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Take a look at our referral system, Source Go, here.
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.
Whether you specialise in life, mortgage or a mixed bag of protection types, there is always room to expand into a General Insurance market as a bolt-on for your primary source of income.
Utilising systems like Source’s referral platform, Source Go enables you to supplement your prime business offering quickly and with little fuss, helping to maintain a holistic protection service.
Source Go is a home insurance quotation platform where you refer your clients with basic contact information before the client takes control and finishes their home insurance quote online, in their own time, at their own convenience.
Source Go allows you to offer home insurance as the icing on the cake, providing a full service for your clients. Many consumers nowadays will expect home insurance as part of your offering, so providing this referral option highlights your role as a champion of your clients.
By referring your clients via Source Go, you directly counter objections for self-service whilst offering your clients a complete service.
Easing time sensitivity is easy, as your clients are able to complete their quotes in their own time, on their own terms, at their own convenience! This quick process will take a short time out of your clients’ day, allowing normal life to continue without hours of waiting on phones or scrolling through different aggregators.
This method also fits the busy schedule of the modern adviser. As an introducer, you won’t need to worry about the regulatory responsibility surrounding GI. All you need to do is provide us with simple contact details for your client, and we will do the rest.
Source tap into their panel of trusted insurers to provide clients with the optimum home insurance policies that suit their needs.
However, Source understand the importance of fair value for money. This is why we offer affordable prices without compromising the quality of the cover.
Ultimately, a house is arguably the largest investment they’ll make in their lives, so that’s why we’ve designed Source Go to fit seamlessly into different websites, apps, and systems, so as many people have access to worthy cover as possible.
Our sleek design and simple layout allow clients to surf through the home insurance process with ease, no matter what their device of choice is!
It’s quick and easy to register, ensuring you have a quick and simple tool in your arsenal to offer a complete, holistic experience to your clients.
As we touched on, Consumer Duty stresses the importance of providing clients with good outcomes, as well as fair value for money.
If you haven’t considered adding GI to your portfolio, it’s worth using a referral model such as Source Go to provide these good outcomes and offer fair value to your clients in the form of quality insurance for affordable prices.
Read more from Gavin here.