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How Our Heritage Shapes Our Future

How our heritage shapes our future

How Our Heritage Shapes Our Future

By Owen Deacon, Marketing Executive

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.

However, it’s essential not to forget about the present and how we got to where we are. Because of this, we believe our foundations are the perfect building blocks to move forward for our advisers, their customers, and our dedicated staff.

Our Core Values 

We’ve established clear and achievable values at Source, ensuring the company does everything possible to provide the best experience for our advisers and policyholders. Aptly named Our Customer Promises, these everyday objectives are in place to solidify the company’s direction and how we evolve moving forward.

Fair and Square Pricing

Build the cover you need from big-name partners.

Experts You Can Trust

No tricks, no jargon, no mystery.

It’s All Hassle-Free

Quick to quote, easy to understand.

Customer Service That Cares

Real people, not just robots.

These core values act as daily goals and expectations that, as a company, we aim to fulfil and exceed, painting a clear picture of who we are, what we do and how we achieve our objectives.

You can read more about our customer promises, here.

Building Sustained Trust Over Years

In the realm of business, building trust is a tricky, time-consuming task. It’s a process that unfolds gradually, often over many years. At Source, we understand that trust is the bedrock upon which our relationships with advisers, policyholders and staff are built.

Over our three-decade journey, we’ve thoroughly worked to install this trust. It’s been a group effort embedded in the consistent application of our core values. 

Fair and Square Pricing has meant that our customers know they are getting a transparent and equitable deal. Building the cover you need from big-name partners ensures that our policyholders have access to the best options. 

Our commitment to being Experts You Can Trust, simplifying GI, has earned us credibility. And by making it All Hassle-Free, we’ve simplified the insurance process, making it quick to quote and easy to understand. Our dedication to Customer Service That Cares means real people are always at the forefront, providing genuine assistance instead of generic, automated responses.

This commitment to our core values has allowed us to steadily build trust year after year. Advisers and policyholders can rely on Source to deliver promises, implementing security and confidence in our services. Trust is not just an aspiration; it’s a testament to our unwavering dedication to our principles and the relationships we’ve nurtured over the years.

Our Proposition

As a company, we make it an annual practice to review our proposition and update it accordingly. This ensures our advisers, policyholders, and potential customers have access to a high-quality choice of insurance products to protect what matters most – the home.

As our panel and proposition are enhanced over the year, we do our utmost to ensure everyone has the option to obtain the home protection that suits their needs and requirements.

Striking a Balance Between Tradition and Innovation

Maintaining a balance between tradition and innovation is paramount in a rapidly evolving world. While our heritage and tradition form the foundation of our identity, we recognize the necessity of embracing innovation to meet the changing needs of our advisers and policyholders.

Our commitment to tradition is rooted in the stability and reliability that comes with three decades of experience. It perfectly sums up our enduring values and the trust we’ve built over time. However, we also understand that innovation is essential to keep pace with a changing landscape.

We are mindful of striking this balance as we look to the future. This is why we have invested precious time and effort into our new systems in the form of The Source, Source Go and a new-look policyholder portal. With all three of these platforms coming into play throughout different stages of 2023, we look forward to enhancing other technologies in 2024.

We cherish our heritage while continually exploring new ways to enhance our offerings and services. This approach allows us to preserve the values that have guided us for 30 years while adapting to the evolving demands of the modern insurance world. By doing so, we ensure that Source remains a dynamic and forward-thinking company that can navigate the challenges and opportunities that lie ahead.

Looking Ahead to a Bright Future

Reflecting on our journey, ingrained in trust and guided by tradition and innovation, we look towards a bright and promising future. Our commitment to our advisers, policyholders, and dedicated staff remains unwavering.

A comment from our National Sales Manager, Gavin Judd:

“In the coming years, we envision a future where we continue to expand our panel and enhance our proposition. This means offering a broader range of insurance products that cater to our customers’ diverse needs and requirements. We will remain at the forefront of the industry, ensuring that our advisers have access to the best tools, systems and resources to serve their clients effectively.

Our dedication to building trust, upholding our core values, and striking a balance between tradition and innovation will drive our journey into the future. We are excited about the opportunities ahead and look forward to forging new relationships, nurturing existing ones, and providing exceptional service to all who work with Source. Together, we’ll continue to protect what matters most – the home – and pave the way for a bright future.”