Discussing GI with every remortgage & product transfer client has always been a huge opportunity but it now makes more sense than ever.

To support you with these conversations we've brought together a selection of bespoke resources. Including resources that you can share with your clients and those that are specifically for your own personal development.


Video: Why reviewing your home insurance when remortgaging is important.

There's a lot that may have changed when the time comes for your clients to remortgage which is why it's so important for their home insurance to be reviewed too. 

Maybe they've had an extension built or turned an outbuilding into a home office. They may also have experienced other personal milestones that might affect their home insurance such as having a baby or even something as simple as an expensive gift for a landmark birthday.

This video is available for you to share with your clients via social media or email to help you highlight how you can support their home insurance review at the same time as their remortgage or product transfer.

Simply click the button below and select one of the icons under the heading 'share this article'.

Go to Video

Remortgage client fact find 

The button below will take you to a client fact-find form. This form will help you easily capture the relevant information about your client to produce a home insurance quotation at remortgage, that suits their needs. 



Remortgage client fact find
7 steps to supercharge your GI sales to remortgage clients ebook

ebook: 7 steps to supercharge your GI sales to remortgage clients 

With a focus on your remortgage clients, this ebook provides you with seven handy steps to help you with the quotation process and win the business. Including some guidance on a process to follow whether they currently have a Paymentshield policy or not and what to do if your client decides now really isn't the time. 



Webinar: Imagine reassuring your remortgage clients 

Regional Sales Manager, Sarah Jackson, helps you imagine the possibilities the remortgage opportunity can bring and the benefits that come from fulfilling your duty of care to your remortgage clients with a conversation about GI.

Plus, enlighten your clients about the risk of underinsurance and how easy it might be to have a conversation about GI using our selection of tools and resources. 

Watch it here

Remortgage webinar

Whitepaper: Is consumer or adviser apathy reducing GI sales at remortgage?

This paper examines whether a limited number of general insurance conversations at remortgage is the result of consumer apathy, adviser apathy or a more fundamental issue within the GI market. 



Whitepaper is consumer or adviser apathy reducing the number of GI sales at remortgage
Podcast Lets talk GI at remortgage

Podcast: Lets talk GI at remortgage

Shannon Johnson, a GI Specialist from Oakhill Independent Financial Services joins Dean Marson on this episode to discuss how advisers can have easier conversations with their remortgage clients about protecting their home and why this is so important.  


Request a callback to discuss more ways to help you build GI into remortgage & product transfer sales


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