This spring, Source is hitting the road with another round of highly successful Masterclasses. Offering…
Every time you submit a case with us, details of the business and all subsequent renewals are stored here in ‘Your Place’.*
Log in for the following:
- Look for a client (includes a record of all outgoing correspondence)
- View Pending Renewals
- View Cancelled Renewals
- Update your details (change of bank details, address, contact number, change of company name, etc.)
- View your paid and pending commission
- Change your default commission setting in Source Online
- Download client history using Extended Information Management system
Login to Your Place – Our broker extranet allows you to view your clients’ renewals weeks ahead of time. If you then find that any of the premiums have gone up significantly, you can re-broker the case to another of the insurers on our panel.
From Your Place you can print the quotation summary and full FCA compliance pack. All content is pre-populated automatically “behind the scenes” as you go through each quote, so there’s no extra typing.
Extended Information Management system
Download your entire client history from Your Place
Ideal for audits and record-keeping, the new EIM system makes business easier than ever.
Source Users can download their entire client information bank the click of a button with using the Extended Information Management System feature.
In one, simple, easy-to-manage spread sheet, you’ll find all of the following information;
- Client Name
- Policy Number
- Policy Start Date
- Last Premium Paid Date
- Premium Amount
- Post Code
- Transaction Type
- Product Type
- Policy Status
Login to Your Place and try it yourself today.
* Your Place not available for cases submitted via Source Commercial.