Quoting for home insurance can feel like a marathon. So, we’ve made it a sprint.
If you’re an adviser looking for a streamlined, hands-off solution, Source Go is built just for you. This referral system allows you to hand off the home insurance quoting process to your clients with minimal effort on your part. No more lengthy, fully advised services—just a quick and easy referral.
With Source Go, your clients can complete their own quotes online, whenever it’s convenient for them. Meanwhile, you can trust that they’ll be getting competitive, fair-value prices that outshine the competition.
Quick, simple, and stress-free for both you and your clients. Source Go makes referrals effortless—it’s the perfect win-win!
Fully online – Our revamped process is entirely online, ensuring clients promptly receive an email following your introduction.
Fee based – You’ll receive a one-off payment of £50 per successful converted lead
Monitoring lead progression – You’ll be able to track and re-engage static leads in our online portal
Getting started
Register
Step one
Getting started is simple. First, you’ll need to sign up for a Source Go account. Remember to select ‘Introducer’ under the FCA status question.
Register
Refer
Step two
Once you’ve signed up, you’ll be given your Source Go Broker ID.
Use your Source Go Broker ID to login. Once you’re in, you’ll be met by your dashboard, and you can begin your first referral!
Log in
Review
Step three
Once you’ve completed your first referral you can monitor the progress of your introductions and re-engage static leads via the online portal.
Refer. Submit. Go!
Log in
Looking for more information?
Our friendly Business Relationship Managers are on hand to answer your questions and offer system training around Source Go. You can contact them Monday- Friday, between 8:30 and 17:00.
How does Source Go Benefit you?
Higher Client Conversion
- Overcome client hesitations about price with a more affordable option, increasing policy acceptance.
- Higher conversion rate = more clients protected, reducing mortgage risk complications.
- Consistently offer General Insurance at a lower price, making it easier to close more deals.
Saves Time & Effort
- No need to handle compliance, documentation, or renewals—just pass the lead and move on.
- Frees up time to focus on mortgage business and higher-value products.
- Handles self-serve objections, making the process smoother for both you and the client.
Watch our video tutorial
Read our user guides
Completing a referral with Source Go
The client journey with Source Go
