Surefyre

Surefyre

Por Surefyre Systems

¿Quién utiliza este software?

Insurance solution that assists small to midsize insurance firms with policy quotations, submission automation, underwriting and approvals.

Valoración media

15 opiniones
  • En general 4.9/5
  • Facilidad de uso 4.8/5
  • Atención al cliente 5/5
  • Funcionalidades 4.8/5
  • Relación calidad-precio 5/5

Detalles del producto

  • Versión gratuita No
  • Prueba gratis No
  • Implementación En la nube, SaaS, web
  • Formación En directo en línea
    Seminarios web
    Documentación
  • Asistencia Horas laborables
    En línea

Datos del proveedor

  • Surefyre Systems
  • https://www.surefyre.co
  • Fundada en 2017

Sobre Surefyre

Surefyre is the platform that insurance runs on. Our software is used by insurers to work seamlessly with agents, easily capture business, automate team management, underwrite efficiently, manage policies, and much more. We allow insurers and agents to easily connect and do business without thinking about technology. Get in touch today to learn how we are bringing the industry together and changing the way business is done in insurance.

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Funciones de Surefyre

  • Clasificación de seguros
  • Daños y accidentes
  • Gestión de comisiones
  • Gestión de contactos
  • Gestión de documentos
  • Gestión de presupuestos
  • Gestión de pólizas de seguros
  • Gestión de reclamaciones
  • Vida y salud
El proveedor no ha rellenado esta información.

Las opiniones más útiles de Surefyre

Surefyre CRM

Publicado el 9/8/2018
Tammy B.
Owner
Seguros, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña 
5/5
En general
5/5
Facilidad de uso
5/5
Características y funcionalidades
5/5
Asistencia técnica
5/5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.

Puntos a favor: 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.

Contras: 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.

Easy to use Google & Integrated Perfect For Insurance Sales

Publicado el 31/10/2017
Usuario verificado
Insurance Agent
Seguros
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña 
5/5
En general
5/5
Facilidad de uso
5/5
Características y funcionalidades
5/5
Asistencia técnica
5/5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Puntos a favor: 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

Contras: Cannot Call Directly From Software
Can add to calendar but not remove
Would be nice to integrate into google drive one day.

User Friendly

Publicado el 27/11/2018
Mallory H.
Account Manager
Seguros, 13-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña 
5/5
En general
5/5
Facilidad de uso
5/5
Características y funcionalidades
5/5
Asistencia técnica
5/5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

Great Product

Publicado el 27/11/2018
Jason M.
Insurance Enrollment Specialist
Seguros, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña 
4/5
En general
3/5
Facilidad de uso
3/5
Características y funcionalidades
Asistencia técnica
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Puntos a favor: The software is user friendly and easy to learn.

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

ease of quoting

Publicado el 25/9/2019
Usuario verificado
Senior lines personal agent, PLCS
Seguros, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña 
4/5
En general
4/5
Facilidad de uso
4/5
Características y funcionalidades
Asistencia técnica
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Puntos a favor: I use this program for quoting through one of our companies. It has a good layout

Contras: doesn't always work the best however. Have to make sure that you are using the correct web browser

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