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.
- If you want to understand how Selectsys replaces standalone tools and isolated outsourcing with a cohesive lifecycle model, the operating model page explains how the full stack works together.
See Why RQB Beats Surefyre for MGAs and Delegated Authority Ops
Start your pilot today or request a live walkthrough of your quoting and bind workflows.
Connected Across the Insurance Lifecycle
Selectsys operates as a connected insurance infrastructure. Each component supports a different part of the policy lifecycle while remaining fully connected inside one operating system.
Each capability can operate independently, or connect with the others as the operation requires.