Paymentshield adds dedicated 'My GI Book ' tool to Adviser Hub

MI GI Book’ is now live within Adviser Hub enabling advisers to view all their Paymentshield in-force policies in one place.

There’s also new functionality to enable advisers to click on the policy reference number and see more details about the clients choices such as what optional extras they have selected and if they’ve chosen to go paperless.  Advisers will also be able to see if a policy has a cancellation pending and the reason for that cancellation, helping to add even more transparency around cancellations.

If this is the case, there will be a yellow warning triangle icon next to the policy reference to bring this to the advisers attention.