Surefyre Overview

Surefyre

By Surefyre Co.

5★★★★★(37 Ratings)Write review

What is Surefyre?

Surefyre is a highly configurable, no-code workflow automation platform engineered for the Property & Casualty (P&C) insurance sector, specifically serving MGAs, Wholesalers, and Carriers. It is designed to increase productivity and efficiency across any P&C line by automating the submission, quoting, binding, and policy issuance processes. Key capabilities include configurable webforms for streamlined submissions, OCR technology to extract data from PDFs, automated task assignment, email notifications, document generation, and custom reporting/bordereaux. It centralizes communication and file sharing between agents and underwriters, eliminating the need for coding expertise.

Who it's for:

Surefyre is built for Managing General Agents (MGAs), Wholesalers, and Insurance Carriers operating in the Property & Casualty space who seek to automate and optimize their underwriting workflows, improve submission handling, and enhance collaboration with their agency partners without requiring technical development resources.

Our verdict:

Surefyre is a powerful and user-friendly workflow automation solution that hits the mark for P&C insurance distributors. Its no-code, highly configurable nature combined with smart features like OCR and automated task management makes it an excellent tool for driving operational efficiency and improving the speed and quality of the underwriting process.

Surefyre Details

Surefyre Platforms supported

Cloud, SaaS, Web-Based

Desktop Chromebook

Desktop Linux

Desktop Mac

Desktop Windows

Mobile Android

Mobile iPad

Mobile iPhone

On-Premise Linux

On-Premise Windows

Surefyre Support options

Chat

Surefyre Training options

Documentation

Live Online

Webinars

In-Person

Videos

Surefyre Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

Surefyre Features

Most valued Surefyre features by users

Billing & Invoicing

Broker / Agent Portal

Claims Management

Commission Management

Customer Portal

Document Management

Insurance Rating

Policy Management

Quotes/Estimates

Reinsurance Administration

Risk Assessment

Underwriting Management

Cancellation Tracking

Claims Tracking

Policy Generation

Policy Issuance

Policy Processing

Rating Engine

Reinstatement Tracking

Renewal Management

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