Mortgage Brain has integrated Uinsure with CRM Brain, allowing brokers to arrange buildings and contents insurance quotes as part of the mortgage application process.

After submitting an application through CRM Brain, brokers will be prompted to ask clients whether they would like an insurance quote.

The quote can be requested and completed within the platform, without switching systems or entering the client’s information again.

INSURANCE ADDED TO EXISTING WORKFLOW

The integration is intended to simplify the process of arranging buildings and contents cover alongside a mortgage. It also gives brokers an opportunity to earn additional revenue within their existing workflow.

Clients will be able to view and manage their mortgage application and insurance quote through the same client portal, rather than being directed to a separate provider or system.

Uinsure’s integration is already available to PRIMIS users through CRM Brain. The latest rollout extends the service to Mortgage Brain’s wider broker network.

Lauren Bagley, chief distribution officer at Uinsure, said: “Everything we build is about removing the complexity from insurance and integrations like this are central to that.

“When the quote sits inside the system advisers already use, it stops being a separate task and takes away a key barrier to offering cover.

“The mortgage moment is the single best opportunity to add value beyond the mortgage itself, and this partnership with Mortgage Brain means thousands more advisers can make that conversation a natural part of every client relationship.”

Neil Wyatt, chief commercial officer at Mortgage Brain, added: “This integration with Uinsure is the most recent development in our ongoing programme of updates to CRM Brain, and it’s one that’s come directly from listening to brokers.

“Bringing insurance quoting into the platform means brokers can offer clients a buildings and contents quote at the point it matters most, without leaving the system they’re already working in.

“It’s a quicker, more seamless journey for brokers, a smoother experience for their clients, and a new revenue opportunity too. We’ll continue to work with brokers to identify where else we can add this kind of integration and automation across CRM Brain.”