Paymentshield adds new tool to Adviser Hub

Published on

Paymentshield has expanded its Adviser Hub with the launch of a new tool called ‘My GI Book’.

It enables advisers to view details on all of the policies they hold with the insurance provider.

As well as displaying every in-force policy in one place, My GI Book allows advisers to click on each policy to see more details about their client’s choices, such as any optional extras they have selected and whether they have chosen to rebroke their policy automatically upon renewal.

My GI Book will also flag policies that have a cancellation pending, giving advisers the opportunity to take action, which could help improve retention.

James Loder (pictured), proposition director at Paymentshield, said: “We launched Adviser Hub earlier this year with the intention of delivering the most advanced intermediary online hub in the general insurance market, but we are not introducing technology for technology’s sake.

“Every enhancement starts with understanding what advisers need to better serve their clients, and My GI Book is an excellent example of technology that can genuinely make life easier for advisers.

“My GI Book provides a simple and accessible way for advisers to view their entire insurance book, given them more transparency about the status of their clients’ policies and the support they need to make the most of every opportunity, creating a profitable recurring income stream from general insurance.”

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

Market Harborough cuts rates on larger residential loans

Market Harborough Building Society has reduced rates on its larger loan products by as...

Shawbrook promotes Apollonio to lead retail mortgage sales

Shawbrook has promoted Louise Apollonio to sales and distribution director for retail mortgages, as...

Clydesdale Bank raises fixed mortgage rates across core and specialist ranges

Clydesdale Bank is set to raise a range of fixed mortgage rates from Monday,...

Growth in online auctions reshaping UK property market

The UK property auction market is being rapidly transformed by digital platforms, with record...

Mount Street appoints new head of HR to lead global people strategy

Mount Street Group has appointed Fatima Badini as head of human resources, with a...

Latest publication

Other news

Market Harborough cuts rates on larger residential loans

Market Harborough Building Society has reduced rates on its larger loan products by as...

Discount Market Value: a local solution for a national housing challenge

The UK housing market is under constant scrutiny, especially when it comes to bolstering...

Shawbrook promotes Apollonio to lead retail mortgage sales

Shawbrook has promoted Louise Apollonio to sales and distribution director for retail mortgages, as...