About Surefyre
Surefyre is a property and casualty (P&C) underwriting workbench and agent portal from Surefyre that supports the full policy lifecycle. It combines AI at Vertafore, a customer success program, and partnerships with orange partners to provide comprehensive tools for underwriting and agent management. This platform allows for configuration according to specific business needs, facilitating efficient policy management and improved agent interactions. Additionally, Surefyre integrates with various industry associations and networks to improve connectivity and access to resources. Key capabilities: policy lifecycle management underwriting automation agent portal functionality customer support services integration with industry networks Best for: insurance agents and underwriters that need a reliable platform for managing policies and agent relationships.
Surefyre, recently integrated into the Vertafore family, emerges as an advanced insurance automation platform meticulously engineered to simplify workflows for property and casualty managing general agents, wholesalers, and carriers. This cloud-based solution features a fully configurable agent portal and underwriting workbench that integrates seamlessly with Vertafore’s MGA Systems and AIM, supporting the complete policy lifecycle from submissions to issuance. Leveraging a no-code platform and AI-driven capabilities, Surefyre accelerates speed-to-market, enhances operational efficiency, and empowers users with data-informed decision-making tools. Its proven impact—such as a 90% faster quoting process and a 67% increase in submissions for users like One80 Intermediaries—underscores its role as a transformative asset for insurance professionals aiming to optimize specialty P&C operations. The platform’s interface is designed with clarity and efficiency in mind, offering a modern, web-based portal that consolidates rating, quoting, and form management into an intuitive workspace accessible across Windows, macOS, Linux, and mobile devices. Its ease of navigation and real-time features—like autofill and data enrichment—streamline complex tasks, though some users note an initial learning curve that may require adjustment.
Pros & Cons
- +Easy to learn, navigate, and use, enhancing user adoption.
- +Friendly, talented, and innovative support team, ensuring responsive assistance.
- +Affordable CRM solution tailored for small businesses and MGAs.
- −Initial learning curve can be frustrating for new users.
- −More complex than simpler, rigid CRMs, requiring adaptation.
- −Some users experience major functionality issues, impacting reliability.
Features
Key features
- No-Code Configuration - Enables rapid customization of workflows and forms without technical expertise, accelerating deployment.
- Agent Portal - Provides a modern, configurable portal for agents to submit business and access real-time quotes effortlessly.
- Underwriting Automation - Streamlines high-touch underwriting processes, optimizing efficiency and accuracy for specialty P&C lines.
- Real-Time Rating and Quoting - Integrates with any rater to deliver instant quotes, slashing processing times by 90%.
- Data Enrichment - Automatically autofills form fields and pulls third-party data, reducing manual data entry.
- Custom Reporting - Offers on-the-fly reports to transform data into actionable business insights.
- AI-Powered Solutions - Leverages AI to automate portal setup and streamline submission and risk selection.
Additional features
- No-Code Configuration - Allows users to tailor processes and applications without coding, enhancing flexibility.
- Agent Portal - Facilitates seamless submissions and communication via a user-friendly online interface.
- Underwriting Automation - Automates workflows to match ideal business processes, improving productivity.
- Real-Time Rating and Quoting - Generates instant quotes across systems, boosting operational speed.
- Data Enrichment - Enriches applications with real-time third-party data for accuracy and efficiency.
- Custom Reporting - Provides dynamic, customizable reports for data-driven decision-making.
- AI-Powered Solutions - Uses AI to enhance automation and streamline complex tasks like risk selection.
- Third-Party Integration - Connects seamlessly with carriers, data sources, and external systems.
- Form Management - Updates forms 99% faster, ensuring compliance and adaptability.
- Policy Lifecycle Support - Manages submissions, underwriting, and issuance in a unified platform.
Pricing
Countries & Languages
Interface languages
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About Surefyre
Surefyre is a property and casualty (P&C) underwriting workbench and agent portal from Surefyre that supports the full policy lifecycle. It combines AI at Vertafore, a customer success program, and partnerships with orange partners to provide comprehensive tools for underwriting and agent management. This platform allows for configuration according to specific business needs, facilitating efficient policy management and improved agent interactions. Additionally, Surefyre integrates with various industry associations and networks to improve connectivity and access to resources. Key capabilities: policy lifecycle management underwriting automation agent portal functionality customer support services integration with industry networks Best for: insurance agents and underwriters that need a reliable platform for managing policies and agent relationships.
Surefyre Details
Surefyre's In-App Market Place
Does Surefyre have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Cad (C$), Aud (Au$), Jpy (¥), Chf (Chf), Cny (¥), Rub (₽), Inr (₹), Ils (₪), Try (₺), Sgd (S$), Hkd (Hk$)
Pros & Cons
- Easy to learn, navigate, and use, enhancing user adoption.
- Friendly, talented, and innovative support team, ensuring responsive assistance.
- Affordable CRM solution tailored for small businesses and MGAs.
- Initial learning curve can be frustrating for new users.
- More complex than simpler, rigid CRMs, requiring adaptation.
- Some users experience major functionality issues, impacting reliability.
Surefyre's Support Options
Email Address
marketing@vertafore.comSurefyre's Alternatives
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