Source Insurance has partnered with HPS Insurance to integrate its home insurance quotation platform directly into the firm’s CRM system, aiming to simplify the adviser journey and reduce duplication in the quoting process.
The new integration embeds Source’s quotation technology within HPS Insurance’s existing CRM infrastructure, allowing advisers to obtain quotes and complete policies without leaving the system they already use.
The move forms part of Source’s broader strategy to develop closer integrations with intermediary firms in order to reduce friction in the insurance distribution process and expand the reach of its 5-Star Defaqto-rated home insurance proposition.
Through the integration, advisers at HPS Insurance gain direct access to Source’s insurer panel, enabling them to generate quotations more quickly while broadening the range of risks that can be considered.
The companies said the streamlined process removes the need for advisers to re-enter client information across multiple systems, helping to save time and reduce administrative complexity when sourcing cover for customers.
Gavin Judd, head of business development at Source Insurance, said: “At Source, we’re all about making the home insurance quoting process as straightforward as possible.
“By integrating The Source with HPS Insurance’s CRM, we can allow the consumer to get from quote to purchase quickly and in a hassle-free manner.
“Ultimately, by partnering with like-minded companies like HPS, we’re able to increase our GI reach and offer our high-quality products and modern technology to as many consumers as possible.”
Mark Roberts, company director at HPS Insurance, added: “We are delighted to have worked with Source on integrating their platform into our CRM, allowing a seamless journey for our team to save time when providing quotes to our customers.
“As a dedicated GI specialist, the intermediary market is disjointed and time-consuming when researching quotes.
“This partnership reduces that burden, providing a far better customer experience when comparing providers to find the best policies for our customers, whilst streamlining our sales process.”
The firms said the partnership reflects growing demand among intermediaries for technology integrations that can support advisers by simplifying processes and improving the customer journey from quotation through to purchase.
