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The Source

Choose Your Easy
0.0 (0)
United Kingdom
1993

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Company Description

The Source is a UK based general insurance partner for professional advisers, providing a digital platform, products, and human support that make it easy to integrate insurance into client propositions. Headquartered at Global Reach in Cardiff, the business focuses on household and landlord insurance supported by a comprehensive, advice driven quoting system that enables auto population, simple customization, and seamless quote sharing to streamline workflows for mortgage and financial advisers. Through two delivery models, advisers can either use The Source System for fully advised journeys or refer clients via Source Go to deliver an introduce pathway where the online process guides customers and The Source manages the rest, helping firms extend service without additional operational burden. The Source Home product carries a 5 star Defaqto rating, and the firm maintains a strong service reputation with a 4.9 out of 5 Trustpilot score based on more than 1,200 reviews, reflecting fast, friendly, and effective support. The company continually strengthens its insurer panel with well known brands such as Covea, Allianz, Integra, Lexelle, and Bspoke, ensuring breadth and depth of cover across home and let property lines. Beyond its core distribution technology, The Source invests in adviser capability through LearningLab, offering CPD aligned micro courses, fact sheets, ebooks, videos, and demos, alongside tailored training options that range from one to one guidance to group sessions, all delivered by real people rather than automated bots. Recent initiatives include a PMI referral opportunity in partnership with ActiveQuote, enabling advisers to add private medical insurance to their client offering without heavy lifting. Open Monday to Friday from 8.30am to 5pm, the Adviser Support Team is available to answer questions, book system training, and help advisers choose the right intelligent insurance solution, whether a fully advised experience or a simple referral that protects clients and enhances adviser service quality.

Services

Permanent Recruitment
Contract Staffing

Service Delivery Models

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Specialization

Industry Focus

Financial ServicesTechnology

Profile Expertise

Finance & AccountingSales & Business DevelopmentTechnology & Digital

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