Surefyre

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

About Surefyre

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. The application retains customer information by automatically generating personal and commercial policies whenever new leads are added to the system. This allows agents to receive a commission on all sales generated after sending just one lead.

Features include a customer information system, commission tracking, document generation and task assignment. The built-in progress dashboard enables agents to track their monthly progress and keep track of deals closed and commissions generated. It also tracks commission generated by third-party agents and carriers.


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Surefyre Software - Surefyre accounts

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Surefyre

4.6 (17)
VS.

Starting Price

US$2,000.00
month
No pricing found

Pricing Options

Free version
Free trial
Free version
Free trial

Features

47
121

Integrations

No integrations found
No integrations found

Ease of Use

4.6 (17)
4.7 (10)

Value for Money

4.8 (17)
4.8 (10)

Customer Service

4.7 (17)
5.0 (10)
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Reviews

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

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Showing 5 reviews of 17
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.

Showing 5 reviews of 17 Read all reviews

Surefyre FAQs

Below are some frequently asked questions for Surefyre.

Surefyre offers the following pricing plans:

  • Starting from: US$2,000.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Surefyre has the following typical customers:

11–50, 51–200, 201–500

Surefyre supports the following languages:

English

Surefyre supports the following devices:

We do not have any information about what integrations Surefyre has

Surefyre offers the following support options:

Chat

Related categories

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