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.
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Tammy from A+ Brokerage/Freeway Muffler & Brakes
Number of employees: 2-10 employees
Gail from Health Insurasne Express, Inc.
JC from Sierra Pacific Insurance Services
Tabetha from Dwight Mitchell Insurance Agency
Noah from Custom Built Insurance