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We all like to reminisce. Getting caught looking back is easy, but using these experiences to pave the road ahead is more challenging. As a company of 30 years, we’ve had much to talk about and much to assess over our existence, giving us many tools to work with when planning our future.
The latest property market data shows that with a clear pattern emerging, homeowners can plan ahead and build the shield to prevent unexpected losses of income or assets.
Let’s talk about support. Many companies offer support functions, but are those systems genuinely fulfilling the needs of their customers?
Vulnerability is not new, although the use of that label has taken on a new significance in recent years. The FCA talking about Vulnerable Customers is not new either – launching their first consultation on the subject in 2019 and publishing their industry-wide regulatory guidance in February 2021.
Leading general insurance (GI) quotation provider Source Insurance have enhanced their partnership with property data experts Whenfresh.
In the month of June, the monthly searches for re-mortgaging took a significant leap, with a nearly 22% increase on the previous month. This was revealed in exclusive data from Twenty7tec. On top of this, purchase mortgage searches increased by 0.6%, along with buy-to-let searches rising by 11% when compared to May 2023.
LearningLab, Source’s centre of all things educational, has accumulated thousands of module completions since inception, proving advisers see LearningLab as a consistent, reliable source of CPD education.
Source have continued solidifying relationships with their advisers by expanding their popular general insurance education hub, LearningLab.
The modern-day broker needs to have a range of different skills and qualities to succeed, with a reputation built on