Primis Mortgage Network has introduced a sole-tie option with Uinsure, giving adviser firms an additional route to deliver general insurance through a single provider integrated with its CRM platform.
The network said the new arrangement is designed to help advisers make general insurance a more consistent part of the customer journey while reducing administration and duplication.
Under the partnership, Uinsure’s technology integrates with Mortgage Brain, Primis’s CRM partner, enabling advisers to access insurance quotes and applications through a more streamlined process without the need for additional data entry.
Adviser firms using the sole-tie option will continue to have access to pricing from Uinsure’s panel of UK insurers, allowing them to offer customers a range of cover options through a single platform.
The proposition also includes a referral model for advisers who prefer not to arrange insurance directly, providing an alternative route to engage clients on protection needs.
Phil Carr, director of intermediary at Uinsure, said: “The mortgage moment remains the most powerful opportunity for insurance – where client need and intent are at their highest.
“Firms that capitalise on it consistently are the ones that deepen client relationships and build a genuinely rounded value proposition.
“Primis has been clear about what their adviser firms need to grow, and we’re proud to be the partner they’ve chosen to make it happen.
“This will enable a more streamlined, repeatable and scalable process for its firms, and is exactly the kind of forward-thinking partnership that drives the market forward.”
Craig Hall (pictured), director of strategic partnerships at LSL Financial Services, added: “The addition of a sole tie option with Uinsure reflects Primis’s commitment to giving its adviser firms the tools and partnerships they need to grow.
“Advisers want to offer general insurance, but it can feel like another thing to manage on top of an already busy process. Uinsure’s integration with our new CRM partner Mortgage Brain will help make the GI journey more straightforward for advisers, simplifying the quote and apply process and helping them offer their customers competitive cover.
“Uinsure’s panel-based approach means firms can access that simplicity without compromising on competitiveness. That, alongside its track record of innovation, made them the clear choice.”
The launch forms part of Primis’s wider strategy of providing adviser firms with technology and distribution partnerships aimed at embedding general insurance more effectively within the mortgage advice process.
