RQB vs Surefyre, ClarionDoor, and Carrier Portals: What You Need to Know
If you’re tired of bouncing between quoting portals, manually uploading ACORDs, and chasing underwriters for every submission-you’re not alone.
MGAs, carriers, and agencies are replacing fragmented rating tools like Surefyre, ClarionDoor, and carrier portals with RQB (Rate-Quote-Bind)a quoting platform built for speed, API access, and post-bind automation.
Let’s break it down.
1. Overview: What Each Platform Really Does
| Platform | Designed For | Limitation |
| Surefyre | Submission intake + workflows | Manual quoting, limited carriers |
| ClarionDoor | Carrier-led quote configuration | Not MGA-centric, lacks bind workflows |
| Carrier Portals | Direct market submission | No multi-carrier logic, 1:1 entry |
| RQB | MGA/carrier quoting + bind | Built for speed + handoff to BPO |
RQB is the only one designed for MGAs managing multiple markets, carriers, and workflows-and pushing submissions directly into ops.
2. Key Comparison: Quoting & Workflow Integration
| Feature | RQB | Surefyre | ClarionDoor | Carrier Portals |
| Multi-carrier quote engine | Yes | No | Partial | One at a time |
| API-enabled quoting & bind | Yes | – | Limited | – |
| Email/document intake | Built-in AI OCR | Manual | – | – |
| Post-bind execution support | Via BPO or AMS | – | – | – |
| Rater + submission in one | Yes | – | – | – |
| Underwriter triggers / rules | Yes | Partial | – | – |
3. Real-World Use Case: Multi-Carrier BOP Quote
Scenario:
An MGA receives a BOP submission with 3 requested carrier markets.
With Surefyre or ClarionDoor:
- Data entered manually into 3 portals
- No quote logic or binding from same interface
- No task created post-bind
- Manual quote tracking spreadsheet
With RQB:
- Email read via AI → submission tagged as BOP
- Required docs classified via OCR
- RQB identifies 3 eligible carriers based on appetite + LOB
- Quotes pulled via API or submitted from same screen
- Bound quote → AMS updated → COI triggered
4. Why MGAs Are Moving to RQB
- Less double-entry: One submission, multiple markets
- Faster quoting: 5–10x more quotes per CSR per day
- Fewer errors: Quotes pushed directly to carriers
- Full integration: Binds push to AMS360, Epic, EI
- Ops-ready: Post-bind tasks (like endorsements, COIs, audits) flow automatically
5. RQB vs “Just a Portal”
| Area | RQB | Traditional Portal |
| Quoting | Real-time, multi-market | One carrier at a time |
| Submission intake | AI OCR & email routing | Manual upload |
| Task assignment | Auto-create post-bind | Requires manual tracking |
| BPO execution available | Yes | No |
| Speed to quote | 15–30 min | 2–6 hours (or days) |
Still using Surefyre, ClarionDoor, or portals? RQB is built for quoting at scale.
Quote multiple carriers, bind, and automate downstream ops-all in one stack.
Start your quoting pilot with Selectsys.
FAQ
Do I need to replace my AMS to use RQB?
No. RQB works with AMS360, Epic, EI, or any AMS. It handles quoting and push-to-bind, then updates your system.
Can I configure carrier-specific rules in RQB?
Yes. Appetite logic, underwriting flags, and LOB rules can be tailored per carrier.
What lines of business are supported?
WC, GL, BOP, Property, Auto, Cyber, Inland Marine, and more.
Learn more about the RQB quoting platform
