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Our new introducer service makes protecting your client simple and efficient without the hassle. Using adviser feedback, our in-house design and development teams have twisted, turned and transformed what it means to introduce your clients. We’ve removed complexity and have championed customer experience, resulting in a service you won’t want to pass up on.
Our service begins with a few details about your client, all we require is their name, email address and telephone number. Anything else is a bonus.
Once the referral is complete your client will receive a personalised email from us with a link to continue with their quote. Your clients can then complete the entirety of the quote themselves on our new online quoting system.
As an introducer, you’ll have access to a specialised dashboard where you can track your clients progress and view the overall status of your leads, all without the regulatory responsibility of an advised sale.
Our dashboard is clear and straightforward to use and will allow you to navigate your introduced policies with ease.
As part of our pledge to your customers, we offer fair and transparent pricing. This means we only take an essential fee to cover our costs, so you can be sure that our prices are competitive and fair.
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.
We will show your clients your company contact details every time they log in to view their policy documents (eDocs clients only). It’s our way of reminding them of your services.
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.
Happy customers mean returning ones. Our commitment to fair and competitive pricing and quality products means your customers are likelier to stick around for good. So you can be confident knowing you are using a service that offers your clients great cover and keeps you at the forefront of their minds.
Build the cover you need from big name partners.
Quick to quote, easy to understand.
No tricks. No jargon. No mystery.
Real people, not just robots.
If you’re having trouble getting started, our friendly Broker Support Team are on hand to offer expert advice and guidance. You can contact our team by visiting the contact page below where you’ll find their email address and our direct line.