You are here: Home - News -

Paymentshield launches insurance customer management hub for advisers

by: Mortgage Solutions
  • 02/07/2018
  • 0
Paymentshield launches insurance customer management hub for advisers
Southport-based home insurance and protection provider Paymentshield has launched its Adviser Hub, which aims to make it easier for brokers to get quotes and manage renewals and attrition rates.




Each adviser will have a personalized GI dashboard showing individual quotes, conversion and retention figures and aims to help brokers handle their GI business.

James Loder, proposition director at Paymentshield, said: “We created the Adviser Hub with the intention of delivering the most advanced intermediary online hub in the general insurance market and believe we’re providing online functionality that delivers on those intentions.

“Advisers now have a simple and accessible way of managing their client’s entire general insurance journey, from comparing quotes and submitting applications through to reviewing and renewing policies, and even managing cancellations. The system also enables advisers to review information about their performance so that firms can ensure they are making the most of every opportunity.

“This is just the start and we are already working on the next phase of Adviser Hub, which will continue to set new standards in how advisers work with general insurance providers.”

Paul Shearman, mortgage and protection proposition director at Openwork, said: “General insurance is a vital component in the proposition our advisers provide to clients, as well as an important contributor of recurring income to advisers and the network.”

He added: “The system is straightforward to use, and I know has been built following significant input from Openwork’s advisers and others in the broader market.”

There are 0 Comment(s)

You may also be interested in

Business Skills

In this section, we offer short ‘how to’ guides on harder to crack areas of business. From social media, to regulation or niche product areas, we cover it all.


Our journalists interview key industry entrepreneurs, strategists and commentators for day-to-day market insight and a strategic view of where the industry is heading. We offer lessons for success and explore the opportunities for your business

Success in Practice

Here, we share case studies fleshing out best practice to help you decide what could work for your business. Take a look at how others approached complex tasks like launching a new mortgage lender, advising on a new product area or deciding to specialise in another. Learn from others mistakes and triumphs.


Each week, we ask top mortgage and property commentators with a unique perspective to examine a key news headline, market move or regulatory or political issue.


Vote in our weekly poll here. It’s your chance to tell us what you think and be heard on the top news stories of the week. Review our archive to find out what your industry really thinks and all our coverage of the results.

Top Comments

Be part of the conversation on Mortgage Solutions. We want to hear from you. We have a tool called Disqus to tell us which stories get the most comments each week. Every Friday, the team picks the most thoughtful or opinionated contributions from our readers to enjoy again. Don’t forget to share your favourite stories from the site on social media to keep the conversation going.
Read previous post:
Lenders push out record number of first-time landlord mortgages

First-time landlords can choose from a record level of mortgage products, as lenders fight for new landlord entrants to the...