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Source Insurance now on board via TMA’s Toolbox

by Kevin Rose
24 July 2019
New Goldsmith Williams case management system imminent
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TMA Club has partnered with Source Insurance via LSL’s back-office system – Toolbox.

Members of TMA Club will now have access to Source’s panel of insurance providers via TMA’s GI Quote & Apply system – all within Toolbox. This includes Source’s whole of market cover.

Source Insurance also provides monthly updated CPD content hub with downloadable certificates, UK-wide BDM support and a complementary broker loyalty scheme.

Source is the fifth addition to TMA’s GI Quote & Apply engine, joining First2Protect, Legal & General, PaymentShield and Uinsure. Further partnerships will be announced throughout the year, TMA says.

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Source was appointed to TMA’s GI panel earlier in the year.

Lisa Martin, development director at TMA, said: ‘The launch of Toolbox has been a fantastic addition to the Club and to have Source onboard, offering our advisers access to market-leading GI products, is testament to the high level of industry interest we currently have in the system.

“Improving efficiency and investing in technology that reduces the administrative burden on our advisers is paramount to our strategy at TMA. Supporting our DAs to provide the best possible customer outcomes, whilst further strengthening our relationship with Source, will be a core focus over the coming months.”

Brian Coulton, head of intermediary at Source Insurance, added: “Technology within the mortgage market is continuing to advance at an impressive speed and partnerships like this reflect the great possibilities when companies with a similar ethos align.

“TMA offers some of the best tools and propositions on the market and we look forward to extending our GI outreach further with the Club.”

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