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Why Bundle & Save?

When customers bundle two or more policies together, they get to take advantage of discounted prices and can potentially save up to 20%* Most insurance providers offer customers discounted pricing for having multiple policies with them. One of the advantages of bundling it lets you have one payment date for all your policies. You can usually choose your billing date that works best for you. Talk to your advisor about how you can bundle and save today!

* This savings is the approximate average savings made by new clients when they choose to combine their home and auto and obtain an online quote. This percentage/amount is not guaranteed and varies based on each person’s individual profile.

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Nima Maham

National Coordinator of Professional Development

Nima

Do you have questions about bundle and save?

Customers who bundle two or more policies together can save up to 20%!

No, you must have all your policies with the same insurance provider. Talk to your advisor so they can shop around and find the carrier that works best for you!

No, you must have all your policies with the same insurance provider. Talk to your advisor so they can shop around and find the carrier that works best for you!

Yes, you can work with your insurance provider to make one payment date for all your policies.

Yes, the more policies you bundle with a provider, the more discounts you will receive. Please note that not all providers offer this discount, so talk to your advisor to shop around for one that does.

You can bundle as many policies as you have! For example, you can bundle your home and two car insurance policies together.

No, you can talk to your advisor and shop around to find a carrier to bundle and save with at any time!  Note that not all providers have this discount, but most do. Also, note that if you do switch mid-term there could be penalties you have to pay. However sometimes the savings is worth the penalty. Always speak to your Advisor to know what would be the best option for you.

There are many advantages to bundling your insurance policies together!

  • Discounted prices and savings
  • Same payment due date for all policies
  • Deal with one insurance provider
  • Have a single deductible (if you have a claim on both your home and car at the same time)
  • If you have a claim on your home and your auto you can deal with one claims adjuster.

Our 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.

Trustpilot
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!
Trustpilot
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.

Trustpilot
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!!
Trustpilot
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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