Paymentshield has introduced new features to Adviser Hub that helps advisers manage their general insurance (GI) business.
Latest changes include enhancements to the MI Dashboard, with the introduction of a detailed breakdown of the products and cover levels that make up an Adviser’s GI book. This includes information on the average life and cost of existing policies to provide advisers with a greater level of detail, analysis and transparency.
Paymentshield is also introducing a new Expired Quotes area to Adviser Hub, where advisers will have the ability to requote on their expired quotes without the need to re-key in their client’s data again.
James Loder (pictured), proposition director at Paymentshield, said: “At Paymentshield, we understand the important role technology can play in empowering advisers to incorporate general insurance into their conversations with clients and manage their GI business. This is why we have invested in, and continue to invest in, Adviser Hub delivering a depth of personalised analytics that advisers can’t get elsewhere else.
“With Adviser Hub, advisers can be sure that all data is presented in real time and, where appropriate, we will analyse that data to make it more powerful and easier to use. This latest launch is all part of our ongoing commitment listening to how advisers use Adviser Hub and developing our technology to empower advisers to develop their business.”
