Paymentshield has launched their new online Adviser Hub which makes it even easier to do business with them.
Quickly and confidently see how you’re performing with a new dashboard that displays your quotes, submissions, renewals and cancellations performance.
To understand you client’s renewal situation you’re now shown your client’s current premium, what their new premium is going to be, whether they opted in for our rebroke service and if the new price is a result of rebroke.
If you’ve a client who’s cancelled their policy and if you want to contact them to ensure they’ve arranged adequate cover, you now have all the information you need before making the call, including the date they cancelled and the reason why.
When quoting for a Paymentshield product, questions are now grouped into sections with new visuals, making it easier to select the right answer for your client and you can compare quotes more easily without losing any information and functionality you’re already used to.
These latest enhancements to Paymentshield’s online proposition mean you can now not only obtain and compare quotes more easily but also understand your client’s renewal situation and manage attrition with new insight as to why a client has cancelled their policy.
Login now to see your new personalised hub or for how to make the most of Adviser Hub book a callback on the Paymentshield Adviser Hub information page.