Surefyre

RATING:

4.7

(17)

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 automati...

Surefyre Pricing

Starting price: 

$2,000.00 per month

Free trial: 

Not Available

Free version: 

Not Available

Account

Surefyre Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

5

Functionality

4.5

Most Helpful Reviews for Surefyre

1 - 5 of 17 Reviews

User Profile

Ingrid

Verified reviewer

Insurance, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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.

Anonymous

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Cody

Insurance, 201-500 employees

Used monthly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed August 2023

Beta Trash

screaming into the void

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

Mallory

Insurance, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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.

User Profile

Tammy

Verified reviewer

Insurance, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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.