This new strategic collaboration allows advisers to offer Private Medical Insurance (PMI) directly via the Source platform to provide holistic client protection.
Source, a leading provider of general insurance solutions for advisers, has partnered with PMI specialists, ActiveQuote, to introduce a new referral opportunity designed to support advisers in delivering more comprehensive protection services.
From today, advisers using the Source platform can refer clients for PMI in two key ways:
- Immediately after submitting a home or landlord insurance quote
- Directly via the platform at any time
This development is part of Source’s broader strategy to help advisers streamline their protection offerings and better serve clients by combining home, landlord and health insurance options in one place. The collaboration reflects an increasing demand for private healthcare as the PMI market continues to grow following the COVID-19 pandemic and amid sustained pressure on NHS services.
Jonathan Pinkerton, Finance and Insurer Relationship Director at Source Insurance commented: “At Source, we are always looking to add value to our broker community. We’re proud to partner with ActiveQuote to give advisers and their clients more ways to access private medical insurance through PMI referrals. By combining our expertise in general insurance with ActiveQuote’s specialist knowledge in PMI, we’re making it easier for advisers to deliver holistic protection solutions. This partnership reflects our shared commitment to simplifying the advice process, strengthening client relationships and helping more people access the right cover, at a time when demand for flexible, comprehensive protection has never been greater.
Rob Saunders, Managing Director at ActiveQuote, added:“We’re excited to partner with Source to give advisers seamless access to private medical insurance solutions for their clients. By integrating PMI referrals directly within the Source platform, advisers can provide a more complete protection package, helping clients safeguard both their homes and their health. This partnership underscores our commitment to supporting advisers with innovative tools and solutions that make delivering comprehensive protection easier than ever.”
Find out more about PMI Referrals
Find out more about PMI referrals with Source Insurance.
Read about ActiveQuote.
