Surefyre

4.6 (17)
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Cloud-based customer relationship management (CRM) solution

Overall rating

4.6 /5
(17)
Value for Money
4.8/5
Features
4.6/5
Ease of Use
4.6/5
Customer Support
4.7/5

94%
recommended this app
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17 Reviews

Ingrid
Ingrid
Overall rating
  • Industry: Insurance
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great to communicate with customers

Reviewed on 2020/03/05

I look up customer information that we have on Surefyre in order to streamline my workflow or...

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.

Verified Reviewer
Overall rating
  • Industry: Insurance
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy to use Google & Integrated Perfect For Insurance Sales

Reviewed on 2017/10/31

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
Overall rating
  • Industry: Insurance
  • Company size: 201–500 Employees
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Beta Trash

Reviewed on 2023/08/01

screaming into the void

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

Tammy
Tammy
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Surefyre CRM

Reviewed on 2018/08/09

Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution...

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.

Noah
Noah
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Truly excellent software that has streamlined our process and increased productivity substantia...

Reviewed on 2017/10/31

The document generator is the biggest benefit for us. We are able to generate various applications/f...

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.

Mallory
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

User Friendly

Reviewed on 2018/11/27

This system has allowed for reporting to be created without utilizing spreadsheets manually. System...

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.

Andrew
Andrew
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Efficiency and Flexibility

Reviewed on 2018/11/27

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.

JC
JC
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

This is the best agency management product on the market!

Reviewed on 2018/05/17

Customization!!!

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!

Andrew
Andrew
Overall rating
  • Industry: Internet
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great service!

Reviewed on 2018/11/29

The software is versatile, easy to use, and evolves with your business needs. The team behind the...

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.

Verified Reviewer
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

ease of quoting

Reviewed on 2019/09/25

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

Shonda
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Very User Friendly and Support is Outstanding

Reviewed on 2018/11/27

Pros

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

Cons

I have no complaints about this software.

Gail
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

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

Reviewed on 2018/05/24

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.

Tabetha
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing product with customer service that is above and beyond!

Reviewed on 2018/04/07

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

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.

Kelsey
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great

Reviewed on 2018/11/27

So far the best.

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.

Shannon
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Awesome system and Super Easy to learn!

Reviewed on 2018/11/27

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.

Jason
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Great Product

Reviewed on 2018/11/27

Pros

The software is user friendly and easy to learn.

Cons

Nothing - everything works wonderfully, easy to use, and has an easy user-face.

Cindy
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

N/A

Reviewed on 2018/11/29

Pros

Very easy to navigate around in. Easy to locate customers

Cons

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