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Get in touch
- The Source, Global Reach, Cardiff, CF11 0SN
- [email protected]
- 02920 265265
- Monday to Friday: 8.30am to 5pm
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- The Source, Global Reach, Cardiff, CF11 0SN
- Support 02920 265265
2025 Refresh
Hit refresh on your GI Business.
Join our 2025 refresh! Kickstart the year with confidence! Whether you’re new to Source or a loyal partner, January is the perfect time to refresh your approach to insurance and explore everything we offer.
Access cutting-edge tools like our Premium Predictor and Premium Saver to better serve your clients.
Tailor your experience with customisable quoting options.
Leverage our support for smooth operations and quick resolutions.
Want to find out which system is right for you? Visit our offering.
Out Top 3 Tips for Making GI a Priority in 2025
Set Yourself Monthly Targets
Establish a clear goal for how many conversations or quotes you’ll aim for each month. Breaking your volume goals into smaller, manageable actions makes it easier to manage and build on!
Track Your Metrics
Monitor how many leads you reach, quotes you send, and deals you close. Reviewing your data regularly helps you identify patterns, adjust your approach, and stay consistent in your efforts.
Make It a Habit
Dedicate a specific time each week to outreach or follow-up. Consistency becomes second nature when it’s built into your routine.
Provide your clients with 5 Star Defaqto rated-cover
Based on our Source Home product rating.
Boost conversion by 45% with the Share Tool
Transform objections into opportunities by sharing your advised quote at the declaration or payment stage.
Advisers who leverage the share function achieve an average 45% more conversions—don’t miss out on the chance to grow your business in 2025!
Find the right price with our Premium Saver
Flex the price of your quote using the premium slider. This will allow more more control over the premium, especially for managing price objections.
Advisers who lowered their commission by 5 to 10% saw an 18% increase in conversion!
Not yet registered?
Out Top 3 Tips for Keeping your momentum going through 2025
Quote GI on Every Opportunity
Every client interaction is a chance to provide a quote. The more quotes you provide, the greater the chance of converting prospects into clients.
Get Ahead of Renewals
Volume is all about timing. Track renewal dates for existing clients and get your quotes out early. Reaching out early keeps you top-of-mind and can even reduce the temptation to shop around on aggregators.
Make GI Tangible
Clients value GI when they see its real-life benefits. Share stories of how GI has helped others in situations similar to theirs.
Meet your TBDMs
Our Telephone Business Development Managers are here to help you boost your business.
From increasing volume to making your systems work smarter for you, Roy and Sabine are your go-to experts for taking things to the next level.
Meet your Support Team
Have general adviser queries? These knowledgeable professionals are ready to assist with all your day-to-day needs and ensure you get the guidance you need, whenever you need it.
Our commission guarantee
Year 1 £4,301
Year 2 £12,473
Year 3 £24,129
Year 4 £38,920
Year 5 £56,563
Build your commission year on year
Example: £340 Premium, 27.5% Commission, 90% Retention
You’ll earn competitive and flexible commission for the lifetime of each policy placed with Source.
For every year that your client renews with Source, you’ll continue to receive commission, even if you retire or leave the industry.
Set your default preferred commission percentage, between 0% and 27.5%, or use our sliding-scale to amend your commission rate at the end of each quote, to suit your client’s individual needs and budget.
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