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
Working with Kathy has been the best customer service experience I’ve had in years. She’s not just an agent; she’s a true advocate for her clients. Whether I have a quick question or need help navigating my policy mid-term, she is always available and easy to talk to. She makes the world of insurance feel simple and human. Thank you for everything!
They were very prompt and responsive in handling my case. Quick connection to the insurance provider. They were very helpful in showing the entire claim process.
Natasha was extremely proactive throughout the process. As a first-time home buyer and policy signee, it was crucial to me to have someone so detail oriented to step me through.