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.