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.

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.

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.

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.

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.

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.

Very User Friendly and Support is Outstanding

Pros

Ease of use, Reporting, Support, Interfacing with Other Systems

Cons

I have no complaints about this software.

Efficiency and Flexibility

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.

We couldn't be happier the team know the meaning of true customer service.

Pros

This software is very easy to use although it was not all we needed when asked the team at Surfyre has customized it to our specifications and did so in a timely manner. I didn't think we could find this kind of software and service for the money. I am impressed and highly satisfied.

Cons

I really don't have any dislikes because anything I had issue with Surfyre resolved with customization of their product to my needs.

This is the best agency management product on the market!

Customization!!!

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!

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

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.

Amazing product with customer service that is above and beyond!

This software is essential for any insurance company. The best around.

Pros

The software is very user friendly and easy to navigate. If you need help or have a question, customer service is only one call away.

Cons

As a user, there are no cons I have come across. If I need help, it is a phone call away. The cost of this software is great.

Great

So far the best.

Pros

The software is very user friendly and easy to navigate.

Cons

I really haven't come across any issues or dislikes because anything I had issue with Surfyre resolved to fit my needs.

Awesome system and Super Easy to learn!

Pros

It's easy to learn, quick and easy to navigate and awesome to use!

Cons

Some information doesn't sync to other pages like I would like, but easy to copy/paste, so it's not a big issue.

N/A

Pros

Very easy to navigate around in. Easy to locate customers

Cons

Really no cons I can think of. Very user friendly.

ease of quoting

Pros

I use this program for quoting through one of our companies. It has a good layout

Cons

doesn't always work the best however. Have to make sure that you are using the correct web browser