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Surefyre

Cloud-based customer relationship management (CRM) solution

Table of Contents

Is this product right for your business?

Find out with a

Surefyre - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: March 2026

Surefyre overview

What is 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. The application retains customer information by automatically generating personal and commercial policies whenever new leads are added to the system. This allows agents to receive a commission on all sales generated after sending just one lead.

Features include a customer information system, commission tracking, document generation and task assignment. The built-in progress dashboard enables agents to track their monthly progress and keep track of deals closed and commissions generated. It also tracks commission generated by third-party agents and carriers.

Starting price

2000 /
per month

Alternatives

with better value for money

Surefyre’s user interface

Ease of use rating:

4.6

(17)

Surefyre reviews

Overall rating

4.7

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend9.53/10

Rating distribution

Pros

“Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.”

Tammy B.

Owner

“I didn't think we could find this kind of software and service for the money. I am impressed and highly satisfied.”

Gail L.

Manager / Administration

“It's easy to learn, quick and easy to navigate and awesome to use.”

Shannon B.

Enrollment Administrator

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.”

Ingrid V.

Insurance Doctor

“Since our last CRM was so simple and rigid, it was difficult to learn all of the different ways we could use the system.”

Andrew H.

COO

“Nothing, and I can't stress this enough, NOTHING works.”

Cody M.

Who uses Surefyre?

Based on 17 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Insurance

Internet

Use cases

- Not enough reviews

Surefyre's key features

Most critical features, based on insights from Surefyre users:

Contact management

1.0

(1)

Insurance Rating

1.0

(1)

Insurance policy management

1.0

(1)

Reinsurance administration

1.0

(1)

Quotes/Estimates

1.0

(1)

Commission management

1.0

(1)

All Surefyre features

Features rating:

4.6

(17)

API

(0)

Broker/Agent portal

(0)

Calendar/Reminder system

(0)

Cancellation tracking

(0)

Carrier upload

(0)

Commercial

(0)

Commercial Lines

(0)

Comparative insurance rating

(0)

CRM

(0)

Dashboard

(0)

Document management

1.0

(1)

Document storage

(0)

Email management

(0)

For Auto Insurance

(0)

For Casualty Insurance

(0)

For Disability Insurance

(0)

For Homeowners Insurance

(0)

For long term care

(0)

For Medical Malpractice

(0)

For Personal Insurance

(0)

For Professional Liability

(0)

Insurance policy processing

(0)

Interaction tracking

(0)

Internal chat integration

(0)

Lead management

(0)

Lead qualification

(0)

Marketing automation

(0)

MGA Administration

(0)

Multi-State

(0)

Multiple Line Rating

(0)

Performance metrics

(0)

Policy issuance

(0)

Policy management

(0)

Rating engine

(0)

Reinstatement tracking

(0)

Renewal management

(0)

Reporting/Analytics

(0)

Risk assessment

(0)

Sales pipeline management

(0)

Search/Filter

(0)

Segmentation

(0)

Self service portal

(0)

Task management

(0)

Underwriting management

(0)

Workflow management

1.0

(1)

Surefyre alternatives

Surefyre

4.6

(17)

Starting from

2000

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.6

Value for Money

4.8

Customer Support

4.7

AgentCubed

4.4

(10)

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No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Better Agency

4.0

(13)

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Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Bitrix24

4.2

(980)

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Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Surefyre pricing

Value for money rating:

4.8

(17)

Starting from

2000

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about Surefyre price and value

Value for money rating:

4.8

(17)

To see what individual users think of Surefyre's price and value, check out the review snippets below.

“Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.”

Tammy B.

Owner

“I didn't think we could find this kind of software and service for the money. I am impressed and highly satisfied.”

Gail L.

Manager / Administration

Surefyre support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Chat

Training options

Documentation

Live Online

Webinars

Surefyre FAQs

Q. Who are the typical users of Surefyre?

Surefyre has the following typical customers:
Mid Size Business, Small Business

These products have better value for money

Q. What languages does Surefyre support?

Surefyre supports the following languages:
English

Q. Does Surefyre offer an API?

No, Surefyre does not have an API available.

Q. What level of support does Surefyre offer?

Surefyre offers the following support options:
Chat

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