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RQB vs Surefyre: Quoting that finishes the job

RQB runs quoting, bind, issuance documents, and renewals for MGAs, wholesalers, and carriers. Surefyre focuses on configurable form workflows for quoting.

RQB is a multi line quoting platform for MGAs, carriers, and wholesalers with quote to bind to issue and renewal workflows in one system. Typical pilot is 8 to 12 weeks and full implementations about three months depending on carriers and programs.

Surefyre is a configurable workflow and form engine used to collect data and quote. Bind, issuance, and renewals are handled in other systems or custom processes.

Platform Level Comparison

FeatureRQBSurefyre
Built ForMGAs, carriers, wholesalers, agentsAgencies and program administrators needing configurable intake and quote forms
Lines supportedCommercial and personal including WC, GL, BOP, Property, Auto, Cyber, HomeownersCommercial oriented forms and templates
Multi line quotingYes. Chain quotes across WC, GL, Auto, Property, and morePossible via forms workflow. Depends on configuration
Quote to bindAPI or guided bind with policy record creation and EI Forms outputQuotes only. Bind occurs in carrier portals or separate systems
Issuance and documentsEI Forms engine generates bind package, forms, schedules, and delivery filesLimited document generation. Issuance handled outside
RenewalsRenewal queues, re rating, carry forward, and task routingLimited or manual renewal handling
Producer and broker accessRole based producer portal with scoped permissions and auditProducer submission via configured forms
Carrier and program modeCarrier hosted rating for appointed agents, delegated authority support, underwriting referralsData capture for carrier programs. Execution handled elsewhere
Underwriting rules and appetiteRules for state, class, thresholds, eligibility, and carrier selectionValidation and routing inside forms. Appetite logic is limited compared to full rule sets
Integrations and APIsCarrier APIs, Expert Insured, AMS360, Epic, CRM, data exportAPI connectors and webhooks. Depth depends on buildout
Automation and intakeEmail and portal intake, OCR assisted capture, automated task routingForm centric intake and workflow steps
Reporting and auditQuote outcomes, carrier response logs, bind rates, producer and agent activityQuote and submission reporting aligned to forms. Post bind reporting relies on other systems
Setup time8 to 12 weeks for pilot. About three months for full implementation including carriers and forms3 to 6 months typical implementation depending on forms and integrations

Why RQB Wins for MGA and carrier programs

Quote to bind to issue with EI Forms in the loop

Commercial and personal in one platform with multi line chaining

Producer and agent portals with scoped access and full audit

Rules and appetite filters for faster, compliant placement

Renewal ready workflows with prior term carry forward

Use Case Breakdown

Use CaseBest Platform
Multi line quoting including GL plus WC plus AutoRQB
Delegated authority program with bind and issuance formsRQB
Personal plus commercial quoting in one sessionRQB
Forms only workflow for data collection and internal reviewSurefyre
Internal submissions without bind or issuance needsBoth
Hybrid API plus manual rating with preserved quote logsRQB

Summary Table

CategoryRQBSurefyre
Quote and bindYesQuotes only
Commercial and personalYesCommercial focused
Issuance documentsYes via EI Forms engineLimited. Performed outside
Producer AccessYes with role based controlsYes via configured forms
Carrier modeSupported for hosted agent portals and referralsData capture. Execution external
Setup time8 to 12 weeks pilot. About three months full3 to 6 months

FAQs

Closing Summary
Choose RQB if you need one platform to quote commercial and personal lines, complete bind, generate issuance documents, and run renewals with carrier and delegated authority support. Choose Surefyre if you primarily need configurable forms and internal quoting workflows while handling bind and issuance elsewhere.

Disclaimer
All trademarks, product names, and company names are the property of their respective owners. Comparisons are based on publicly available information and typical configurations. Actual features and timelines vary by version, region, and implementation.

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