--- title: "Surefyre Software Reviews, Demo & Pricing - 2026" description: "Review of Surefyre Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/surefyre-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Sales Tracking Software](https://www.softwareadvice.com/crm/sales-tracking-comparison/) / Surefyre Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/surefyre-profile/reviews/) # Surefyre Review From $2,000/month 1 plan Wondering if Surefyre is right for your organization? Our Sales Tracking Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview Surefyre 4.6 [(17)](https://www.softwareadvice.com/crm/surefyre-profile/reviews/) 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. Wondering if Surefyre is right for your organization? Our Sales Tracking Software selection experts can help you in 15 minutes or less. ## Surefyre User Interface ## Popular Surefyre Alternatives Main Product Surefyre 4.6 [(17)](https://www.softwareadvice.com/crm/surefyre-profile/reviews/) Ratings Breakdown - 4.59Ease of use - 4.77Value for money - 4.73Customer support - 4.59Functionality Pricing Starting at $2000.00 per month Get Price Alternative Product [AgentCubed](https://www.softwareadvice.com/insurance/agentcubed-profile/) 4.4 [(10)](https://www.softwareadvice.com/insurance/agentcubed-profile/reviews/) Ratings Breakdown - 4.60Ease of use - 4.80Value for money - 4.44Customer support - 4.50Functionality Pricing Available upon request Get Price Alternative Product [Better Agency](https://www.softwareadvice.com/crm/better-agency-profile/) 4.0 [(13)](https://www.softwareadvice.com/crm/better-agency-profile/#reviews) Ratings Breakdown - 4.0Ease of use - 4.17Value for money - 4.42Customer support - 3.92Functionality Pricing Starting at $299.00 per month Get Price Alternative Product [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) 4.7 [(150)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.64Value for money - 4.65Customer support - 4.65Functionality Pricing Starting at $40.00 per month Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(1003)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.99Ease of use - 4.16Value for money - 3.97Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18807)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 ## Surefyre customer ratings - Overall rating: 4.6/5 - Total reviews: 17 ### Rating distribution - 5 stars: 14 reviews (82%) - 4 stars: 2 reviews (12%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 1 reviews (6%) ### Secondary ratings - Ease of use: 4.6/5 - Value for money: 4.8/5 - Customer support: 4.7/5 - Functionality: 4.6/5 --- ### Great to communicate with customers - Overall rating: 5/5 - Reviewer: Ingrid V. - Verified reviewer: Yes - Industry: Insurance - Company size: 1001-5000 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Easy to use Google & Integrated Perfect For Insurance Sales - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Insurance - Product usage: Used daily for less than 12 months - Reviewed: October 2017 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Beta Trash - Overall rating: 1/5 - Reviewer: Cody M. - Verified reviewer: Yes - Industry: Insurance - Company size: 201-500 employees - Product usage: Used monthly for less than 6 months - Reviewed: August 2023 - Review source details: This review was submitted organically. No incentive was offered screaming into the void #### Ratings breakdown - Ease of use: 1/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 1/5 #### 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 --- ### Surefyre CRM - Overall rating: 5/5 - Reviewer: Tammy B. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Truly excellent software that has streamlined our process and increased productivity substantially. - Overall rating: 5/5 - Reviewer: Noah K. - Verified reviewer: Yes - Product usage: Used daily for less than 12 months - Reviewed: October 2017 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### User Friendly - Overall rating: 5/5 - Reviewer: Mallory H. - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: November 2018 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Efficiency and Flexibility - Overall rating: 5/5 - Reviewer: Andrew H. - Verified reviewer: Yes - Industry: Insurance - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### This is the best agency management product on the market! - Overall rating: 5/5 - Reviewer: JC B. - Verified reviewer: Yes - Product usage: Used daily for less than 6 months - Reviewed: May 2018 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Customization!!! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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! --- ### Great service! - Overall rating: 5/5 - Reviewer: Andrew D. - Verified reviewer: Yes - Industry: Internet - Company size: 1001-5000 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2018 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Very User Friendly and Support is Outstanding - Overall rating: 5/5 - Reviewer: Shonda S. - Industry: Insurance - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use, Reporting, Support, Interfacing with Other Systems #### Cons I have no complaints about this software. --- Showing 1 - 10 of 17 Reviews [See All Reviews](https://www.softwareadvice.com/crm/surefyre-profile/reviews/) ## Other Top Recommended Sales Tracking Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (255) Recently recommended **99** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **64** times [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) **4.5** (98) Recently recommended **62** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18807) Recently recommended **56** times Stuck Between Options? 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