Growing Partnerships Source Insurance recently formed a strategic partnership with Fairstone Group, indicating a focus on expanding distribution channels and leveraging alliances to reach more brokers and clients in the wealth management and insurance sectors.

Integrated Technology Their recent integration with One Mortgage System demonstrates an opportunity to offer joint solutions with mortgage platforms, enhancing cross-selling opportunities for combined insurance and mortgage services.

Product Differentiation With awards such as the GI / Protection Provider of the Year and a focus on user experience improvements, Source is positioned as a high-quality provider, making it an attractive partner for brokers seeking trusted and award-winning solutions.

Market Expansion Targeting intermediaries and broker networks through their streamlined advice-driven and introduction systems opens sales avenues within large brokerage firms seeking efficient GI offerings.

Educational Engagement The launch of their CPD Club signals a commitment to broker education and engagement, providing opportunities to upsell training packages or premium support services to broker clients seeking ongoing professional development.