At Source, we recognise that advisers’ time is valuable, so we’ve introduced major system enhancements to help you save time when quoting for clients, meaning we’ve halved our quote time.
Whether you are quoting for one client or working with multiple clients, you need a home insurance process that is fast and simple.
Based on valuable feedback from our advisers, we determined key pain points and addressed them directly. You shared your needs, and we responded.
The result is a quicker, smoother, and more efficient quoting experience.
We’ve Cut Our Declarations by Over Half
One of our most significant changes is reducing the number of Declarations from 27 to 13.
You told us the Declarations were too long, and we agreed. Reducing them streamlines the quoting process and saves advisers time on GI.
This change makes the process more manageable while still collecting essential information. By saving time, you can concentrate on other important aspects of your services.
We’ve Removed Questions from the Core Journey
You also noted there were too many questions, so we have simplified the core process.
We have removed unnecessary questions and increased auto-population where possible. This reduces manual input and gives you more control over repeated information.
These improvements create a more efficient quoting process, making it smoother for advisers and easier for clients. This also leads to more effective conversations with less time spent on details.
We’ve Moved Client Contact Details to the End of the Quote
We have also moved email and telephone details to the Summary of Cover page.
You requested that contact details appear later in the process, after a quote is obtained. This reduces barriers to finding the right quote and makes the process more natural and sequential.
By removing these barriers, advisers can find quotes more easily and reduce possible friction with clients.
We’ve Removed a Step to Reach the Panel
We understand that advisers value reaching pricing as quickly as possible.
We have combined the Person and Property pages to reduce the number of steps. Now, only one step remains before you can access our panel of insurers.
This results in fewer clicks, less navigation, and a clearer route from property to panel.
What This Means for You
Your quoting experience should be efficient and effective. Here are the key benefits:
· Less time spent going through declarations and questions
· Fewer clicks and less navigation across multiple pages
· Less information to check with the client
· A smoother end-to-end quote journey
· An easier system to learn for new users
· A faster route from property to panel
· Less room for back and forth, and fewer chances for error
· A more natural conversation with your client, with fewer barriers at the start
For high-volume users, these improvements can have a significant impact. When speed matters, even minor changes can positively impact workload and output.
Want to explore the new and improved quoting system for yourself? Log in today and try a quote!
broker.thesource.co.uk, or read our press release for more information.
