This partnership will ensure that users of The Key have a seamless way to offer their mortgage customers a wide choice of quotes from the UK’s leading insurers, with the absolute minimum of data entry. This is because the client data that users have saved while doing the mortgage illustration will now be automatically transferred through to populate the relevant fields in The Source quotation.
Malcolm Guest, managing director of Source said: “Some time ago we thought we had made the fully compliant cross-selling of general insurance as easy as it could possibly be. We were wrong. This partnership with MBL makes it easier than ever for brokers to offer the choice of insurers that is so critical to consistently Treating Customers Fairly.”