360 Dotnet’s wealth and mortgage platform, 360 Lifecycle, has streamlined the general insurance (GI) journey with Uinsure.
360 has enhanced its buildings and contents quotation process to allow greater customisation within its FactFind and updated the results pages to provide more user information.
Following the early adoption of Uinsure’s API suite, allowing GI quotes to be automatically generated for the adviser within the FactFind, 360 has improved the GI sourcing process, allowing advisers to modify their GI requirements. Both journeys allow advisers to retrieve their quotes efficiently, making the process of generating a quote while providing mortgage advice quicker, and easier.
When retrieving quotes from Uinsure, advisers can apply for the quote; the redesigned shortlist highlights key policy information, allowing quotes for multiple addresses to be displayed. It is easier to identify the quotes between the two systems with the added Uinsure quote number. Finalised quotes can be retrieved in the shortlist, which saves downloading any unnecessary documents. The integration ensures details of the sale, all documentation and commissions are captured and recorded in 360 Lifecycle.
Ozgur Unlu (pictured), CEO of 360 Lifecycle said: “We are excited to enhance our integration with Uinsure, we see this integration as efficiently supporting our advisers with future applications. This integration is very much in line with our commitment to provide the quickest and easiest solution to advisers and their customers.
“We give advisers more time to spend with customers to fully understand their requirements, and ensure they get the best product.”
Lauren Bagley, Uinsure’s chief partnership and marketing officer, said: “Our ongoing mission is to remove the complexities from general insurance. To ultimately make it as seamless as possible for advisers to provide a quote alongside every mortgage application. Our integration with 360 Lifecycle is another example of how we are doing that.
“Given current market conditions and what we are likely to see in 2023, the role of the adviser is more important than ever. By utilising this technology, they will not only be able offer their clients the full service and the benefits that come with it – but they will be able to do so in a much more streamlined and efficient way.”