Paymentshield Adviser Hub

  GET TO KNOW YOUR DASHBOARD

Quickly and confidently see how you’re performing with a new dashboard that displays your quotes, submissions, renewals and cancellations performance.

Click on each of the headings below to understand how you're able to enlighten your business, every time.

  WE'VE LISTENED TO YOUR FEEDBACK

After hearing your thoughts, we've made it easier to open your current and submitted quotes. Now, simply click on the QUOTE REF number, which you'll always find on the left hand side of your current and submitted quote tables.

  UNDERSTAND YOUR CLIENT'S RENEWAL SITUATION

You'll now be shown your client's current premium, what their new premium is going to be, whether they opted in for our rebroke service and if the new price is a result of rebroke.

To help with reporting and analysis you can also export your renewal data in either csv or pdf format.

  UNDERSTAND WHY A CLIENT CANCELLED THEIR POLICY

If you want to contact your client to ensure they've arranged adequate cover you now have all the information you need before making the call, including the date they cancelled and the reason why.

To help with your analysis or reporting you can export your cancellation data in either csv or pdf format.

  A NEW QUOTE EXPERIENCE

Questions are now grouped into sections with new visuals, making it easier to select the right answer for your client!

  COMPARE QUOTES MORE EASILY

Without losing any information and functionality you’re already used to.

Your dedicated TBDM is on hand to help you make the most of Adviser Hub, simply complete this form and they'll call you back!