less than 12 months

Review source

Reviewed October 2017

Easy to use Google & Integrated Perfect For Insurance Sales

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Cody M.

Verified reviewer

Insurance

201-500 employees

Used monthly for less than 6 months

Review source

Reviewed August 2023

Beta Trash

screaming into the void

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The only positive thing I can say about SureFyre is that it was cheap

Cons:

nothing, and I can't stress this enough, NOTHING works

Tammy B.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed August 2018

Surefyre CRM

Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Noah K.

Verified reviewer

Used daily for less than 12 months

Review source

Reviewed October 2017

Truly excellent software that has streamlined our process and increased productivity substantially.

The document generator is the biggest benefit for us. We are able to generate various applications/forms from various carriers in seconds, where as if they were to be filled out manually, it could take 10-20 minutes per.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Our brokerage has been using the Surefyre software for about 9 months now and it has been nothing short of incredible. Going from our old platform to Surefyre was night and day. We have grown by about 15% this year (volume wise) and our back end staff is actually capable of taking on quite a bit more, due in part to new efficiency brought on by using this software.

Mallory H.

Insurance

11-50 employees

Used daily for less than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Andrew H.

Verified reviewer

Insurance

51-200 employees

Used daily for less than 12 months

Review source

Reviewed November 2018

Efficiency and Flexibility

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to manipulate account information to better fit our enrollment workflow.

Cons:

Since our last CRM was so simple and rigid, it was difficult to learn all of the different ways we could use the system.

JC B.

Verified reviewer

Used daily for less than 6 months

Reviewed May 2018

This is the best agency management product on the market!

Customization!!!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The customization is unsurpassed. There is nothing like this out there. For us commercial producers, having the ability to complete multiple vendor apps at once is and will save my company hundreds of man hours. I wish this platform started long ago.

Cons:

The challenge is setup. Since I'm a perfectionist I obsess over the details again and again. Once you get past the setup, this product is a dream!

Andrew D.

Verified reviewer

Internet

1001-5000 employees

Used daily for less than 6 months

Review source

Reviewed November 2018

Great service!

The software is versatile, easy to use, and evolves with your business needs. The team behind the product is a huge asset!

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Surefyre is easy to use and able to integrate with other systems we use. Their team is always open to suggestions and will work with you so it fits your needs.

Cons:

Occasional glitches, but no more than you have with any other software.

Shonda S.

Insurance

51-200 employees

Used daily for more than 2 years

Review source

Reviewed November 2018

Very User Friendly and Support is Outstanding