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- 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
Tag: source insurance
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.
Source Insurance Partners with Fairstone
Source Insurance has announced a partnership with one of the UK’s largest and fastest growing wealth management firms, Fairstone.
Consumer Duty Report – The Clock is Ticking
Much like the Doomsday Clock, which counts down to the likelihood of a human-made global catastrophe, the Consumer Duty Clock is getting ever closer to midnight, when the first annual board report will be due.
Earn CPD Minutes Easier Than Ever Before!
LearningLab, Source’s centre of all things educational, has accumulated thousands of module completions since inception, proving advisers see LearningLab as a consistent, reliable source of CPD education.
Source Insurance Joins The Money Group’s GI Panel
Award-winning GI intermediary Source Insurance have joined the GI panel at the Appointed Representative network, The Money Group.
OMS integrates with Source Insurance to enhance GI user experience
One Mortgage System (OMS) has announced a full application programming interface (API) integration with Source Insurance to enhance its users general insurance experience.
Source Insurance – Our Product Enhancements
With The Source, our new quote and buy system, alongside Source Home, our new in-house product, we’re doing our best to combat specific obstacles currently standing tall in the financial industry.
Market Update for 2024 – What to Expect
We’ve seen patterns that suggest 2024 will continue along the same path, with re-mortgaging the primary source of income for many advisers around the country. Now seems the appropriate time to look at the industry’s current obstacles and the impending trajectory for the rest of the year.
Collaborating With Our Advisers – Why Working Together is Paramount
“In today’s rapidly evolving insurance landscape, the need for flexibility and adaptability has never been more critical. With the busy lives of advisers and their customers requiring more versatility, this article takes a look at the development of The Source – technology built with advisers for advisers!”
The Source: About Our New System
Our system boasts unique features, both big and small, that have all been specially designed to help you in your endeavours. They all play a part in providing your customers with a straightforward, hassle-free way of finding their ideal home protection.