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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

Feature RQB Surefyre
Built For MGAs, carriers, wholesalers, agents Agencies and program administrators needing configurable intake and quote forms
Lines supported Commercial and personal including WC, GL, BOP, Property, Auto, Cyber, Homeowners Commercial oriented forms and templates
Multi line quoting Yes. Chain quotes across WC, GL, Auto, Property, and more Possible via forms workflow. Depends on configuration
Quote to bind API or guided bind with policy record creation and EI Forms output Quotes only. Bind occurs in carrier portals or separate systems
Issuance and documents EI Forms engine generates bind package, forms, schedules, and delivery files Limited document generation. Issuance handled outside
Renewals Renewal queues, re rating, carry forward, and task routing Limited or manual renewal handling
Producer and broker access Role based producer portal with scoped permissions and audit Producer submission via configured forms
Carrier and program mode Carrier hosted rating for appointed agents, delegated authority support, underwriting referrals Data capture for carrier programs. Execution handled elsewhere
Underwriting rules and appetite Rules for state, class, thresholds, eligibility, and carrier selection Validation and routing inside forms. Appetite logic is limited compared to full rule sets
Integrations and APIs Carrier APIs, Expert Insured, AMS360, Epic, CRM, data export API connectors and webhooks. Depth depends on buildout
Automation and intake Email and portal intake, OCR assisted capture, automated task routing Form centric intake and workflow steps
Reporting and audit Quote outcomes, carrier response logs, bind rates, producer and agent activity Quote and submission reporting aligned to forms. Post bind reporting relies on other systems
Setup time 8 to 12 weeks for pilot. About three months for full implementation including carriers and forms 3 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 Case Best Platform
Multi line quoting including GL plus WC plus Auto RQB
Delegated authority program with bind and issuance forms RQB
Personal plus commercial quoting in one session RQB
Forms only workflow for data collection and internal review Surefyre
Internal submissions without bind or issuance needs Both
Hybrid API plus manual rating with preserved quote logs RQB

Summary Table

Category RQB Surefyre
Quote and bind Yes Quotes only
Commercial and personal Yes Commercial focused
Issuance documents Yes via EI Forms engine Limited. Performed outside
Producer Access Yes with role based controls Yes via configured forms
Carrier mode Supported for hosted agent portals and referrals Data capture. Execution external
Setup time 8 to 12 weeks pilot. About three months full 3 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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