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Let’s talk about support. Many companies offer support functions, but are those systems genuinely fulfilling the needs of their customers?
As a General Insurance Intermediary, one of Source’s core values is ‘Customer service that cares’ and with that comes the promise of ‘Real people, not just robots’. Source ensures their support systems contain a balance between technological and personalised support so customers can select what works for them.
Customer care is the beating heart of Source Insurance. As one of the integral promises, it governs the standards the service teams strive to uphold. Maintaining a Trustpilot rating of 5*, the team is always on hand to go the extra mile for advisers and their customers.
Source offers a multi-dimensional support system from Customer Service to Broker Support, off-panel support and optional annual retention aid.
As GI experts, our agents are continuously monitored, trained, and tested to ensure a high level of expertise is consistently met. So you can be sure that your clients are in safe hands.
Having smaller teams means Source can offer a more personalised approach with advisers, building lasting relationships and delivering tailored training on a 1-2-1 or group basis.
At Source, they have created both adviser and policyholder feedback forums. These groups work with the company through the development and roll-out of new systems and features to ensure that any new additions are designed and created to fit the needs of advisers and their clients truly.
Source has supported advisers with educational tools and CPD-driven resources for years and is continuing to expand their learning offering later this year.
LearningLab: Covering topics from insurance basics to compliance, LearningLab offers 15-minute modules that are a quick and easy way of building CPD time towards your annual total.
Blog: Updated monthly with topical articles, Source’s blog is a great place to keep up to date with industry insight.
eBooks: Source offers both adviser and customer-facing eBooks. These short reads are perfect for brushing up on your basic knowledge or supporting your customers in understanding specific insurance topics.
MarketingHub: The MarketingHub is brimming with over 70 templates to use across social media and within your office space.
Register to use Source Online today and experience these benefits for yourself! gi.thesource.co.uk