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We believe in helping Canadians find the right insurance at the best price, while providing exceptional customer service.

Our Mission Statement

At Surex, we’re revolutionizing the insurance industry by providing customized insurance solutions, and exceptional service, to our clients through a digital first experience.

Our advisors strive to exceed expectations by delivering an authentic and personalized experience to Canadians shopping for auto, home, business, condo/tenant insurance, and more. 

The team at Surex believes innovation is key to doing this. We leverage the latest technology to streamline processes and create efficiencies for our customers, utilizing both artificial intelligence and the best insurance quoting technology .

Most importantly, we are committed to giving back to our communities by supporting causes that matter to our clients and our team.

As Canada's leading online insurance brokerage, we are dedicated to making insurance simple, transparent, and accessible to everyone.

Our Core Values

Be Authentic
Be Authentic

At our core, authenticity guides us, fostering trust with every customer. Sincere, transparent interactions drive meaningful relationships and positive experiences.

Do More with less
Do More with less

We innovate for efficiency, prioritizing customer-centric solutions to deliver exceptional value while conserving resources effectively and sustainably.

Embrace Change
Embrace Change

Change fuels growth. With a focus on customers, we swiftly adapt to deliver innovative solutions, continuously evolving to exceed expectations.

Exceed Expectations
Exceed Expectations

We're driven to surpass expectations at every turn, ensuring every customer experience is exceptional. Going above and beyond is our norm, reflecting our dedication to delighting customers at every opportunity.

One Voice
One Voice

With "One Voice," we ensure unified communication, fostering trust and connection with every customer, regardless of the interaction's point person.

Results Driven
Results Driven

We're relentless in pursuing results, refusing to settle for stagnation. Our success fuels our drive for continuous improvement, ensuring we always push boundaries to better serve you, our valued customers.

Matt and Lance

Surex — A Canadian-made Success Story

Surex is proudly Canada’s largest digital insurance broker today, but its roots began in a small Canadian town. 

Founders Lance Miller and Matt Alston struck up a friendship as fellow business owners in Magrath, Alberta — population 2,400. 

Lance ran an insurance brokerage and Matt owned a direct marketing company. They decided to go into business together in 2005, first as a bricks and mortar insurance broker. This was a risky time to get into the business, as The Banking Act was revised to allow Canada’s major banks to enter the insurance industry.  

But Matt and Lance felt that Canadians would trust a broker to help them find the right insurance. After all, brokers work to compare the market for their clients while offering impartial advice.  

Their intuition was right and Surex continued to grow despite the new competition. As they gained more customers, Lance and Matt heard feedback from many that they wanted to be able to get their insurance online.  

The feedback was heard loud and clear and the duo moved to launch Surex online. Transitioning to an online business would also allow Lance and Matt to keep the business in Magrath as it grew. And so, they launched Surex’s beta website in 2012. 

Since then, Surex has grown rapidly and today, it is Canada’s largest digital insurance broker. 

Timeline

2011
Founded in Magrath, Alberta
2012
First Beta Site Launched
2016
Award - Startup 50 Canada's Top New Growth Companies
Surex placed 30th on the list
2017
Expanded Operations to Ontario
2018
Award - Growth 500
Canada's fastest growing companies award - placed 22nd overall
2020
Grew to a $100M book size
2021
- Nov 2021 - Strategic Partnership with iA Financial Group
- Award - CMA Marketing
- Surex makes thelist of 5-star brokerages
2023
- Award - CIO Award
- Award - Top Insurance Employers
- Award - IBC Best Insurance Employers Award

Who is Surex?

Leadership

Matt Alston

Matt Alston

COO & Co-Founder
Lance Miller

Lance Miller

CEO & Co-Founder
Sheila Baxter

Sheila Baxter

Senior VP, Technology Innovation
Rob Buchanan

Rob Buchanan

EVP, Marketing & Demand Generation
Matt Dillon

Matt Dillon

Executive Vice President
Sara Smith

Sara Smith

EVP, Finance
Ryan Kirk

Ryan Kirk

VP, Performance
Brian Tatum

Brian Tatum

VP of Business Development
Aaron Zaugg

Aaron Zaugg

VP, Client Experience & Internal Process
Alison Dmytryshyn

Alison Dmytryshyn

Director of Professional Development
Bobby Saini

Bobby Saini

Director of Business Intelligence
John Shmuel

John Shmuel

Director of AI Search and Content Strategy

Partnerships

Surex Awards and Recognition

Surex is proudly recognized within the Canadian insurance industry for exceptional service and innovation.

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Insbus
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in
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globe and mail
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Insurance Business 2022
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Entrepeneur

Recent customer reviews

brent snable
5
Just a huge thank you to Jessica for…
Just a huge thank you to Jessica Baracetti for helping us getting insurance for my daughter. Jessica was really helpful and patient with all my emails and phone calls to get my daughter her freedom 👍 Thank you Jessica again for all your help it meant alot to both of us 😊
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Samantha Taylor
5
Best service provided

Jessica has been amazing in helping me find the best car insurance! She has gotten me every discount she can find and truly seems to care for her customers. I appreciate her hard work in helping me with a reasonable price and I’m grateful.

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Quinton Hofbauer-Paivio
5
Jessica Baracetti has been an amazing…

Jessica Baracetti has been an amazing broker over the last while. She answers my emails quickly and can always count on her when I need her!! Highly recommend her!!

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Michael Davies
5
Manjinder Singh was amazing help

Manjinder Singh was amazing help ! First time business owner. He took his time, was polite and professional. Got me the best quote for my insurance! Highly reccomended to anybody looking for insurance.

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Osman Shah
5
Manjinder Singh is a great pleasure to…
Manjinder Singh is a great pleasure to work with ! Very knowledgeable and professional throughout the entire process ! Worked fast and explained everything to me in detail. Would recommend anyone to work with him as this was the great experience from start to finish.
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