Protection

Paymentshield launches pending policy solution

Previously, advisers who had pending policies with missing details were required to call the adviser support team.

Rozi Jones
|
3rd April 2019
computer tech completed adviser
"We wanted to invest in a way of making the completion of pending policies as quick and easy as it could possibly be."

Paymentshield has launched a self-service tool on its Adviser Hub to help advisers complete details on pending policies more easily.

Previously, advisers who had pending policies with missing details were required to call the adviser support team to provide the necessary information over the phone.

James Loder, proposition director at Paymentshield, commented: “It’s often the case that advisers are unable to complete all of the details on a policy at application and so we wanted to invest in a way of making the completion of pending policies as quick and easy as it could possibly be.

“This new feature in Adviser Hub removes the hassle and time constraints of the offline process, empowering advisers to have greater control over their general insurance applications and to improve their conversions. It’s all part of our ongoing effort to make it easier for advisers to incorporate a conversation about general insurance into their advice process.”

 

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