Cooper Rose Digital Full Suite
4.7
(10 Reviews)
Cooper Rose Digital is a suite of modules such as product distribution, policy management, rating engine, documentation...
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About Surefyre
Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers, including property, casualty, life and health care insurance providers.
Key features include a customer information system, commission tracking, document generation, task assignment and multichannel communication. The document generation feature pulls data from the existing customer information database and helps agents prepare and send accords, new proposals and invoices.
The built-in progress dashboard enables agents to track their monthly progress and keep track of deals closed and commission generated. It's also able to track commission generated by third-party agents and carriers. The automatic workflow engine guides agents through various steps of completing policy - from submitting documents to communicating policy details to clients.
Surefyre is available on per user per month subscription that includes support via phone and email.
Surefyre pricing
Surefyre does not have a free version. Surefyre paid version starts at US$2,000.00/month.
Starting Price:
US$2,000.00/month
Free Version:
No
Free trial:
No
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Surefyre Reviews
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All Surefyre Reviews
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17 reviews
Ingrid
- Industry: Insurance
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
-
Review Source
5.0
Reviewed on 5/03/2020
Great to communicate with customers
I look up customer information that we have on Surefyre in order to streamline my workflow or communicate with patients in order to review or confirm information.
Pros
Every single piece of information that I need can be found on this software thanks to my company and the developers.
Cons
Very difficult to get into at first, once you get the hang of it then it is very easy. Until then, it can be frustrating.
Verified Reviewer
- Industry: Insurance
- Used Daily for 6-12 months
-
Review Source
5.0
Reviewed on 31/10/2017
Easy to use Google & Integrated Perfect For Insurance Sales
Pros
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
Cons
Cannot Call Directly From Software
Can add to calendar but not remove
Would be nice to integrate into google drive one day.
Cody
- Industry: Insurance
- Company size: 201–500 Employees
- Used Monthly for 1-5 months
-
Review Source
1.0
Reviewed on 1/08/2023
Beta Trash
screaming into the void
Pros
The only positive thing I can say about SureFyre is that it was cheap
Cons
nothing, and I can't stress this enough, NOTHING works
Tammy
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
5.0
Reviewed on 9/08/2018
Surefyre CRM
Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.
Pros
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.
Cons
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.
Noah
- Used Daily for 6-12 months
-
Review Source
5.0
Reviewed on 31/10/2017
Truly excellent software that has streamlined our process and increased productivity substantia...
The document generator is the biggest benefit for us. We are able to generate various applications/forms from various carriers in seconds, where as if they were to be filled out manually, it could take 10-20 minutes per.
Pros
Our brokerage has been using the Surefyre software for about 9 months now and it has been nothing short of incredible. Going from our old platform to Surefyre was night and day. We have grown by about 15% this year (volume wise) and our back end staff is actually capable of taking on quite a bit more, due in part to new efficiency brought on by using this software.
Mallory
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
5.0
Reviewed on 27/11/2018
User Friendly
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.
Pros
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.
Cons
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.
Andrew
- Industry: Insurance
- Company size: 51–200 Employees
- Used Daily for 6-12 months
-
Review Source
5.0
Reviewed on 27/11/2018
Efficiency and Flexibility
Pros
Easy to manipulate account information to better fit our enrollment workflow.
Cons
Since our last CRM was so simple and rigid, it was difficult to learn all of the different ways we could use the system.
JC
- Used Daily for 1-5 months
-
Review Source
5.0
Reviewed on 17/05/2018
This is the best agency management product on the market!
Customization!!!
Pros
The customization is unsurpassed. There is nothing like this out there. For us commercial producers, having the ability to complete multiple vendor apps at once is and will save my company hundreds of man hours. I wish this platform started long ago.
Cons
The challenge is setup. Since I'm a perfectionist I obsess over the details again and again. Once you get past the setup, this product is a dream!
Andrew
- Industry: Internet
- Company size: 1,001–5,000 Employees
- Used Daily for 1-5 months
-
Review Source
5.0
Reviewed on 29/11/2018
Great service!
The software is versatile, easy to use, and evolves with your business needs. The team behind the product is a huge asset!
Pros
Surefyre is easy to use and able to integrate with other systems we use. Their team is always open to suggestions and will work with you so it fits your needs.
Cons
Occasional glitches, but no more than you have with any other software.
Verified Reviewer
- Industry: Insurance
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
-
Review Source
4.0
Reviewed on 25/09/2019
ease of quoting
Pros
I use this program for quoting through one of our companies. It has a good layout
Cons
doesn't always work the best however. Have to make sure that you are using the correct web browser
Shonda
- Industry: Insurance
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
5.0
Reviewed on 27/11/2018
Very User Friendly and Support is Outstanding
Pros
Ease of use, Reporting, Support, Interfacing with Other Systems
Cons
I have no complaints about this software.
Gail
- Used Daily for 1-5 months
-
Review Source
5.0
Reviewed on 24/05/2018
We couldn't be happier the team know the meaning of true customer service.
Pros
This software is very easy to use although it was not all we needed when asked the team at Surfyre has customized it to our specifications and did so in a timely manner. I didn't think we could find this kind of software and service for the money. I am impressed and highly satisfied.
Cons
I really don't have any dislikes because anything I had issue with Surfyre resolved with customization of their product to my needs.
Tabetha
- Used Daily for 1-5 months
-
Review Source
5.0
Reviewed on 7/04/2018
Amazing product with customer service that is above and beyond!
This software is essential for any insurance company. The best around.
Pros
The software is very user friendly and easy to navigate. If you need help or have a question, customer service is only one call away.
Cons
As a user, there are no cons I have come across. If I need help, it is a phone call away. The cost of this software is great.
Kelsey
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 1-5 months
-
Review Source
5.0
Reviewed on 27/11/2018
Great
So far the best.
Pros
The software is very user friendly and easy to navigate.
Cons
I really haven't come across any issues or dislikes because anything I had issue with Surfyre resolved to fit my needs.
Shannon
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 1-5 months
-
Review Source
5.0
Reviewed on 27/11/2018
Awesome system and Super Easy to learn!
Pros
It's easy to learn, quick and easy to navigate and awesome to use!
Cons
Some information doesn't sync to other pages like I would like, but easy to copy/paste, so it's not a big issue.
Jason
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
4.0
Reviewed on 27/11/2018
Great Product
Pros
The software is user friendly and easy to learn.
Cons
Nothing - everything works wonderfully, easy to use, and has an easy user-face.
Cindy
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 1-5 months
-
Review Source
5.0
Reviewed on 29/11/2018
N/A
Pros
Very easy to navigate around in. Easy to locate customers
Cons
Really no cons I can think of. Very user friendly.
