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We believe in helping Canadians find the right insurance at the best price, while providing exceptional customer service.

Our Mission Statement

At Surex, we’re revolutionizing the insurance industry by providing customized insurance solutions, and exceptional service, to our clients through a digital first experience.

Our advisors strive to exceed expectations by delivering an authentic and personalized experience to Canadians shopping for auto, home, business, condo/tenant insurance, and more. 

The team at Surex believes innovation is key to doing this. We leverage the latest technology to streamline processes and create efficiencies for our customers, utilizing both artificial intelligence and the best insurance quoting technology .

Most importantly, we are committed to giving back to our communities by supporting causes that matter to our clients and our team.

As Canada's leading online insurance brokerage, we are dedicated to making insurance simple, transparent, and accessible to everyone.

Our Core Values

Be Authentic
Be Authentic

At our core, authenticity guides us, fostering trust with every customer. Sincere, transparent interactions drive meaningful relationships and positive experiences.

Do More with less
Do More with less

We innovate for efficiency, prioritizing customer-centric solutions to deliver exceptional value while conserving resources effectively and sustainably.

Embrace Change
Embrace Change

Change fuels growth. With a focus on customers, we swiftly adapt to deliver innovative solutions, continuously evolving to exceed expectations.

Exceed Expectations
Exceed Expectations

We're driven to surpass expectations at every turn, ensuring every customer experience is exceptional. Going above and beyond is our norm, reflecting our dedication to delighting customers at every opportunity.

One Voice
One Voice

With "One Voice," we ensure unified communication, fostering trust and connection with every customer, regardless of the interaction's point person.

Results Driven
Results Driven

We're relentless in pursuing results, refusing to settle for stagnation. Our success fuels our drive for continuous improvement, ensuring we always push boundaries to better serve you, our valued customers.

Matt and Lance

Surex — A Canadian-made Success Story

Surex is proudly Canada’s largest digital insurance broker today, but its roots began in a small Canadian town. 

Founders Lance Miller and Matt Alston struck up a friendship as fellow business owners in Magrath, Alberta — population 2,400. 

Lance ran an insurance brokerage and Matt owned a direct marketing company. They decided to go into business together in 2005, first as a bricks and mortar insurance broker. This was a risky time to get into the business, as The Banking Act was revised to allow Canada’s major banks to enter the insurance industry.  

But Matt and Lance felt that Canadians would trust a broker to help them find the right insurance. After all, brokers work to compare the market for their clients while offering impartial advice.  

Their intuition was right and Surex continued to grow despite the new competition. As they gained more customers, Lance and Matt heard feedback from many that they wanted to be able to get their insurance online.  

The feedback was heard loud and clear and the duo moved to launch Surex online. Transitioning to an online business would also allow Lance and Matt to keep the business in Magrath as it grew. And so, they launched Surex’s beta website in 2012. 

Since then, Surex has grown rapidly and today, it is Canada’s largest digital insurance broker. 

Timeline

2011
Founded in Magrath, Alberta
2012
First Beta Site Launched
2016
Award - Startup 50 Canada's Top New Growth Companies
Surex placed 30th on the list
2017
Expanded Operations to Ontario
2018
Award - Growth 500
Canada's fastest growing companies award - placed 22nd overall
2020
Grew to a $100M book size
2021
- Nov 2021 - Strategic Partnership with iA Financial Group
- Award - CMA Marketing
- Surex makes thelist of 5-star brokerages
2023
- Award - CIO Award
- Award - Top Insurance Employers
- Award - IBC Best Insurance Employers Award

Who is Surex?

Leadership

Matt Alston

Matt Alston

COO & Co-Founder
Lance Miller

Lance Miller

CEO & Co-Founder
Sheila Baxter

Sheila Baxter

Senior VP, Technology Innovation
Rob Buchanan

Rob Buchanan

EVP, Marketing & Demand Generation
Matt Dillon

Matt Dillon

Executive Vice President
Sara Smith

Sara Smith

EVP, Finance
Ryan Kirk

Ryan Kirk

VP, Performance
Brian Tatum

Brian Tatum

VP of Business Development
Aaron Zaugg

Aaron Zaugg

VP, Client Experience & Internal Process
Alison Daniels

Alison Dmytryshyn

Director of Professional Development
Bobby Saini

Bobby Saini

Director of Business Intelligence
John Shmuel

John Shmuel

Director of AI Search and Content Strategy

Partnerships

Surex Awards and Recognition

Surex is proudly recognized within the Canadian insurance industry for exceptional service and innovation.

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Insbus
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in
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globe and mail
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Insurance Business 2022
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Entrepeneur

Recent customer reviews

Valentino
5
Anchal at Surex is the best

I highly recommend Anchal as an insurance broker. She is extremely professional, knowledgeable, and reliable. What truly sets her apart is that she is always available and genuinely cares about the people she works with.
She takes the time to understand individual needs, explains everything clearly, and makes sure you feel confident in your decisions. With Anchal, you never feel like just another client — you feel supported and well advised.
It is rare to find someone so dedicated, responsive, and truly committed to helping others.

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Roy B.
5
Excellent Broker Agent Customer Service!
We had an excellent experience with our insurance agent Patti Gustafson! From the very beginning, she is incredibly responsive, knowledgeable, and patient in explaining all our options. She made the entire process smooth and stress-free, and we truly felt that she had our best interest in mind — not just selling a policy. She took the time to understand our needs and found coverage that was both comprehensive and competitively priced. Any questions we had were answered quickly and clearly, and the follow-up service has been just as outstanding. Highly recommend to anyone looking for a trustworthy and professional insurance broker. Exceptional customer service!
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Caroline
5
Patti my insurance broker is always patient and timely.

Patti my insurance broker is always fast to respond and very easy to deal with. I have trust in Patti due to her excellent customer service over the years.

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Kerry Norman
5
Patti is wonderful to speak with!
Patti is very helpful and very knowledgeable. She returns calls and emails very promptly and a pleasure to speak with. No complaints what’s so ever!! Five stars!!
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Neil Horbachewski
5
Outstanding Service

Veronique Abbott Is the Insurance Advisor that helped me with my motorcycle insurance. I was very impressed by the timeliness and ease of setting up the insurance with her. I then realized I needed to change the effective date and she did this after hours before a holiday weekend. Outstanding service that I greatly appreciated. Thank you

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