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

Scotland attracts rising interest from GCC property buyers

Scotland is becoming an increasingly popular destination for Gulf buyers looking at UK property,...

Vida broadens mortgage range with new higher LTV tier and lower rates

Vida has expanded its mortgage range with rate cuts of up to 0.72%, alongside...

Paragon expands landlord offering with limited edition five-year fixes

Paragon Bank has launched a new range of limited edition five-year fixed-rate buy-to-let mortgages...

Zero-deposit mortgage sales reach five-year high as affordability pressures persist

The number of zero-deposit mortgage sales reached 574 in the first three quarters of...

More than 255,000 homeowners to leave five-year fixes by the end of June

More than 255,000 UK households are due to come off five-year fixed mortgage deals...

Latest publication

Other news

Scotland attracts rising interest from GCC property buyers

Scotland is becoming an increasingly popular destination for Gulf buyers looking at UK property,...

Vida broadens mortgage range with new higher LTV tier and lower rates

Vida has expanded its mortgage range with rate cuts of up to 0.72%, alongside...

Paragon expands landlord offering with limited edition five-year fixes

Paragon Bank has launched a new range of limited edition five-year fixed-rate buy-to-let mortgages...