PROTECTION UPDATES

We want to make it as smooth and seamless as possible for you to do business with us. Whether we’ve got an existing relationship with you, or you’re a brand-new firm, registering to do business on our Life Protection Platform for the very first time, we’re here to help you, every step of the way. […]

We are excited to announce a significant upgrade to our services that will greatly enhance the client’s experience with The Exeter. Our new Income Protection Claims System is designed to revolutionise the way we handle claims, streamlining the process, and delivering improved service efficiencies. Key Benefits of Our New Income Protection Claims System: Streamlined Claims

Supporting your remortgage and product transfer clients with their insurance needs We all know that generating good customer outcomes is wired into the way advisers think and operate. After all, a failure to possess this mentality would result in very low repeat business rates. However, when it comes to general insurance (GI) conversations, Paymentshield’s research

We understand that excellent communication and service is pivotal to a successful conveyancing transaction. Your client can now elevate their conveyancing experience for an extra £250 with our new Premier Service! The firms included guarantee an elevated level of service and if it is not fulfilled, receive £250 back. Try it out

NEW INSURER JOINS PAYMENTSHILED PANEL Paymentshield are pleased to announce that Integra have joined their Home Insurance panel. With over 40 years in UK Home Insurance industry, Integra are an MGA based in the UK with a focus on homeowner insurance products. Their products are constantly reviewed and refined using the latest in-depth data enrichment

We know that your clients need cover as quickly as possible. That’s why, here at Scottish Widows, we’ve streamlined the manual underwriting process when medical evidence is required. As a result, only 10% of applications* require a GP report and where they’re needed, the process to a decision is faster. Here’s how we’ve improved efficiency:

News bulletin – Louise Colley shares Zurich perspective on Consumer Duty Right across the retail financial services industry, it seems we’ve been living and breathing the Consumer Duty since its announcement last summer. With the next deadline for the regulation now imminent, I’m confident that we are all geared up for it. We’ve been busy

Paymentshield’s optimised Home Insurance quote journey is already making a huge difference to those advisers who have used it so far. Allowing for speedier quotations and improved conversion. Old journey switch off Due to this success, we’ll be removing the option to complete a quote using the old Home Insurance quote journey from 30 June

Did you know that Childrens Critical Illness Cover was the 5th most commonly claimed on element of our policy?* Staggering isn’t it? That’s why we made our Childrens CI completely standard on our policies. There’s no need to upgrade or add it as a bolt on, it’s built in from the start. Even if your

Consumers value financial advice more this year, new YouGov survey shows A new Paymentshield YouGov survey, conducted with 2139 UK adults, has found those aged 25-34 (typically first-time buyers) are the most likely to seek financial advice this year. This cohort is also the most concerned about finances generally, with 45% saying finances are currently