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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Enhances the speed of delivery while promoting the use of STP tools. Offers exceptional visibility into agent performance, sales advancement, and additional metrics. Utilizes data to uncover emerging customer requirements. Covers aspects such as field underwriting, quotations, e-Applications, status updates, e-Delivery, and beyond. Aims for improved workflow efficiency and lead management to capitalize on cross-selling and upselling prospects. Facilitates the communication of case statuses and the creation of detailed reports all from a single, unified platform. This integration streamlines processes and fosters better decision-making across teams.

Description

Surefyre, acquired by Vertafore, is a modern, configurable platform that automates key insurance processes, enabling MGAs (Managing General Agents) to accelerate their growth and improve efficiency. With an intuitive no-code interface, Surefyre simplifies the onboarding of new agents and accelerates the rating and quoting process for specialty P&C business. The platform integrates with MGA systems and carrier data sources, allowing for instant form autofill, real-time data enrichment, and faster quoting, reducing policy issuance time by 90%. AI-driven features streamline the submission and risk selection process, enabling data-informed decision-making that improves underwriting accuracy. With Surefyre, businesses can enhance operational efficiency, reduce manual errors, and generate more revenue by focusing on the most profitable opportunities.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce

Integrations

Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

iPipeline

Founded

1995

Country

United States

Website

www.ipipeline.com/products/agentone/

Vendor Details

Company Name

Vertafore

Founded

1969

Country

United States

Website

www.vertafore.com/products/surefyre

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

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