HLPartnership has integrated Uinsure into its cloud-based home insurance fact find, complementing its built in mortgage and protection sourcing.
Unsure and 360Dotnet, the technology firm behind HLPartnership’s cloud-based client relationship management system, have worked to provide an integrated solution that now allows the adviser to quote and apply for home insurance without the need to divert away from the fact find. The integration also allows customer data to be passed to Uinsure’s ‘Refer and Earn’ facility.
Christopher Tanner, CEO of HLPartnership, said: “Our new system already has integrations for mortgage and protection sourcing built-in so it was the obvious step for us to include home insurance in the next phase of the roll out. We know our partner advisers are busy and that our technology platform needs to create efficiencies in their interaction with their clients; being able to provide a home insurance quote without the need to duplicate data input or leave the fact find has been incredibly well received.
“Uinsure are a well-respected and competitive general insurance provider, and we welcome the innovation their partnership with our Network brings. This is the first of many enhancements and integrations we intend to develop with the technology we have now made available to our partner advisers.”
Mark Hutchings, national account manager at Uinsure, said: “We are delighted to be working with HLPartnership in delivering a 5 star service to its adviser partners which matches the 5 star home insurance we provide to customers.
“Home insurance can often be forgotten about during the advice process but the peace of mind which is provided by quality cover and is supported by the fantastic income general insurance creates for the firm should not be overlooked. By improving technology and making the process of advising GI easier, greater efficiencies will become apparent and the overall customer experience improves. Most importantly we will see more homes enjoying excellent cover at competitive premiums.”
Carlos Thibaut, CEO of 360 Dot Net, added: “The fact find continues to demonstrate how technology providers can successfully integrate their platforms together to create unique and compelling experiences to users.
“The frictionless process for advisers to ‘Quote and Apply’ or ‘Refer and Earn’ from the fact find reflects the commitment of all parties to ensure that advisers can submit home insurance simply and, more importantly, intuitively.”