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.
Tammy from A+ Brokerage/Freeway Muffler & Brakes
Employees number: 2-10 employees
Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.
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.
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.
Gail from Health Insurasne Express, Inc.
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.
I really don't have any dislikes because anything I had issue with Surfyre resolved with customization of their product to my needs.
JC from Sierra Pacific Insurance Services
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.
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!
Tabetha from Dwight Mitchell Insurance Agency
This software is essential for any insurance company. The best around.
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.
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.
Noah from Custom Built Insurance
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.
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.
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
Cannot Call Directly From Software
Can add to calendar but not remove
Would be nice to integrate into google drive one day.