Surefyre Software


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.



14 Reviews of Surefyre

Overall rating

4.93 / 5 stars

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Showing 1 - 14 of 14 reviews

October 2017

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

November 2018

Mallory from American Exchange

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

August 2018

Tammy from A+ Brokerage/Freeway Muffler & Brakes

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

October 2017

Noah from Custom Built Insurance

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2017

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.

November 2018

Shonda from American Exchange

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

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.

November 2018

Andrew from American Exchange

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

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.

May 2018

Gail from Health Insurasne Express, Inc.

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

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.

May 2018

JC from Sierra Pacific Insurance Services

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

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!

November 2018

Andrew from Lyft

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

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.

April 2018

Tabetha from Dwight Mitchell Insurance Agency

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

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.

November 2018

Kelsey from American Exchange

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

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.

November 2018

Shannon from American Exchange

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

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.

November 2018

Jason from American Exchange

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Functionality

3 of 5

November 2018

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.

November 2018

Cindy from American Exchange

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

N/A

Pros

Very easy to navigate around in. Easy to locate customers

Cons

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