Close
X

Exercitation ullamco laboris nis aliquip sed conseqrure dolorn repreh deris ptate velit ecepteur duis.

Get in touch

Error: Contact form not found.

  • The Source, Global Reach, Cardiff, CF11 0SN
  • Support 02920 265265
Log In

The Source

Meet our fully advised system

Looking to enhance your mortgage services with a comprehensive solution? Adding General Insurance (GI) might not seem like the most exciting ancillary service, but it’s an excellent way to expand your offering and boost client value.

 

Our advanced system streamlines the process of quoting for home insurance, making it effortless and efficient. With cutting-edge tools like AI, automation, and easy sharing capabilities, you’ll save time and reduce hassle. Plus, the system is fully customisable, ensuring that GI becomes a seamless and valuable part of your service—painless for you and convenient for your clients.

Register
“Source's new platform is great... 5* Defaqto rated policy with cheaper excess, legal cover and saving £34.55 per annum for my client. What a change! Well done Source!”
Ross Avis DipPFSAVIS Financial Planning
"It gives options to advisers. It’s the nice finesse touches that will be appreciated by advisers."
Amy WilsonTRM
“Broker hat on - How quick can I get through to get this policy to a client – tick. I love the fact you can give it to the client, so you have that optionality – tick.”
Setul MehtaOpenwork
“I can’t think of anybody else with a comprehensive overhaul for the user and the client... I’m not very tech-savvy, but I’d be 100% confident in knowing what I’m doing.”
Micheal CavinFidelius
Key Features

Discover unparalleled flexibility with customisation options, effortlessly share quotes with our streamlined quote sharing feature, and leverage the cutting-edge capabilities of the Premium Predictor and Premium Saver functions.

 

Upgrade to a smarter, super-charged quoting experience with our latest enhancements!

Experience the new features now
Customisation Tools

Unleash the power of customisation as you sculpt the quoting process to perfectly align with your preferences.

 

Select how you experience:

The Panel – View the top 1, 3 or full panel of providers. 

Declarations – Go step by step or access a full list of declarations. 

 

You can set these preferences in your settings, this will then become your default experience every time you quote. Change as often or as infrequently as you want!

 

Customise your way.

‘Share Quote’ Function

Give your clients the option to take charge of specific sections of the quotation process. 

 

Share at declaration or payment stage for partial or full completion of the policy (assuming there are no premium-bearing amendments). 

Should the premium change at declaration stage, the quote will be returned to you for final sign off in all instances.

Register
"I can always find the most suitable products with competitive prices on your platform and I am also highly satisfied with your service."
Zhan Cai MBA DipFA CeMAP CeRERAcer Wealth Management
Your system is easy to use and the new one is even better. I would say, 'Simply the best' “
Caner Mulayim, BA (Hons), CeMAP (Dip)Independent Mortgage & Protection Adviser
"I love how easy and intuitive the new system is, especially when quoting or adding/removing features, which means I can do this live with the client and feel confident of getting the right results, which always gives them peace of mind."
Damian Clithero CeMap, CeRerBaltic Mortgage Solutions
“Source's new platform is great... 5* Defaqto rated policy with cheaper excess, legal cover and saving £34.55 per annum for my client. What a change! Well done Source!”
Ross Avis DipPFSAVIS Financial Planning
Previous
Next
Premium Predictor

Almost as accurate as a mystic crystal ball, our new Premium Predictor function means you can estimate a price at the click of a button.

 

Using data powered by Whenfresh, our predictor is super charged with high-quality property and risk data.

 

This pricing is indicative and based on averages within the postcode area. 

 

Use this function to price a ranging shot for your clients – it’s quick, easy and hassle-free.

Alter the price of quotes in real time with our sliding flexible commission bar.

 

Use our slider to view the changes to annual, monthly and commission payments at a glance.

 

Hide or view this section by opening ‘Premium Saver’.

Register
Our commission guarantee
Year 1 £4,301
Year 2 £12,473
Year 3 £24,129
Year 4 £38,920
Year 5 £56,563
Build your commission year on year

Example: £340 Premium, 27.5% Commission, 90% Retention

You’ll earn competitive and flexible commission for the lifetime of each policy placed with Source.

 

For every year that your client renews with Source, you’ll continue to receive commission, even if you retire or leave the industry.

 

Set your default preferred commission percentage, between 0% and 27.5%, or use our sliding-scale to amend your commission rate at the end of each quote, to suit your client’s individual needs and budget.

Our Small but mighty Features
Quote Multi-Save
  • Access multiple versions of your quote
  • Never lose a premium
  • Never lose quote progress with autosave built in
Copy Function
  • Duplicate a quote including all data up until the declaration pages
  • Quickly produce more than one quote for a client
Save as Pending Quote

The Save as Pending Quote function allows you to save a pending quote, so your clients have more time to complete their quote and make their decision, 

 

Compare Quote Companion  

The Compare Quote feature lets you seamlessly evaluate multiple quotes side by side. Make informed cover choices, providing your clients with tailored solutions.

Not yet registered to use the Source?

Register today!
Watch our video demos

Playlist

9 Videos