Source Insurance’s Platform Update Gives Advisers More Flexibility Over Their Advised General Insurance

10 January 2024

Source Insurance are delighted to announce their latest system update with their updated adviser platform; The Source. Collaborating with their specially formed Adviser Insight Forum, Source worked closely with advisers to redesign their well-known quotation system to reflect changes that cater to the evolving needs of advisers, along with their customers.

Further emphasising Source's commitment to providing solutions for problems faced in the industry, Source's redesigned platform implements a range of benefits for advisers. Exclusive features include system customisation, in-depth data analysis and a 15 second Premium Predictor. Additionally, the platform boasts the all-new unique Share Quote function, which grants flexibility to the service advisers provide to their customers.

IT Director, Chris Lynch, had this to say about the updated system:

"Crafted by our in-house Development team, The Source empowers advisers to foster closer collaboration with their clients. This level of flexibility allows for a personalised quoting process that caters to each individual's requirements. The system's development has been a collaborative effort, incorporating invaluable input from advisers to ensure optimal outcomes."

By actively engaging with its adviser community, Source solidifies its partnership with advisers, gaining crucial insights into how the new system genuinely benefits their workflow.

Malcolm Guest, Managing Director of Source, adds:

"At Source Insurance we believe in building meaningful partnerships and have done so since our inception. The Source is a testament to our commitment to working alongside advisers to create solutions that simplify the process and make it more engaging for clients, in a landscape calling out for more versatility and customer control.

We've encouraged advisers to get involved with the development process, forging a powerful partnership of our own with our Adviser Insight Forum. This expert group gave us priceless insight and feedback into this system's foundations."