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- 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
Author: Owen Deacon
Caution! Autumnal Hazards Ahead!
Many homeowners don’t think to prep their properties for the weather accompanying the autumnal season.
Have you checked in with your clients recently? If not, use this guide to ensure your clients are ready to protect their homes before the weather starts to turn!
Source Go: The Modern Answer to the GI Question
The modern insurance market requires a significantly different approach compared to five or ten years ago, let alone a couple of decades ago.
Clients expect a certain level of service from their adviser, which has now been reinforced by the FCA’s Consumer Duty regulations implemented in 2023.
The Themes Remain the Same
Whilst acknowledging that most brokers and insurers in the study had taken steps towards improving their product governance, too many continued to fall short of the regulator’s high standards.
Expanding Your Online Reputation – A Starter Guide to Digital Marketing
There is a gap in the virtual market for you to appeal to an audience in need of sound financial guidance.
9 in 10 young followers have been encouraged to change their financial behaviour – a case of potentially misplaced trust.
Why Being a Consumer Champion is the Best Title You Can Hold
As you know, becoming a Consumer Champion doesn’t happen overnight. It takes years of experience to build a trusted reputation in the Financial Services industry.
Source Insurance Partners with Fairstone
Source Insurance has announced a partnership with one of the UK’s largest and fastest growing wealth management firms, Fairstone.
Source Insurance Joins The Money Group’s GI Panel
Award-winning GI intermediary Source Insurance have joined the GI panel at the Appointed Representative network, The Money Group.
OMS integrates with Source Insurance to enhance GI user experience
One Mortgage System (OMS) has announced a full application programming interface (API) integration with Source Insurance to enhance its users general insurance experience.
Collaborating With Our Advisers – Why Working Together is Paramount
“In today’s rapidly evolving insurance landscape, the need for flexibility and adaptability has never been more critical. With the busy lives of advisers and their customers requiring more versatility, this article takes a look at the development of The Source – technology built with advisers for advisers!”
The Source: About Our New System
Our system boasts unique features, both big and small, that have all been specially designed to help you in your endeavours. They all play a part in providing your customers with a straightforward, hassle-free way of finding their ideal home protection.