A new integration allows all direct users of Mortgage Brain’s POS, CRM and compliance system, The Key, to provide their clients with general insurance quotes from Paymentshield as part of their initial mortgage advice and sales process.
Following an initial set up and login process, the integration automatically pre-populate client data completed in The Key’s Fact Find for faster quote generation.
Emma Green, head of sales at Paymentshield, said: “We want to make GI discussions as easy as possible whenever an adviser speaks to a client about their mortgage and we’re confident that the integration with The Key will do just that.
“With the ongoing rise in digital advice solutions we remain firmly focused on harnessing the latest technology to support GI conversations and we’re delighted to be partnering with a technology leader like Mortgage Brain.
“This integration is part of a number of recent developments; including the launch of our Adviser Hub and Quick Quote tool we’ve been working on to make it easier than ever for advisers to trade with us and make the most of every opportunity.”
Mark Lofthouse, CEO of Mortgage Brain, added: “General insurance is an integral part of the advice process and with The Key’s seamless integration with the Paymentshield platform, the process can now be conducted quickly and efficiently as part of the digital mortgage advice and sale process.”
