I’m grateful that Anchal went above and beyond to help resolve a payment issue and ensure my policy did not lapse. Their professionalism, understanding, and willingness to assist made a stressful situation much easier to manage. Excellent customer service!
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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Underwriting Specialist
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
Devin really helped me promptly in getting home insurance at a reasonable cost. He is very diligent in collecting all information before proceeding with the application. It was a pleasure working with him.
I had a great experience dealing with Jennifer Depaola, she was very professional and explained the policy in great detail. Thank you very much Jennifer for making our transition into your company easy and satisfying.
I've been dealing with Manjinder Singh for my insurance needs. He makes it easy and will do his best to make it work. He helped me get insurance for my home and 20+ year old daily driver
I have struggled getting a good rate on insurance for years due to some infractions on my abstract from many years ago.
Devin was excellent to deal with, very kind reassuring and was able to source me an excellent rate with plans to check on better rates as we hit bi annual updates.
Couldn’t have asked for better customer service. Highly recommend