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Surex home insurance referrals
Surex home insurance referrals
Marnie George avatar
Written by Marnie George
Updated over a week ago

About Surex

Surex is an insurance brokerage that has partnered with more than 10+ of Canada’s top insurance providers. They work together to help your clients find the best coverage for their needs, at the best rate.

10+ Quotes in one click!

Home insurance is necessary to fund a mortgage, and if it is a new property the client MUST get a new quote on the new property. Surex offers the clients a true brokerage experience where they are shopping the market and getting multiple quotes.

Your client will get to shop the market from Canada's top insurance carriers, receive a dedicated Surex advisor and will obtain digital proof of insurance. Simply put, this is the easiest way for your clients to get a new quote on their home insurance.

$ The Surex referral bonus

Earn a referral bonus by sending your clients to Surex. An advisor will help them find the best home insurance quote.

Check with your brokerage to know what incentives Surex offers your team. Payments will be sent from Surex directly to your brokerage, and your broker owner will distribute it.

How it works

The Borrower experience

Now you can send referrals to Surex right within Finmo! We provide a quick and painless way to get multiple quotes, a dedicated advisor, and instant proof of insurance. The best part? The referring Mortgage Broker gets paid for one click in Finmo.

  1. Surex advisor: When a lead is received through Finmo, the client is instantly assigned a dedicated Surex advisor who is licensed in the appropriate province and who is ready to reach out to the lead.

  2. Communication: Their system triggers an automated "welcome" email to the client introducing the Surex advisor and providing the advisor's direct contact information (email and phone number). This allows the client to reach out to their advisor directly whenever they want.

  3. Support: This advisor helps them through the quoting and sales process but also remains their contact for the lifetime the client is with Surex.

  4. Sale: When a client buys a policy through Surex they receive instant proof of insurance which can be sent to their mortgage broker or lawyer as part of the closing docs.

NOTE: If the broker receives the MLS listing they will input the remaining data into the Surex quoter, when they reach out to the client they only ask 4-5 more questions (data that is not in Finmo or on the MLS), things like garage square footage, how old is the roof, how far away from a fire hydrant... They then provide the client with 10+ quotes on their insurance, discuss bundling options with the client (discounts through bundling home and auto insurance.

How to send a referral from Finmo

Brokers can now send referrals to Surex right within Finmo!

Note: Your brokerage has to be enabled by our team to be able to send referrals to Surex.

1. Open the deal in Finmo that you wish to send the referral

NOTE: The minimum information needed for the referral to go through is the borrower’s full name, email, and property address. We recommend introducing the idea of insurance as early as possible in the conversation with your clients, but the referral is most effective if sent to Surex after a deal has been funded and the closing date is known. The insurance quotes last for 60 days.

2. Select "Home Insurance" from the left menu

3. Click on the "Send referral" button

4. Do you have borrower consent? If yes, click on "Send referral" in the pop-up

That’s it! Your client’s details will be sent to Surex. An advisor will contact them and help them find the best home insurance quote.

Contact Surex for more information

Brian Tatum

Business Development Manager

Phone: 289-812-4756

Should you have questions please click on the chat bubble.

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