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.”

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

Gen H launches affordability-focused mortgage scheme

Residential mortgage lender Gen H has announced the launch of New Build Boost, which...

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...

Other news

Gen H launches affordability-focused mortgage scheme

Residential mortgage lender Gen H has announced the launch of New Build Boost, which...

Heavy refurbishment: structuring finance for complex property upgrades

Investors are rethinking their approach to property - heavy refurbishment is no longer just...

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...