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Credit Union

The right partner for your Credit Union in 2022!

With the proposed changes to The Credit Unions and Caisses Populaires Act, your Credit Union will soon be able to offer insurance products to your members next year. Leaving you a number of options on how to best serve your members.

Surex is positioned to provide your members with choice, value, and convenience all while making your credit union look like the hero.

Why Surex?

Your members bank with a credit union because they value community, they value customer service, they don’t want to feel like just a number at one of the big 5. How does an online brokerage line up with these values?

We are glad you asked!  When any customer goes to Surex.com to start a quote they are assigned a RIBO licensed advisor. This advisor assists the customer through the purchasing process to ensure they get the insurance products that best fit their needs. 

This relationship however does not end after purchase, this same advisor continues to be your member's point of contact whenever they need to make changes to their policy or to get advice in the event of a claim. 

There are no call centers at Surex, no customer ID numbers. Continuity of Service is maintained during a customer's entire time at Surex (these are our small town roots showing through). All your members will have the direct phone number and email of their assigned advisor. Online convenience, with old-school relationships.

But don’t take our word for it. Check out our google reviews where we have a 4.8-star rating! They all speak to the great work our advisors do for our customers (and will do for yours)

Who is Surex?

Founded in 2012, Surex is Canada’s fastest-growing insurance company. Our platform lets customers shop from up to 12 of Canada’s top insurance carriers with the ability to quote, bind and buy online. 

But that is only part of the story, our roots are not much different than yours. Surex was launched in Magrath, AB. A small farming town of about 2000 people. Surex co-founder and CEO Lance Miller was a small town broker who saw that technology would allow him to grow past the dirt roads that surrounded Magrath. 

Now Surex is a nationwide brokerage with offices in Burlington and Cambridge, Ontario as well as our head office, still located in Magrath

Online convenience and value

Our technology allows customers to compare quotes from up to 12 of Canada’s leading insurance carriers. Your members will be able to shop the market in as little as 10 minutes and leave knowing they got the very best value on their home and auto insurance (but not just home and auto, we are a full-service brokerage offering, farm, commercial, RV, boat, motorcycle, travel and more).

This is done through our proprietary online quoter, and here is the best part. We will white label the quoter to give your members the familiar look and feel of your credit union brand. We will do all the heavy lifting on our end while making sure your members feel they are still right at home.


We know you have many options with how your credit union will approach this new opportunity in offering insurance to your members. If you would like to discuss how Surex can provide an off-the-shelf solution for your members please visit Surex.com/creditunion or do not hesitate to reach out to a member of our business development team. We look forward to hearing from you.

Email us today to book a free demo:

Brian Tatum
Business Development Representative (Ontario)
Phone:
(289) 716-5599
Jeff Hill
VP of Business Development (Alberta)
Phone:
(403) 393-5458