Paymentshield adds new Adviser Hub feature

Published on

Paymentshield has introduced a new self-service tool on its Adviser Hub designed to help advisers to more easily complete details on pending policies and increase their general insurance conversions.

Until now, advisers who had pending policies with outstanding details, such as no start date or missing bank details, were required to call the adviser support team to provide the necessary information over the phone.

Advisers can now make updates to pending policies themselves, at a time of their choosing.

James Loder, proposition director at Paymentshield, said: “It’s often the case that advisers are unable to complete all of the details on a policy at application and so we wanted to invest in a way of making the completion of pending policies as quick and easy as it could possibly be.

“This new feature in Adviser Hub removes the hassle and time constraints of the offline process, empowering advisers to have greater control over their general insurance applications and to improve their conversions.

“It’s all part of our ongoing effort to make it easier for advisers to incorporate a conversation about general insurance into their advice process.”

Latest POLL

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

Seven out of 10 homebuyers likely to miss stamp duty deadline

Seven out of 10 (71%) homebuyers with accepted offers expect to miss the 31st...

First-time buyer mortgage sales declined in London over the past decade

First-time buyer mortgage sales in London declined significantly between 2013 and 2023, as increasing...

UTB appoints BDM for the north and Scotland

Fran Arnold has joined the sales team at United Trust Bank Mortgages as business...

International demand for UK property investment ‘more diverse than expected’

The UK property market is attracting investment from a much broader range of international...

Other news

Seven out of 10 homebuyers likely to miss stamp duty deadline

Seven out of 10 (71%) homebuyers with accepted offers expect to miss the 31st...

First-time buyer mortgage sales declined in London over the past decade

First-time buyer mortgage sales in London declined significantly between 2013 and 2023, as increasing...

UTB appoints BDM for the north and Scotland

Fran Arnold has joined the sales team at United Trust Bank Mortgages as business...