Paymentshield Partners with Smartr365 to Embed General Insurance for Advisers

Paymentshield has joined forces with market leading mortgage and protection platform Smartr365 to launch a fully integrated GI offering. 

Now live, our partnership seamlessly embeds GI into the mortgage and protection journey to create a frictionless experience for advisers. It allows advisers to either source a Paymentshield policy or automatically refer their clients to Paymentshield’s referral team to manage the GI sale, all while remaining in the Smartr365 platform and without the need to rekey information.

This new partnership will enable advisers to better serve their clients and ultimately increase the volume of quotes and referrals.

The partnership also means that Smartr365’s network of approximately 5,000 advisers will benefit from the breadth of Paymentshield’s recently expanded panel of insurers, with Ageas and Tradex now sitting alongside the likes of AXA, Allianz and Integra, and more insurers expected to join throughout 2025.

Commenting on the partnership, Paymentshield’s Distribution Director Emma Green says:

“We’re proud to partner with the Smartr365 team to help streamline the GI process for its huge pool of advisers. The partnership is a game-changer, and ensures advisers are better placed to offer their clients the right product at the right time. It’s a mission of ours to utilise clever technology to empower advisers to properly protect every home, and Smartr365’s cutting-edge platform will help us to make this happen.  

“We’ve also worked hard with Smartr365 to ensure that our integration has the end customer experience firmly in mind. This means, instead of going for blanket automation, we ensure advisers are able to give each individual client a choice over what happens with their data, and if and how they want it to be used to obtain home insurance.”   

 Conor Murphy, Founder and CEO of Smartr365 added:

“We’re delighted to announce our integration with Paymentshield, a move that directly helps brokers work more efficiently and deliver even better outcomes for their clients.   This integration is a major step forward, giving brokers automated access to 90%+ of the advised general insurance market, all within a single platform.”