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When we started Surex, it was a brick-and-mortar insurance brokerage in the small town of Magrath in Southern Alberta. We both have experience living and working in small towns, and…
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Partnership with Filogix
Surex has strategically partnered with Filogix to help streamline the mortgage and insurance application processes. This integration will see two companies work together to form a powerhouse in the mortgage industry, allowing mortgage brokers to initiate home insurance quotes alongside mortgage applications at the click of a button. Brokers will have access to 10+ offers from Canada’s leading insurance carriers, all within the Filogix Expert platform.
In Canada, you cannot get a mortgage without home insurance, so this new and exciting partnership will not only help simplify the process for clients, it will also add value to the customer experience and help deals go through faster.
"The integration into the Expert platform is going to provide tremendous value to mortgage brokers and their clients! It will allow brokerage clients to shop the market and get the best value on their home insurance at the time of mortgage origination with a one-click referral. And, for mortgage brokers, our digital experience should improve their deal flow as we allow the client to bind policies online and provide them with instant, digital proof of insurance.” - Jeff Hill, VP of Business Management
Surex is excited to work together collaboratively and make one simple process of obtaining a home insurance quote with a mortgage application as seamless as possible, and to break down the barriers to help make the customer experience flawless.
Who is Filogix?
Filogix, a Finastra company, has been the technology hub of the Canadian mortgage industry for over two decades. The company was formed in 2017 and they aim to create a better experience through their open platform that accelerates collaboration and innovation in financial services by delivering vitally important technology to financial institutions of all sizes across the globe. They are leading the way in which applications are written, deployed, and consumed in financial services to evolve with the changing needs of customers. For more information, visit www.finastra.com
