Refer and protect

Paymentshield's referral service empowers advisers to easily offer insurance to every client. 

We're able to offer your clients advice on your behalf ensuring those customers receive full continuity of service following the advice they received during the mortgage process. All we need is your client’s name, contact details, the type of insurance they need help with and when they’d like us to contact them. 

Or, you can opt your client into our online service if they'd prefer to buy in their own time. We'll then send an instant price directly to the customer by email or text with a link to Paymentshield’s online platform where they can confirm their details and cover levels before buying the policy.

As soon as a client is referred to Paymentshield you’ll be able to track their journey from start to finish so you have full transparency of progress and the ultimate outcome. 

If your client would like to get advice from us over the phone, you can either fill in the referral form yourself or let your clients complete themselves by sharing a web link or by inviting them to scan a QR code which can be viewed or downloaded from within Adviser Hub.

Both the link and QR code are unique to you, so we’ll know exactly where the referral has come from and you can add these to any of your business’ customer communications if you'd like to encourage your clients to self-refer.

Alternatively, you can request for your client to be sent a quote by email or text with a link to enable them to arrange their home insurance themselves online.

By referring to Paymentshield, we’ll speak to your client on your behalf, so your time is freed up to focus on other services. 

Paymentshield can also help prevent your client going to a direct provider for their insurance needs which could lead to further loss of business from sales of other products or services over the longer term.