Pour qui ?

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

Notes moyennes

15 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
  • Déploiement Cloud, SaaS, web
  • Formation Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Surefyre Systems
  • https://www.surefyre.co
  • 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.

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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
Information non fournie

Avis les plus utiles sur Surefyre

Surefyre CRM

Publié le 09/08/2018
Tammy B.
Owner
Assurance, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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.

Easy to use Google & Integrated Perfect For Insurance Sales

Publié le 31/10/2017
Utilisateur vérifié
Insurance Agent
Assurance
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: 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

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

User Friendly

Publié le 27/11/2018
Mallory H.
Account Manager
Assurance, 13-50 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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.

Great Product

Publié le 27/11/2018
Jason M.
Insurance Enrollment Specialist
Assurance, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
4/5
Note globale
3/5
Facilité d'utilisation
3/5
Fonctionnalités
Support client
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: The software is user friendly and easy to learn.

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

ease of quoting

Publié le 25/09/2019
Utilisateur vérifié
Senior lines personal agent, PLCS
Assurance, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
4/5
Note globale
4/5
Facilité d'utilisation
4/5
Fonctionnalités
Support client
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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

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