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

The Coventry cuts selected intermediary residential fixed rates

Coventry for intermediaries has reduced a number of residential fixed-rate products for new and...

Mortgage Advice Bureau completes acquisition of Dashly

Mortgage Advice Bureau (MAB) has completed the acquisition of technology and data company Dashly,...

The Buckinghamshire lowers rates across key ranges

Buckinghamshire Building Society has cut rates across a wide spread of residential and buy-to-let...

FCA finds protection market delivering good outcomes, says TPFG

The Property Franchise Group PLC (TPFG) has responded to the publication of the Financial...

Conditional selling remains industry flashpoint as enforcement lags

Conditional selling remains one of the most persistent and contentious issues facing the UK...

Latest publication

Other news

The Coventry cuts selected intermediary residential fixed rates

Coventry for intermediaries has reduced a number of residential fixed-rate products for new and...

Mortgage Advice Bureau completes acquisition of Dashly

Mortgage Advice Bureau (MAB) has completed the acquisition of technology and data company Dashly,...

The Buckinghamshire lowers rates across key ranges

Buckinghamshire Building Society has cut rates across a wide spread of residential and buy-to-let...