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Paymentshield unveils interactive GI resource

by Kevin Rose
28 November 2018
First Direct produces demystifying videos
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Paymentshield has published a new interactive video designed to tackle some of the obstacles that can discourage advisers from talking about general insurance with their clients.

The interactive resource provides tips, tools and information to help advisers who don’t currently talk about general insurance with their clients for one of a number of reasons, including:

  • It’s not a top priority
  • It’s hard to find the time
  • They need to know more about the products
  • Their clients want to arrange it themselves or think it’s too expensive
  • They don’t see it as a good source of income

For each of these reasons, Paymentshield provides practical advice and information that tackles some of the misconceptions about general insurance and helps advisers to better understand the opportunity and their options.

James Loder, proposition director at Paymentshield, said: “General insurance can sometimes be the elephant in the room and we know there are many advisers out there who have fallen out of the habit of talking to their clients about GI. But, without their advice, understanding all of the options available can be a mammoth task for their clients.

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“Advisers are able to understand their clients’ needs in a way that no price comparison website ever can, which not only helps them to get the best cover but can also provide an important source of revenue for the adviser’s business.

“This is why we have created a one-stop resource to make it easier for advisers to have a conversation about general insurance with every client.”

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  • MORTGAGES
    • Mortgage type
      • Discount mortgages
      • Fixed rates
      • Fee-free
      • Interest-only
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      • Variable rates
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Company Number 11335497. Registered Office: Unit 1, E.M.P. Building, 4 Solent Road, Havant, Hampshire PO9 1JH

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