Marketing toolkit

All of the resources in our toolkit are designed to support your GI sales process from template letters that can be used as direct mail campaigns to customer leaflets and guides to help inform clients about insurance and the value of your advice. 

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Sales support tools

Reasons to work with Paymentshield

Sales support guide

Home Insurance questionnaire

Contents calculator

Quick start guide

Client fact find documents

Home Insurance

Income protection

Mortgage protection

Landlord's Insurance



A guide for moving into your new home as a tenant

A guide to Tenant's Contents Insurance

How to make a house a home

Let's talk money guide

A guide for tough times

A guide to fighting freezing temperatures

A guide to keeping afloat in a flood

A guide to beating the storm

The ultimate guide to moving home

A buyer's guide to Landlord's Insurance

A buyer's guide to Home Insurance


Referral leaflet

Tenant's Contents Optional Extras leaflet

Tenant's Contents Insurance leaflet

Contents Insurance leaflet

Mortgage Protection leaflet

Landlord's optional extras leaflet

Home Insurance leaflet

Optional extras leaflet

Landlord's Insurance leaflet

Case Studies

When lightning strikes

All insurance is the same...

It pays to know your optional extras

Seeing the bigger picture

Don't gamble on your home insurance

Actually, it could happen to you!


Cover for what customers really need

The importance of Tenant's Contents Insurance


Are you confused by insurance jargon?

Do you have time to search for insurance?

Do you have the right insurance?

Template letters

Income Protection letter

Landlords Insurance letter

Useful videos for your clients

What's accidental damage cover

Video: What's accidental damage cover?

Find out more about the optional extra accidental damage and why getting advice about it could be useful.

In Insurance tips


Video: What's legal expenses cover?

Find out more about the optional extra legal expenses and what it covers.

In Insurance tips

What insurance might tenants need

Video: What insurance might tenants need?

It's important as a tenant to protect the things you care about but what insurance might be needed?

In Insurance tips

What's home emergency cover

Video: What's home emergency cover?

Find out more about the optional extra home emergency and what's classed as an emergency when making a claim.

In Insurance tips

What is personal possessions cover

Video: What's personal possessions cover?

Find out more about the optional extra personal possessions and what it covers.

In Insurance tips

advice customer vid

Video: The importance of advice

Why getting advice when it comes to your home insurance is important.

In Insurance tips

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