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- The Source, Global Reach, Cardiff, CF11 0SN
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- 02920 265265
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- The Source, Global Reach, Cardiff, CF11 0SN
- Support 02920 265265
Tag: general insurance
Preparing for the Rise of Gen Z in the Property Market
The world as we know it has transformed into an age of technology and digital advancements, with younger age groups at the heart of this dynamic shift. As a result, the financial services industry has undergone significant changes in recent years, significantly driven by the influence of the tech-savvy generations, such as Gen Z. Evolve ahead of the curve, so you’re one step ahead of the competition, ready to meet your clients’ needs.
A Matter of Trust
The forthcoming Consumer Duty has received a lot of media coverage. Whilst much of this has been high-level, there is a key area in FG 22/5 that is yet to receive a spotlight in the wider press. However, it epitomises one of the key concepts behind the Consumer Duty – trust.
Putting Customers at the Forefront
It’s useful to think of championing your customers as a mindset rather than a task to complete. Ideally, putting customers at the forefront of your services should be like second nature, ensuring the process flows smoothly whilst keeping customers happy.
First-Time Buyers’ Stance Amid Fluctuating Housing Market
In Britain, first-time buyers of property are making waves with a record-breaking figure so far for 2023. Hamptons are reporting that first-time buyers make up 27.1% of the buyers’ market at the time of writing. This trend features a gradual rise from 21.6% to the current figure since 2018.
Social Media – Your Secret Weapon
Having a digital portfolio of your industry presence and reputation is crucial as a growing number of people find themselves leaving an expanding digital footprint via platforms like social media.
Number of Landlords Fall as Private Rent Rates Rise
As all advisers will already know, mortgage demand is currently heading for a 12-year low, with high interest rates causing repercussions throughout the industry.
Our Customer Promises – More Than Just Words
We believe our promises are a strengthened bond between our company and the people who truly matter – our brokers and their clients.
From advisers to their customers, we strive to make the home insurance journey as straightforward as possible for all parties to ensure the best possible outcomes.
Benefits of Source Go
Integrating advised home insurance sales into your offering can sometimes prove a task too many. This has spurred the creation and development of our brand-new Source Go platform.
Source Insurance is thrilled to unveil its new platform – Source Go.
Re-designed with customers in mind, this system will allow advisors to introduce their clients to an insurance policy journey with minimal contact information before handing the consumer complete autonomy over their policy.
Forecast for 2023 – Sunny Skies or Cloudy Climate?
The end of the year typically gives people the prime opportunity to reflect on the previous 365 days, with 2022 no different. However, this is also the perfect time to search ahead for what may await us in the future. Predicting insight into upcoming events can give you an advantage in the future market.