--- description: Review of Surefyre Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Surefyre | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Commercial Insurance Software](/directory/4760/commercial-insurance-software/software) > [Surefyre](/software/53433/surefyre) # Surefyre Canonical: https://www.softwareadvice.com.au/software/53433/surefyre Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/53433/surefyre?page=2) > 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. > > Verdict: Rated **4.6/5** by 17 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 17 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Surefyre - **Location**: San Francisco, US - **Founded**: 2017 ## Commercial Context - **Starting Price**: USD 2,000.00 - **Target Audience**: 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Broker/Agent Portal - CRM - Calendar/Reminder System - Cancellation Tracking - Carrier Upload - Commercial - Commercial Lines - Commission Management - Comparative Insurance Rating - Contact Management - Dashboard - Document Management - Document Storage - Email Management - For Auto Insurance - For Casualty Insurance - For Disability Insurance - For Homeowners Insurance - For Long Term Care ## Support Options - Chat ## Category - [Commercial Insurance Software](https://www.softwareadvice.com.au/directory/4760/commercial-insurance-software/software) ## Related Categories - [Commercial Insurance Software](https://www.softwareadvice.com.au/directory/4760/commercial-insurance-software/software) - [iPad CRM Software](https://www.softwareadvice.com.au/directory/433/ipad/software) - [CRM Apps](https://www.softwareadvice.com.au/directory/1491/mobile-crm/software) - [CRM for Startups Software](https://www.softwareadvice.com.au/directory/3235/startup/software) - [Sales Tracking Software](https://www.softwareadvice.com.au/directory/3590/sales-tracking/software) ## Alternatives 1. [AgentCubed](https://www.softwareadvice.com.au/software/124696/agentcubed) — 4.4/5 (10 reviews) 2. [Better Agency](https://www.softwareadvice.com.au/software/183037/better-agency) — 4.0/5 (13 reviews) 3. [Bitrix24](https://www.softwareadvice.com.au/software/128326/bitrix24) — 4.2/5 (984 reviews) 4. [Salesforce Sales Cloud](https://www.softwareadvice.com.au/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 5. [EngageBay CRM](https://www.softwareadvice.com.au/software/83835/engagebay) — 4.7/5 (907 reviews) ## Reviews ### "Great to communicate with customers" — 5.0/5 > **Ingrid** | *5 March 2020* | Insurance | Recommendation rating: 8.0/10 > > **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. > > 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. ----- ### "Easy to use Google & Integrated Perfect For Insurance Sales" — 5.0/5 > **Verified Reviewer** | *31 October 2017* | Insurance | Recommendation rating: 10.0/10 > > **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. ----- ### "Beta Trash" — 1.0/5 > **Cody** | *1 August 2023* | Insurance | Recommendation rating: 0.0/10 > > **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 > > screaming into the void ----- ### "Surefyre CRM" — 5.0/5 > **Tammy** | *9 August 2018* | Insurance | Recommendation rating: 10.0/10 > > **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. > > Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs. ----- ### "Truly excellent software that has streamlined our process and increased productivity substantially." — 5.0/5 > **Noah** | *31 October 2017* | Recommendation rating: 10.0/10 > > **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. > > 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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/53433/surefyre?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/53433/surefyre) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data