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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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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. 

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Nima Maham

National Coordinator of Professional Development

Nima

Recent customer reviews

Barbara Elliott
5
I've always had service handled in a…

I've always had service handled in a good time frame. Changes for any vehicle paperwork has been done immediately.
I've never had a claim, so I can't comment on any handling in that nature.

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Michael Davies
5
Jessica - home and auto
Jessica has been nothing short of phenomenal throughout our insurance journey. As a long-time client for my auto insurance, I always appreciated her responsiveness and expertise — but when we became first-time homebuyers, she truly went above and beyond. Not only did she secure us an exceptional rate on our new home insurance, but she also managed to lower our existing auto insurance, saving us money at a time when every dollar counted. Her knowledge, attention to detail, and proactive approach made the entire process seamless and stress-free. What really sets Jessica apart is her unwavering dedication, especially during tough times. When we tragically lost a home, she handled everything with compassion, professionalism, and speed — guiding us through the claims process with care and clarity. And when we were ready to start fresh with a new home, she didn’t miss a beat. She started from scratch, made sure we were fully covered, and continued to support us every step of the way. Jessica isn’t just an insurance broker — she’s a trusted advisor, a fierce advocate, and a true partner in protecting your life and your future. I can’t recommend her highly enough. If you want someone who genuinely cares, acts with integrity, and delivers outstanding results, look no further. Thank you, Jessica — we’re so grateful to have you on our side!
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Lubov Obasi
5
I had great experience with Surex agent…

I had great experience with Surex agent when I needed to change my insurance policy quickly to accomodate my needs.
They were able to act fast as I requested and I appreciate it very much.
Great job!

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Grace McMahon
4
Nick is a great agent !
Nick is a great agent and is extremely knowledgeable and helpful for me as a first time home insurance buyer. He made the entire process of getting set up and going through my first few payments smooth and efficient. Any time I had any questions he responded to my text/call within 24 hrs!
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Line & Gary
5
We always get a prompt response from Jason
We always get a prompt response from Jason or one of his teammates. Our needs get resolved quickly and efficiently.we are very please with the service we get from Surex.
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