Surefyre
Modern agent portal and underwriting workbench for MGAs, MGUs, and wholesalers.
Overview
Surefyre is a cloud-based agent portal and underwriting workbench platform built for managing general agents (MGAs), managing general underwriters (MGUs), program administrators, and wholesalers. Founded in 2017 by Alex Bautista and Dustin Torres, the company set out to replace fragmented, manual submission and underwriting workflows with a fully configurable, API-connected platform.
The platform automates the complete policy lifecycle -- from application intake and rating through quoting, approval routing, and binding -- while integrating with existing policy administration systems and third-party data providers. Surefyre's low-code/no-code configuration model allows MGA operations teams to adapt workflows, branding, and product offerings without engineering resources.
In November 2024, Surefyre was acquired by Vertafore, a leading insurance technology provider, and now operates as a Vertafore product. The acquisition extended Vertafore's platform into the MGA and wholesale distribution segment, adding modern automation and AI capabilities to Vertafore's existing MGA portfolio.
Products & Services
Agent Portal
A digital hub enabling agents and wholesale brokers to manage tasks, submit applications, run quotes, and track policy status in real time.
Key Features
- Digital submission and application intake management
- Real-time quote generation and comparison
- Policy tracking and status visibility
- Account-level risk views across multiple products and systems
- Configurable branding and white-label capability
Target Users: Wholesale agents, brokers, and MGA distribution staff
Underwriting Workbench
Centralizes tools and workflows for the complete underwriting process from submission to bind, giving MGA underwriters a single configurable workspace.
Key Features
- Configurable workflows and rules engine that automates routine tasks and routes risks requiring underwriter review
- Low-code/no-code configuration for branding, product setup, and workflow customization
- Data consolidation from multiple sources into a unified underwriting view
- Automated AI-assisted risk selection and submission triage
- Collaboration tools for underwriting team communication
- Real-time reporting and analytics covering hit ratios, renewal retention, and operational metrics
- API-enabled integration with policy administration systems, raters, and third-party data providers
Target Users: MGA and MGU underwriters and operations teams
At a Glance
- Founded
- 2017
- Headquarters
- San Francisco, California
- Employees
- 11-50
- Funding
- Acquired
Category & Focus
- Category
- Underwriting
- Subcategories
- Agent Portal Underwriting Workbench Submission Automation Policy Lifecycle Management
- Insurance Verticals
- P&C Commercial Specialty/E&S
- Target Customers
- MGAs/MGUs, Brokers
Customers
- One80 Intermediaries
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Last updated: 2026-04-09