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- The Source, Global Reach, Cardiff, CF11 0SN
- Support 02920 265265
Tag: insurance
The ‘Why’ Behind Home Insurance
There are several essential stages in the process of finding a home insurance policy. Naturally, you need your client’s home details, personal information, and other fields that must be completed accurately and thoroughly.
What the Mortgage Market is Telling Us About Risk in 2025
As all advisers, homeowners, and lenders alike have experienced firsthand, the mortgage market is often unpredictable and, at times, turbulent.
Make Your Move: Why Moving Home Is a GI Cross-Sell Opportunity
A home move is a seismic event in your client’s lifetime, especially for first-time buyers. Amid the flurry of paperwork, constant preparation, and planning, there’s a significant need for quality advice and support, and usually a general insurance-shaped hole.
The Value of Advice vs Comparison Sites
76% of homes in the UK are underinsured and 20% are overinsured, meaning just 4% of the country have adequate Home Insurance that covers their needs exactly.
From First Impressions to Forever
Creating Lifelong Customer Connections from First Impressions You’ve built your expertise in your specialist areas, but have you considered how …
The Perfect Storm
Storms can hit at any point, causing damage to homes, claims for insurers to handle and anxious homeowners over the country.
Talking ‘Bout a Regulation
In August, the regulator published the latest in a series of consistent updates and analyses, which addresses several themes and concerns in the eyes of the FCA.
Caution! Autumnal Hazards Ahead!
Many homeowners don’t think to prep their properties for the weather accompanying the autumnal season.
Have you checked in with your clients recently? If not, use this guide to ensure your clients are ready to protect their homes before the weather starts to turn!
Source Go: The Modern Answer to the GI Question
The modern insurance market requires a significantly different approach compared to five or ten years ago, let alone a couple of decades ago.
Clients expect a certain level of service from their adviser, which has now been reinforced by the FCA’s Consumer Duty regulations implemented in 2023.
The Themes Remain the Same
Whilst acknowledging that most brokers and insurers in the study had taken steps towards improving their product governance, too many continued to fall short of the regulator’s high standards.