About Introducer Service

If you’re one of the lucky ones with too many clients and not enough time, then Source has just the tool for you. Our Client Referral Service is available online 24 hours a day, 7 days a week, to help you maximise your potential earnings. Simply enter your client’s name, phone number, best contact time and any notes that might be helpful and we’ll do the rest for you! Our highly skilled Client Referral Team will make contact on your behalf to find the right policy from our panel of market leading insurers - names that your client will know and trust.

Why us?

Treating Customers Fairly is an important part of how we do business, which is why, to ensure the highest quality product, we only use the most competitive insurers with a reputation for superb protection and claims handling. With your client’s cover in good hands, you’re left with more time to spend on the important things - like developing your client relationships.

What we offer

You’ll earn 15% on all Home Insurance, Single Let Property, and Lifestyle Insurance cases that we sell on your behalf. All referred cases also benefit from our Trail Commission Guarantee, meaning that we will continue to pay you trail commission on all future renewals, for as long as the policy is live, including after you retire or choose to leave the industry. We don’t think you’ll find an easier way to earn extra income from insurance while still making sure that your clients are treated fairly. To try us out today, just register via our Introducer Service.

Commission

If you need to focus on other areas of your business from day-to-day, The Source will happily look after your General Insurance clients for you. Client referral via The Source pays 15% commission on each product, be it Household, Let Property or Lifestyle and just like software submissions, we pay Trail Commission year after year for as long as the policy is live - even after you retire or choose to leave the industry. No matter how much business you refer or how often, your commission stays your commission. You'll be surprised how quickly renewal commission can mount up, and all in return for a name and contact number. Why not see what a difference Client Referral can make to your annual income?
Household 15%
Let Property 15%
Lifestyle insurance 15%
Commercial 12.5%
Let Property Portfolio 12.5%
High Net Worth 12.5%

Compliance

Those who already quote with Source Online will know that our intelligent system automatically generates full compliance documents for each case submitted, meaning that with TCF built-in, you'd actually have to work pretty hard to not comply with FCA guidelines.

You can even track the progress of each case via Your Place. See who spoke to your client, when, what was discussed and at what stage in the process the quote is. All case and compliance documentation is then automatically stored in Your Place for easy future reference.

Our courteous and efficient staff are available from 8:30am - 6:30pm, Monday to Friday, to contact your client and guide them through each step of the process.

Easy does it.

Step by Step

introducer_step1 Step 1

To start referring cases immediately, you'll need to log in using your unique numerical broker ID and password.

introducer_step2 Step 2
Once logged in, select ‘Submit a New Referral’. To refer your clients, simply fill in the details requested in the online form (shown above).
introducer_step3 Step 3

You can go online at any time to view an individual client’s progress using the Client Referral Service. Click the ‘refer’ client’ button on the home page, then ‘Your Referrals’

Need help from our service team?

Email us help@thesource.co.uk
Phone 02920 265 265
Lines open Monday - Friday 8:30am - 6:00pm

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