Our shared IT platform is a huge benefit to teams on the ground. They can ask questions, share market knowledge, discuss product features and troubleshoot IT issues.
Source is a broker community that provides smaller brokers the chance to work together for the benefit of our customers, we have never looked back and get enormous benefits from membership and from our contributions to the group.
I joined Source Brokers to connect with other firms who understand the daily challenges of running a busy insurance brokerage. The opportunity to collaborate and support each other has been invaluable. From helping to place business to compliance support, it has been the best move we made in 2024 and we look forward to growing our business along side our source partners for years to come.
Source Brokers provides comprehensive support across all areas of the business, from system issues and insurer access to policy placement and compliance. The ability to ask questions and receive practical, real-world answers has been invaluable to our company. Source Brokers is a two way street, the more each party puts in, the more we all get back.
The team has received necessary training in areas of both compliance and business skills. Risks have been placed based on the strength of the relationship the Source group with the insurer. Business Practices have been improved from members sharing of information and their processes.
Being a member of Source Group has been an incredible assets to my business. The support, resources and networking have helped my business grow and improve.
The group is a collaborative environment of likeminded people with similar business needs that share information and support each other.
It has helped me reconnect with both Aviva & Zurich ( as we had become desk handled ) on the commercial end.
There is a genuine community feel and that you are not in “competition” with other Brokers. I personally feel that if I could, I want to help other members . That has never truly been the case of other Broker Networks.
Our team have used the Source Circle numerous times on risks they are finding difficult to place and have always got suggestions and assistance regarding who might quote for that particular risk
It is a network of like minded brokers collaborating and openly sharing learnings and knowledge with the sole aim of helping each other out. Its a safe, open community with power in our numbers when it comes to getting partnership arrangements with Insures.
We needed support for a customer on a Business Interuption claim, and a Source member suggested a person who was very competent on compiling a Business Interuption claim. We availed of his introduction and a good outcome for all concerned.
Your never on your own when you are a Source Member, once you make the effort to participate.
System challenges/Benefits of other providers for the managing of an office costs/efficiencies. A number of the team have queried cover options and approached the numerous suggestions. Growing of knowledge through the power of a team approach.
I weigh up every decision through pros & cons. I honestly only have reasons in the pro list, the collaborative supportive nature of the group along with the constant interaction and leadership of the team creates a very professional forum to discuss any item of business. There is always someone to answer any question you may have whether that’s through the circle or through a quick phone call.
The group is getting bigger which is strengthening our conversations with any insurer or any provider of a service. There is also the monetary benefit, better partnerships with insurers, discounts with providers, broader acceptance criteria discussions, I would encourage anyone thinking of joining to reach out to any member to discuss the value being part of the Source Group will add to their business.
Derek & Kathryn show true leadership in their advocacy for the group, they challenge every no and they are constantly being proactive versus reactive. They listen to every member and value all the contribution and input they receive.
Placement of risks. Advice on systems already in use by other brokers. Invaluable advice from Derek.
General support and advice
It is difficult to trade on your own as in independent broker. Source will provide you with a supportive
community that will have your back when dealing with bigger companies. Just having someone to talk to
that has shared the road that you are on is invaluable.
