Source Insurance has published details of a new addition to its software capabilities in Your Place.
On top of being able to store all client details, the enhanced MI tool will now enable brokers to download their entire client history in a single spreadsheet.
In the file, brokers will be able to download their client’s name, policy number, premium, policy status and other details.
Rob Rushton, head of sales at Source Insurance, 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 firm added that the new MI tool is the first in a series of new updates in 2013 to make managing a general insurance book easier.