NEW ONLINE PAYMENT OPTION FOR ANNUAL PAYERS
To make the service you and your clients receive from Paymentshield shine even brighter, they’ve have launched a new online option that enables policyholders who pay annually credit or debit card to renew and pay for their policy at a time that works for them.
What this means for your clients
For any of your clients that pay annually by credit or debit card, it means they no longer need to call Paymentshield to provide payment details over the phone and can do it all online. To promote awareness of the new payment option facility, the renewal documents sent to customer who pay annually by card now explains the option to renew and pay online.
Our customer experience
This is the first of a number of initiatives planned for this year to enhance the capabilities available to your clients and enable them to them manage their policy in the way they want. This year has also seen Paymentshield launch an FAQs centre and chat functionality via their website.
Review your renewing clients in Adviser Hub
You can easily view which of your clients are coming up to renewal and may want to take advantage of the new online payment facility by logging into Adviser Hub and reviewing ‘My GI Book’.
