How Source Insurance Supports You and Your Clients

How we work with advisers to provide solutions

When it comes to navigating the world of Home Insurance, sometimes you need further support from people like us to take some of the pressure off. As a trusted guide in financial services, your clients will always look to your for the best way forward. However, we’re here to help! We can assist you in providing good outcomes and positive client experiences. Here’s how.

The Source – Flexibility is Yours!

The Source, our quotation platform introduced in 2024, is your answer to many GI grumbles that may stand in your path. Tools like the Share Quote Feature and the Premium Saver have been proven to increase quote conversions by 45% and 18%, respectively.

For clients who have self-service objections and find the quote-finding process time consuming, The Source provides a seamless experience with greater control and the ability to complete in one’s own time at their own convenience. Find certain quotation systems rigid? The Source boasts Customisation Tools that sculpt the quoting process to perfectly align with your preferences.

Select how you experience:

The Panel – View the top 1, 3 or full panel of providers. 

Declarations – Go step by step or access a full list of declarations. 

Source Go – Regulatory Responsibility Eliminated

If you want to write GI but hate the regulatory responsibilities that come with these products, then Source Go is for you!

Our referral model provides you with a quick process, introducing clients with minimal information for a flat fee. Integrating GI into your mortgage purchasing conversations has never been easier! Track your clients’ progress in real time, offering you extra insight into your business dealings and keeping things efficient.

Dedicated Support Teams

We have two separate Support Teams to assist you and your clients on all fronts!

Our Broker Support Agents are available for you to call, or email, where you can discuss our offering, find out more about our support, and solve queries and issues you may be experiencing.

On the flip side, your clients have access to our Customer Experience Advisers, where they can talk about their policies and any issues they may have.

From here, they can call, or instant message through our website, where amendments can be made to their protection. This extra peace of mind keeps you and your clients hassle-free throughout the quote-finding process.

Driving Results and Empowering Growth

At Source, our mission is to help you build your services with a platform that will allow you to do just that.

With all the above-mentioned benefits, we want to drive home how we can help you and your clients navigate the Home Insurance journey.

Strengthen relationships: get real-time updates on client progress and re-engage with stagnant cases.

Boost efficiency: save time and achieve results with seamless systems and business management tools.

Enhance your services: maximise your business output and provide clients with a range of quality Home Insurance products.

Stellar support: come to Source with whatever query and our experts will support you in any way they can!

Log in to The Source today or book a demo with our Broker Support Team to discover how we can transform your approach to general insurance.

Alternatively, get in touch with us to learn more about our expanded LearningLab education hub, where you can accomplish those CPD targets at your own convenience. 02920 265 265.