
Referrals – Closing the Gap on Missed Opportunities
Carl Oakes tells us about closing the UK protection gap in this new thought leadership piece. As an adviser, you
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Carl Oakes tells us about closing the UK protection gap in this new thought leadership piece. As an adviser, you
One Mortgage System (OMS) has announced a full application programming interface (API) integration with Source Insurance to enhance its users general insurance experience.
Source have continued solidifying relationships with their advisers by expanding their popular general insurance education hub, LearningLab.
With The Source, our new quote and buy system, alongside Source Home, our new in-house product, we’re doing our best to combat specific obstacles currently standing tall in the financial industry.
We’ve seen patterns that suggest 2024 will continue along the same path, with re-mortgaging the primary source of income for many advisers around the country. Now seems the appropriate time to look at the industry’s current obstacles and the impending trajectory for the rest of the year.
“In today’s rapidly evolving insurance landscape, the need for flexibility and adaptability has never been more critical. With the busy lives of advisers and their customers requiring more versatility, this article takes a look at the development of The Source – technology built with advisers for advisers!”