par Surefyre Systems4.9/5 15 avis Écrivez votre avis !
Pour qui ?
Insurance solution that assists small to midsize insurance firms with policy quotations, submission automation, underwriting and approvals.
Notes moyennes15 avis
- Note globale 4.9/5
- Facilité d'utilisation 4.8/5
- Service client 5/5
- Fonctionnalités 4.8/5
- Rapport qualité-prix 5/5
Informations sur le produit
- Version gratuite Non
- Essai gratuit Non
Cloud, SaaS, web
Formation en ligne en direct
Support en horaire de bureau
Informations sur l'éditeur
- Surefyre Systems
- Fondé en 2017
En savoir plus sur 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.
Surefyre - Fonctionnalités
- Assurance de biens et multirisque
- Classement des assurances
- Gestion des commissions
- Gestion des contacts
- Gestion des devis
- Gestion des documents
- Gestion des polices d'assurance
- Gestion des réclamations
- Santé et vie
Avis les plus utiles sur Surefyre
Publié le 09/08/2018
Commentaires: Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.
Avantages: 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.
Inconvénients: 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.
Publié le 31/10/2017
Easy to use Google & Integrated Perfect For Insurance Sales
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
Cannot Call Directly From Software
Can add to calendar but not remove
Would be nice to integrate into google drive one day.
Publié le 27/11/2018
Commentaires: 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.
Avantages: 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.
Inconvénients: 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.
Publié le 27/11/2018
Avantages: The software is user friendly and easy to learn.
Inconvénients: Nothing - everything works wonderfully, easy to use, and has an easy user-face.
Publié le 25/09/2019
ease of quoting
Avantages: I use this program for quoting through one of our companies. It has a good layout
Inconvénients: doesn't always work the best however. Have to make sure that you are using the correct web browser