Our Advisors
Get a personal insurance advisor to assist you in all your insurance needs. Insurance advisors help you every step of the way whether you're new to insurance for home, auto, and business or whether you're looking to shop around. We'll set you up with a dedicated licensed insurance advisor so you'll be in communication with the same person every time.
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National Coordinator of Professional Development
Benefits of Working with a Surex Advisor
An insurance marketplace/brokerage specializes in insurance and risk management. These companies have Advisors or Brokers to act on behalf of their clients. They provide professional advice on what products and coverages they need for their specific situation or family. These Advisors/Brokers can help arrange and place the coverage with the chosen insurance company.
Essentially, advisors and brokers are the same. They are licensed professionals in the insurance business that can help answer all your insurance-related questions.
Insurance Advisors/Brokers sell many types of insurance, including health, home, auto, accident, and life.
An insurance brokerage gets paid a commission when they sell a policy. Similar to a Real Estate agent they represent lots of properties and make a commission when they match a seller with a buyer.
If you’re just getting insurance for the first time or are looking to save time, Insurance Advisors/ Brokers can help provide advice and do all the heavy lifting for you. They can contact leading insurance providers to compare prices and coverages. It’s also a great way to save money on insurance as you can easily compare all the prices in one spot.
Every company structure is different. Some earn a salary and have a book of clients they manage and some make money off of commission structure, where they receive a % from every insurance policy they sell.
Recent customer reviews
I had a wonderful experience with Mr. Devin Jeffrey! I had several insurance needs and Mr. Jeffrey helped me with everything. Devin was dedicated and informative. He took the time to explain everything to me through out the entire process. And he saved me a considerable chunk of money compared to what my previous insurance company was charging me. Top shelf service Devin! Keep up the great work. I hope I can refer all my clients directly to you!!!!
Erich provided exceptional support throughout my insurance process. He explained everything clearly, made sure I understood my options, and guided me step‑by‑step with patience and professionalism. I felt genuinely supported, and he made what could have been a stressful experience feel simple and manageable. His communication, knowledge, and attention to detail really stood out. Overall, Erich is doing an excellent job and delivers the kind of service that builds trust and confidence.
My customer service rep Jennifer DePaola was amazing. I had an excellent experience and wanted to take a moment to recognize the outstanding customer service I received. From the moment I reached out, the she was professional, friendly, and genuinely focused on helping me.
She took the time to listen to my questions, explained everything clearly, and made sure I felt comfortable with the entire process. It’s rare these days to find a company that combines efficiency with such a personal and attentive approach.
What stood out the most was her willingness to go the extra mile to make sure everything was handled properly. The level of care and attention to detail really made a difference and left a lasting impression.
Overall, I’m extremely satisfied with the experience and would highly recommend them to anyone looking for reliable service and a team that truly values their customers. Thank you for the fantastic support!