How our technology can support you


API services

Developing new technologies is within our DNA, it's a business objective and something We constantly strive to push forwards. Our aim is simple: to enable business to easily embed the purchase of insurance into their existing online customer journey using our suite of REST APIs.

There are several integration options available as our API services have considerable flexibility, enabling us to work with any number of data points you’d like to pass across. This means we’re able to support you in creating an embedded insurance journey that works for you and your customers. 

Ongoing support

Our APIs are composed of a number of services, separated by function and hosted in isolation; however, all can be accessed through one easy URL scheme. Supporting technical documentation is available online with on-boarding, technical and day-to-day support provided by our in-house specialist Digital and IT teams.

Visibility you can track

Any quotes and applications started via our API service are also visible in our core technology platform meaning quotes started within a third party system or website can be retrieved and completed within Adviser Hub if you wish. 

Using our API services provides an efficient way of using your existing data to pre-populate fields in Adviser Hub, creating an enormous time-saving opportunity, especially for direct telephony sales.

Adviser Hub

Adviser Hub is a unique end to end sales platform which enables the user to quote and apply for our range of insurance products.

Quick and easy application service

The user is in full control of the quote and application process which can be used to provide a quote to a customer in a face-to-face or over the phone setting on either an advised or non-advised basis.

The quote and application journey it supports, has been intelligently designed to maximise the number of properties we can offer a quote to and provide an accurate price for the customer in under two minutes.

Information at your fingertips

In addition to offering a slick quote and application process, Adviser Hub provides an unprecedented level of transparency to support proactive customer management. This includes a personalised dashboard which displays information on quotes, submissions, conversion rate, renewals, cancellations and retention. Filters can be used to create different views by firm, branch, adviser, products, and different time periods over the last 12 months. Our Defaqto compare tool and webchat capabilities further support the sales journey by ensuring you have access to the information you need to support your advice.

Full transparency

The dashboard information within Adviser Hub is further supported by the ‘My GI Book’ section which provides a visual overview of the products that make up the user's book of Paymentshield business. We provide a range of information from the policy lifecycle breakdown for each product and the penetration of optional extras through to the average premiums their clients pay.


Adviser Hub also offers additional time saving functionality and resources such as the ability to easily add outstanding information to pending policies in order to put them on risk and being able to easily refresh expired policies. 

View the resources below on how to make the most out of Adviser Hub

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Video: Adviser Hub - A revolutionary experience

Get a summary of all the key features of our unique Adviser Hub.

In Insurance tips


Video: Adviser Hub - commission calculator

See how you could transform your commission earnings just by adding a few extra GI policies with the Commission Calculator.

In Insurance tips


Video: Adviser Hub - My GI Book

My GI Book is a tool in Adviser Hub to help give you a full overview of your GI business. This video explains each area and how to use it.

In Insurance tips


Video: Adviser Hub - pending policies

Adviser Hub makes it quick & easy to add any missing information in order to get your clients' policies off the ground.

In Insurance tips


Paymentshield launch new customer platform

We’ve today launched a new online platform for policyholders, replacing our existing customer portal, which will enable them to have more control over their Paymentshield policies.

In Partner updates


Paymentshield launch adviser hub updates

We've introduced some new and exciting features within our unique Adviser Hub platform

In Partner updates


New automatic requoting technology

The latest technology enhancement to our Adviser Hub platform is now live – a new requoting function which will save advisers time in tedious data inputting.

In Partner updates


Why it pays to be an oracle - not just an adviser

As an adviser with Mortgage Advice Bureau, Daniel Wenham supports people through one of the most pivotal, exciting and often nerve-wracking moments in their life. He’s worked in the mortgage industry for almost a decade and is passionate about delivering...

In Partner updates