The Next Big Thing for P&C Brokers is Here!

Are you ready to take your insurance agency to the next level? The first standalone installer for Surefire AMS is live, and it’s bringing the heat to independent P&C brokers everywhere. Whether you’re a tech enthusiast, a productivity junkie, or just tired of juggling outdated tools, this release is for you. Download it, install it, and give it a spin – no complex setup required. It’s easy to use, still evolving, and it’s free. Let’s build something amazing together.

What is Surefire AMS?

At its core, Surefire is an insurance agency management system designed by brokers, for brokers. Think of it as your all-in-one toolkit to simplify workflows, streamline renewals, and make managing your agency easier than ever. The software is open source and packed with innovative features, offering flexibility to suit your unique needs.

Key Highlights:

• Lightning-Fast Searches: Quickly locate policies, clients, or key data in seconds.

• Own Your Data: Host it in the cloud, on a network server, or locally – your data, your rules.

• Streamlined Renewal Workflow: Track renewals, quotes, submissions, and more in one central hub.

• OpenAI Integration: Create custom prompts to process data faster and more efficiently.

• Flexible Deployment: Whether you’re a one-person shop or a growing team, Surefire adapts to you.

What’s New in This Release?

This version is a game-changer. Here’s what makes it stand out:

• Standalone Installer: Just download and install. No complex configurations or setups.

• Local Database Options: Use SQLite for a seamless local experience.

• Built-In PDF Tools: Manage certificates, applications, and endorsements with ease.

• RingCentral API Integration: Get caller details before you pick up the phone.

• Desktop Outlook Integration: Advanced, customizable searches make email management effortless.

• Attachment Management: Store, organize, and retrieve files locally or on the cloud.

• SMARTpaste: Paste a block of text, and AI fills in the fields for you.

This is just scratching the surface. The latest alpha version includes hundreds of updates and improvements, all designed to make your life easier.

How Do I Get Started?

It couldn’t be simpler:

1. Download the Installer.

2. Install and launch Surefire on your Windows system.

3. Explore the features, set up your clients and policies, and start experimenting.

Not sure where to begin? Watch the Quick Video Tour for a walkthrough of its capabilities.

Spread the Word! Surefire AMS is still under construction, and your feedback can make all the difference. Share it with friends and colleagues in the industry. Test it out. Let us know what works, what doesn’t, and what you’d love to see next. The goal? Build a tool that’s not only powerful but also tailor-made for the P&C community.

Get in on the action, try out the alpha version, and join us in shaping the future of insurance agency management.

Are you on fire? Let’s do this!
Download Surefire Now