Source Insurance has been offering a panelled approach to general insurance for over 25 years. Utilising their innovative software and propositions, they deliver quality insurance products from their panel of top insurers.

Aiming to deliver hassle-free insurance, Source makes it easy for every broker to offer their customers the fairest and most competitive prices.

They offer:

• A whole-of-market panel 
• Fair and square prices
• Hassle-free insurance to their policyholders
• Resources and support for brokers
• First-class customer service and client aftercare

Systems 

Advised broker journey

Championing time and efficiency for the broker, the advised journey features auto-population, a quick quote upfront and the ability to add and remove optional extras with ease. In addition, Source Insurance offer quality insurance products from their panel, which features top insurers  in the UK. 

Source Go

Source Go revolutionises the way clients will complete their home insurance. Designed to eradicate inconveniently timed sales calls to clients, Source Go allows customers to complete their own quote in their own time.

Driven by adviser feedback, an opportunity was identified for a referral service that keeps the evolving needs of brokers and their clients at the centre of everything Source does.

Benefits

Offer a full service without the hassle

• As a trusted party with over 25 years of experience in the industry, Source will provide your client with a quality insurance product and fantastic after-sale care.

Your clients will be ring-fenced

•  At Source Insurance, they understand the importance of maintaining excellent relationships with your clients to future-proof your business. So, they won’t cross-sell the mortgage service you offer to your clients.

Regulatory responsibility removed

•  As an introducer, you won’t need to worry about the compliance surrounding GI. All you need to do is provide them with simple contact details for your client, and they’ll take care of the rest.

They’ll promote you

•  Source will show your clients your company contact details every time they log in to view their policy documents (eDocs clients only). It’s their way of reminding your clients of your services.

 Committed to you and your clients

•  Happy customers are returning customers! Source’s commitment to fair and competitive pricing and quality products means your customers are likelier to stick around for good. 

Getting started is simple. First, you’ll need to sign up for a Source Go account. Remember to select ‘Introducer’ under the FCA status question.

Resources 

LearningLab

Over the last few years, Source have been growing their CPD learning hub with a variety of helpful guides, CPD-accredited eLearning and articles. As a result, LearningLab is now brimming with valuable tools to help you boost your general insurance knowledge.

Micro-courses

One of the most exciting parts of LearningLab is the micro-courses. The micro-courses consist of bite-size modules of the overall topic, broken down into manageable time frames of 15 minutes. Most of their micro-courses are CPD accredited so that you can use the time towards your compulsory annual total, with new micro-courses being released monthly.

Additional Resources

Source have an expanding library of resources, from client and broker-facing eBooks, industry-focussed articles and blogs to a Marketing Hub where brokers can access many marketing templates.

Support 

Broker Support Agents 

Client Support

Your clients can access their own dedicated customer support and eDocs through their separate policyholder website here. This website is designed to help your clients understand Source’s role in their insurance journey and to provide answers to their questions about their policy.