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

Sales support guide

Customer appointment card

Quick start guide

Contents calculator

Home Insurance questionnaire

Reasons to work with Paymentshield

Client fact find documents

Mortgage protection

Remortgage

Landlord's Insurance

Home Insurance

Income protection

Guides

A guide for tough times

A guide to fighting freezing temperatures

A buyer's guide to Home Insurance

A guide to beating the storm

Let's talk money guide

A guide to keeping afloat in a flood

A buyer's guide to Landlord's Insurance

How to make a house a home

The ultimate guide to moving home

A guide to Tenant's Contents Insurance

A guide for moving into your new home as a tenant

Leaflets

Tenant's Contents Optional Extras leaflet

Home Insurance leaflet

Mortgage Protection leaflet

Contents Insurance leaflet

Optional extras leaflet

Landlord's Insurance leaflet

Landlord's optional extras leaflet

Tenant's Contents Insurance leaflet

Referral leaflet

Case Studies

Seeing the bigger picture

When lightning strikes

It pays to know your optional extras

Don't gamble on your home insurance

All insurance is the same...

Actually, it could happen to you!

Infographics

Cover for what customers really need

The importance of Tenant's Contents Insurance

Posters

Do you have time to search for insurance?

Are you confused by insurance jargon?

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

Whats-legal-expenses-cover

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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