Helping you offer
every
client quality insurance
Paymentshield has launched a new referral service meaning advisers can now more 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 get a quote themselves in their own time.
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.
This service is currently being rolled out to appointed representatives of most of our network partners. If you'd like more information on if it's available to you, please contact us using the form below.
How does it work?
Step 1 – Login to Paymentshield’s Adviser Hub
Step 2 – Go to the referral section from the main menu
Step 3 – Decide to refer the client for an advised conversation over the phone or opt them into our online service
Step 4 – Submit the form with the client's name and contact details
Step 5 – Check the details then leave it to us!
Want to get started with the Paymentshield referral service?
We're happy to help answer any questions you might have in order to get you started.
If you're an appointed representative and can't yet see the option to refer in Adviser Hub, are a directly authorised firm looking to start referring to Paymentshield, or you just want to know more about this new service, please get in touch using the form below.
What options are available?
Paymentshield is able to offer quotes to referred customers for Home or Landlord's Insurance.
Both of these insurance products are rated 5 Stars by Defaqto so you can be assured your client will be receiving quality cover that's tailored to their needs.
The choice is yours...
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 email or text with a link to enable them to arrange their home insurance themselves online.
Benefits of referring
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.
Easily track and manage your referrals
You can view and edit all the referrals that have been made via your QR code or referral link within Adviser Hub including a full history of all the communications with the customer.
You can also edit any of the leads which means if your customer changes their mind about when’s best to contact them or realises they’ve made a mistake when completing the form themselves, you can instantly update their details on their behalf.
