Source Insurance unveils enhanced management information tool

Published on

businessman on laptop computer

Source Insurance has published details of a new addition to its software capabilities in Your Place.

On top of being able to store all client details, the enhanced MI tool will now enable brokers to download their entire client history in a single spreadsheet.

In the file, brokers will be able to download their client’s name, policy number, premium, policy status and other details.

Rob Rushton, head of sales at Source Insurance, said: “A number of our users have requested an MI tool and I’m excited for The Source to prove, once again, that listening to the broker is at the heart of everything we do and continue providing tools that make day-to-day business simpler.“

The firm added that the new MI tool is the first in a series of new updates in 2013 to make managing a general insurance book easier.

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

Chancellor urged to build buffer to avoid “doom-loop”

The Chancellor must use this month’s Autumn Budget to build a minimum £30 billion...

Ministerial cock-ups could kill radical property taxes

At first it might appear that the mortgage industry and the housing sector as...

Brilliant Solutions outperforms market amid record year

Brilliant Solutions has reported record figures for its mortgage club, which it says has...

Stress and costs leave one in five reluctant to move

A growing number of Britons are ruling themselves out of the housing market as...

Call to raise lifetime ISA limits for first-time buyers

Pressure is mounting on the Chancellor to overhaul the Lifetime ISA scheme ahead of...

Latest publication

Other news

Chancellor urged to build buffer to avoid “doom-loop”

The Chancellor must use this month’s Autumn Budget to build a minimum £30 billion...

Opening doors for credit-worthy but overlooked clients

It doesn’t take much these days for a borrower to feel they’ve fallen out...

Ministerial cock-ups could kill radical property taxes

At first it might appear that the mortgage industry and the housing sector as...