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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
Trust in an Evolving Landscape: Adapting to Change Over 30 Years
Brokers have been caught up in the slipstream of a shift in sentiment prompted by financial scandals that have primarily not been caused by them. We also appear to see a change towards more direct human contact. After years of grappling with phone menus and online journeys littered with pop-ups and adverts, people want to be able to talk to another human being again.
How Our Heritage Shapes Our Future
We all like to reminisce. Getting caught looking back is easy, but using these experiences to pave the road ahead is more challenging. As a company of 30 years, we’ve had much to talk about and much to assess over our existence, giving us many tools to work with when planning our future.
Are Ancillary Products the Way Forward in the Current Market?
The latest property market data shows that with a clear pattern emerging, homeowners can plan ahead and build the shield to prevent unexpected losses of income or assets.
The Power of Personalised Support
Let’s talk about support. Many companies offer support functions, but are those systems genuinely fulfilling the needs of their customers? …
“Life is Like a Box of Chocolates…”
Vulnerability is not new, although the use of that label has taken on a new significance in recent years. The FCA talking about Vulnerable Customers is not new either – launching their first consultation on the subject in 2019 and publishing their industry-wide regulatory guidance in February 2021.
Source Insurance Optimises GI Platform with Further WhenFresh Property & Risk Data
Leading general insurance (GI) quotation provider Source Insurance have enhanced their partnership with property data experts Whenfresh.
Re-mortgage Monthly Searches Hit Record High with 21.9% Increase in June
In the month of June, the monthly searches for re-mortgaging took a significant leap, with a nearly 22% increase on the previous month. This was revealed in exclusive data from Twenty7tec. On top of this, purchase mortgage searches increased by 0.6%, along with buy-to-let searches rising by 11% when compared to May 2023.
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.