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Get in touch
- The Source, Global Reach, Cardiff, CF11 0SN
- [email protected]
- 02920 265265
- Monday to Friday: 8.30am to 5pm
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- The Source, Global Reach, Cardiff, CF11 0SN
- Support 02920 265265
Super Summer Competition!
Enter Our competition to win £1000 of Vouchers!
- 1. Register to use our quoting platform
- 2. Complete a household quote – Remember to save your progress.
Done! You’ll be automatically entered into our competition to win.
Our competition will run between the 22nd July and 1st September and is for new advisers only.
Explore our Advised quoting system
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!
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.
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’.
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.
Not yet registered to use the Source?
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