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Refined question set Match client needs Whole of Market quotes
Post-quote comparison tool Revisit existing quotes RICS integration
Download commission statements Full quote history Review upcoming renewals
Online library of resources Boost GI knowledge CPD accredited content
We have developed and honed a top quality quotation platform that services all your General Insurance (GI) needs in one place.
Access everything related to Source and your clients in one place, through our secure portal.
Access to customisable products Accommodate individual needs Protect important possessions
Cover non-standard properties Protect unusual items Real choice and quality
Legals included as standard Blue-Chip providers Expert advice and support
We work with an extensive panel of Blue-Chip insurers, covering more risks, which means that you and your clients are not tied to a specific insurer or common worded policy.
With us, you can provide real choice, whilst ensuring first-rate cover.
So if you want to provide quotes for non-standard cover, or protection for unusual items, make Source your platform of choice.
Our team of experienced Regional Sales Manager (RSMs) share the regions of the UK, to ensure that all areas are covered by a specialist, who can provide you with expert advice and support with your sales process, to maximise your General Insurance opportunities.
Our committed in-office Broker Support Agents (BSAs) have a wealth of knowledge and can help you with all things Source. From answering your system queries to assisting with ongoing day-to-day support, they’ll be there to provide you with personalised support.
Example: £340 Premium, 27.5% Commission, 90% Retention
For every year that your client renews with Source, you’ll continue to receive commission, even if you retire or leave the industry.
Set your default preferred commission percentage, between 0% and 27.5%, or use our sliding-scale to amend your commission rate at the end of each quote, to suit your client’s individual needs and budget.
You have the option for Source to proactively contact your client at the end of every household policy term, with their renewal quote from their existing provider. We’ll also let them know if there are any cheaper available quotes, from our panel of leading insurers.
Our dedicated renewals team will be on hand to answer questions, discuss renewals or assist with switching to another provider. Keep track of your client renewals and policies by visiting YourPlace.
Your client will always remain your client, so you’ll continue to earn commission year on year, for as long as they renew with Source.
Place a policy Renew a policy Bonus Rewards days
Points automatically applied Monitor on Rewards dashboard View in YourPlace
Large range of retailers Select your e-voucher Spend your earnings
Keep updated on how your Rewards points are building up, view participating retailers and request a cash out when it suits you, by logging into the Source platform.
We are pioneers in launching an insurance loyalty scheme with the widest choice of cash out options. It’s our way of saying thank you for choosing Source!
*Source brokers must activate Rewards within the platform to begin earning points.