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Our friendly Broker Support Agents 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.
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.
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!
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!
As a trusted party with over 25 years of experience in the industry, we will provide your client with a quality insurance product and fantastic after sale care.
At Source Insurance, we understand the importance of maintaining excellent relationships with your clients to future-proof your business. So, we won’t cross-sell the mortgage service you offer to your clients.
As an introducer, you won’t need to worry about the compliance surrounding GI. All you need to do is provide us with simple contact details for your client, and we will do the rest.
We will show your clients your company contact details whenever they log in to view their policy documents (eDocs clients only). It’s our way of reminding them of your services.
Happy customers are returning customers! Our commitment to fair and square pricing and quality products means your customers are more likely to stick around for good.