Release Preview v.1.0.1-alpha Now Available

In Releases Tags Published 1/1/2025 1 comment

Read about the newest updates, features and fixes in the first preview release of Surefire.

The first standalone installer for Surefire AMS is officially live on GitHub, marking a significant milestone for this open-source insurance agency management system. Designed for independent P&C brokers, Surefire AMS brings speed, flexibility, and cutting-edge tools to streamline agency operations.

Key Highlights in v1.0.1-alpha:

  • Standalone Installer: A simple, no-hassle installation process for Windows systems.

  • SQLite Database Support: Local database options for seamless standalone functionality.

  • Advanced PDF Tools: Create, manage, and attach certificates, applications, and endorsements effortlessly.

  • RingCentral API Integration: Display caller details and client data before picking up the phone.

  • Desktop Outlook Integration: Perform powerful, customizable email searches.

  • SMARTpaste: Paste text blocks and let AI automatically populate data fields.

  • Attachment Management: Store and retrieve files locally, on a network drive, or in the cloud.

Click here to view the release on GitHub

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