The integration aims to save advisers time on administration, allowing them to focus on delivering valuable advice to clients.
Insurance administrator and distributor Paymentshield has partnered with eKeeper to allow mortgage advisers using the fintech and software house’s customer relationship management (CRM) system to generate general insurance (GI) quotes.
The 2,200 advisers using eKeeper will have Paymentshield GI quotes delivered directly to them using data from the client’s existing mortgage application.
The integration aims to save advisers time on administration, allowing them to focus on delivering valuable advice to clients.
Emma Green, head of sales at Paymentshield, said: “This integration will strengthen the relationship between the adviser and client, helping to support a relationship based on advice.
“Having GI quotes available at their fingertips enables advisers to have those important conversations about the client’s priorities and provide a more rounded and tailored service.
“This Integration utilises our brand new, modernised API technology and supports our strategy of working not only in the network space but also supporting the directly authorised and club markets more closely.
“The integration between eKeeper and Paymentshield uses data already collected in the eKeeper CRM, meaning advisers can have GI quotes delivered directly into the eKeeper system, without having to rekey client information.”
