Source adds MI tool to Your Place
Source Insurance has added a new Enhanced Management Information tool to Your Place.
As well as being able to store all client details the enhanced MI tool will now enable brokers to download their entire client history in one easy-to-manage spreadsheet.
In the file brokers will be able to download their client’s name, policy number, premium and policy status.
Rob Rushton, head of sales, 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 new MI tool is the first in a series of new updates to the Your Place system which are planned for 2013.