/retail banking

News and resources on retail banking, consumer finance and reinventing customer experience in finance.

Surex to integrate insurance quotes into the mortgage application process with Filogix

Source: Filogix

Surex, Canada’s fastest growing online Insurance Marketplace™, and Filogix, a Finastra company that has served as the technology hub of the Canadian mortgage industry for over two decades, have partnered to enable mortgage brokers to initiate a home insurance quote alongside any mortgage application with a single click.

The integration of Surex with Filogix Expert will allow mortgage brokers to easily request home insurance quotes for customers with a simple click of a button. Brokers will receive access to 10+ offers from Canada's leading insurance carriers, all within the Filogix Expert platform. Home insurance is a critical aspect to mortgage origination and the goal is to simplify the process, add value to the customer experience and help get deals done faster.

“We are always trying to make the insurance buying process easier. Now, with this partnership, Canadians can take the - sometimes complicated - process of obtaining a mortgage, together with home insurance, and have it all done seamlessly in the same transaction,” said Lance Miller, CEO & Co-Founder, Surex.

“Filogix is committed to streamlining the mortgage process, from origination through to underwriting,” said Jerry Lo, Vice President, Filogix. “Through our partnership with Surex, we are removing another barrier from the process. Brokers will be able to access and provide their customers with home insurance quotes, providing a better experience and greater value for all involved.”

Comments: (0)