Paymentshield has partnered with mortgage and protection platform Smartr365 to unveil an integrated general insurance (GI) offering, designed to simplify the process for advisers.
The integration allows advisers to source a Paymentshield policy or refer clients to Paymentshield’s referral team without leaving the Smartr365 platform.
The firms say that by embedding GI into the mortgage and protection journey, the partnership removes the need for advisers to rekey information, creating a more efficient and seamless experience.
Paymentshield anticipates that the collaboration will help advisers better serve clients while increasing the volume of quotes and referrals processed through its platform. The move also gives Smartr365’s network of approximately 5,000 advisers access to Paymentshield’s expanded panel of insurers, which now includes Ageas and Tradex alongside established providers such as AXA, Allianz, and Integra. Paymentshield expects more insurers to join the panel throughout 2025.
Emma Green (pictured), distribution director at Paymentshield, said: “We’re proud to partner with the Smartr365 team to help streamline the GI process for its huge pool of advisers. The partnership is a game-changer, and ensures advisers are better placed to offer their clients the right product at the right time. It’s a mission of ours to utilise clever technology to empower advisers to properly protect every home, and Smartr365’s cutting-edge platform will help us to make this happen.
“We’ve also worked hard with Smartr365 to ensure that our integration has the end customer experience firmly in mind. This means, instead of going for blanket automation, we ensure advisers are able to give each individual client a choice over what happens with their data, and if and how they want it to be used to obtain home insurance.”
Conor Murphy, CEO of Smartr365, added: “We’re delighted to announce our integration with Paymentshield, a move that directly helps brokers work more efficiently and deliver even better outcomes for their clients.
“This integration is a major step forward, giving brokers automated access to 90%+ of the advised general insurance market, all within a single platform.”
