How our technology can support you
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.
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.
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.
Self-service
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
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 platformIn 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