Member firms of the network and the DA club can refer clients to UinsureCX to automate building and contents insurance quotes and product.
UinsureCX tracks an individual client’s mortgage process and offers them fully-automated communications at key mortgage journey stages, including application, offer and exchange.
Once the referral has taken place, clients will receive automated communications tailored to their specific mortgage type and individual circumstances.
Customers can arrange cover in less than 60 seconds through a simplified journey.
The Right Mortgage: ‘A new dimension’
Amy Wilson, head of general insurance at The Right Mortgage, said: “The Right Mortgage is excited to be introducing UinsureCX to bring a new dimension to our service offerings. This collaboration reflects our commitment to delivering comprehensive solutions that meet our adviser member and their clients’ evolving needs.
“By incorporating UinsureCX’s capabilities into the TRM proposition, we’re taking a significant step towards providing a holistic experience that encompasses both mortgages and insurance.”
Lauren Bagley, chief partnership and marketing officer at Uinsure, said: “Teaming up with The Right Mortgage allows us to support more advisers to focus on delivering exceptional service to their clients.
“TRM advisers can now capitalise on the power of technology and data to drive their insurance strategy, while their clients can now enjoy a streamlined and digitised insurance journey that seamlessly aligns with their mortgage progress.”
