quotation systems for brokers and IFAs

How does the Source Plugin work with your website?

The Source Plugin quotation system can be customised in a number of ways to make it look like just another part of your own website.

To start with, our application is "hosted" on a single HTML page that you add to your own site and have complete control over.

Whatever background image or colour you choose for that page will remain visible at all times because the datacapture panels in the application are built on transparent layers and will appear to "float" over the background you have chosen.

You can upload your logo and it will display at the top of every screen throughout the quotation process

You can select a key colour to be used by the application. The icons, buttons and heading text used in the Plug-in will then always appear in your chosen colour.

You can either use our default settings or you can upload a couple of paragraphs of your own words and brand images to display on the introductory screen.

Once it's set up you never have to touch it again. We take care of all the rate changes and updates.