PROTECTION UPDATES

Latest underwriting updates to our Life Protection Platform We want to make it as smooth and seamless as possible for you to do business with us. Based on your feedback and a full review of our application form base questions, we’ve made some changes to the questions we ask your clients about their health. We’ve […]

Zurich have announced they plan to withdraw from regional personal lines and national broker personal lines, such as home and motor insurance. Therefore, Zurich will be leaving Paymentshield’s Home Insurance panel and will no longer be offering quotes for renewals from Monday 27 November 2023 and new business quotes from Thursday 28 December 2023. Zurich

Source Insurance welcomes Prestige Underwriting, specialist non-standard MGA, to their home insurance panel as the first of many underwriters of their new common worded, insurance product – Source Home. Source Home is the first home insurance product created by the team at Source Insurance and signifies the beginning of their highly anticipated product and risk

I wanted to chat with you about Critical Illness Cover and remind you of the importance of having this conversation with your clients. Our average age of claimants last year was just 51 years old*. And year on year, we’ve seen that cancer continues to be the most common reason for claims. The good news

Protection has always been a product that needs advice, especially when it comes to comparing a client’s existing arrangement compared with what’s available to them today. Some of the factors to consider when reviewing existing protection plans: Has the client’s health changed? Have the family circumstances changed i.e., had children?  What smoker status are they

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