ENHANCEMENTS MAKE SUREFYRE MORE EFFICIENT AND FLEXIBLE THAN EVER
Surefyre is constantly working with our customers to understand what they need to stay ahead of the curve. Below are some of the great new features we are rolling out to make your insurance business even more efficient, profitable, and flexible.
Mass Data Entry Made Simple with Application Tables
Entering large amounts of data like vehicle schedules, property locations, additional insureds has been streamlined for applicants and administrators. Application Tables allow applicants to enter in multiple rows of data with ease. There is no restriction to the number of records that can be added which means maximum flexibility. Additional features include the ability to hide specific fields within a table, delete confirmations, and customizable button names. Configuration is a breeze.
Data at Your Fingertips with All New Dashboard Reports
Our enhanced Dashboard allows for a personalized overview of submissions broken down by Applications and Policies. Quick filters allow any user to find exactly what they’re looking for right from the dashboard. Easily view all records that match your filter criteria.
Powerful and Modern Field Displays
Adding and editing custom fields is easier than ever and looks great. Four new features to allow for greater range of configurability while keeping things simple enough for any non-technical admin. You can now indicate which fields are visible and editable for each user group and workflow status on a policy. Labels are now editable, including a new HTML field to further tailor the field displays according to your company and clients’ needs.
These are just some of the great new features going live soon. If you’d like to get in touch to learn about how Surefyre can automate and elevate your MGA, wholesale, or carrier business, let’s talk!
– Surefyre Team