Paymentshield launches self-service tool on adviser hub

Michael Lloyd

April 3, 2019

Paymentshield has launched a self-service tool on its Adviser Hub to help advisers to more easily complete details on pending policies and increase their general insurance conversions.

Until now, advisers who had pending policies with outstanding details, such as no start date or missing bank details, were required to call the adviser support team to provide the necessary information over the phone.

This development means that advisers can quickly make updates to pending policies themselves, 24 hours a day, seven days a week.

James Loder, (pictured) proposition director at Paymentshield, said: “It’s often the case that advisers are unable to complete all of the details on a policy at application and so we wanted to invest in a way of making the completion of pending policies as quick and easy as it could possibly be.

“This new feature in Adviser Hub removes the hassle and time constraints of the offline process, empowering advisers to have greater control over their general insurance applications and to improve their conversions.

“It’s all part of our ongoing effort to make it easier for advisers to incorporate a conversation about general insurance into their advice process.”

In the last year the general insurance provider has delivered an improved quote and buy journey with the launch of Adviser Hub, introduced a Quick Quote option, earnings calculator and Defaqto Compare Tool, whilst providing advisers with more than 25 new resources on its Adviser Toolkit.

Sign up to our daily email