What is Surefyre?
Surefyre is a comprehensive customer relationship management (CRM) platform tailored specifically for the insurance industry. Designed to streamline and automate key business processes, Surefyre empowers insurance agencies, managing general agents (MGAs), wholesalers, and carriers to focus on what truly matters - closing deals and delighting customers
Highlights
- tomated Submit-Quote-Bind-Issue Processes: Surefyre's no-code configuration and intuitive user interface enable seamless automation of the entire insurance policy lifecycle, from initial submission to final issuance
- Seamless Third-Party Integration: The platform easily connects with a wide range of external systems, allowing insurance professionals to work within a centralized hub while maintaining access to critical data and tools
- Commission Tracking and Reporting: Surefyre's built-in dashboard provides a clear overview of monthly progress, deals closed, and commissions generated, including those from third-party agents and carriers
- Robust Customer Information Management: The application automatically generates and retains personal and commercial policies, ensuring agents receive commissions on all sales stemming from a single lead.
Platforms
- Cloud, SaaS, Web-based
- Desktop Mac
- On-Premise Windows
- Desktop Linux
- Mobile Android
- Web-based
- Desktop Windows
- Desktop Chromebook
- On-Premise Linux
- Mobile iPad
- Mobile iPhone
Social
Features
Chat
Live Online
Webinars
Documentation