Paymentshield enhances quote and apply system

Ryan Fowler

July 12, 2016

technology man phone laptop tablet

Paymentshield has launched an enhancement to its quote and apply system aimed at providing advisers with more choice for clients.

The updated quote and apply screen will now display both standard and extra cover options via its results screen, as well as providing the cost and option to instantly add accidental damage cover to the quote.

This will help support advisers by reducing the need for them to alternate between multiple quote screens to re-enter information before being able to offer quotes for different cover options.

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James Watson, sales and marketing director at Paymentshield, said: “Our enhanced quote results screen will offer advisers much more flexibility in terms of the service they’re able to offer to customers.

“Advisers now have the opportunity to not just offer clients a choice of quotes from up to 9 different insurers from one results screen but can also now do this across two levels of cover.

“We’re committed to supporting advisers to make the most of opportunities within the general insurance market and this initiative will help save time for both customers and advisers.

“Moreover, it will enable them to further demonstrate the value of their professional advice by sourcing a range of options to ensure the right fit for their clients’ needs.”

The new quote results screen will be live from 11 July and available to all advisers following the completion of the client information screens.

Watson added: “Paymentshield’s common policy wording means that our question set is kept to a minimum which already helps to speed up the quote process.

“The ability to now offer more choice to clients will further support the sales process, particularly when dealing with those clients that are uncertain about the exact level of cover they need.”