Marketing & Downloads Marketing Toolkit To support your general insurance conversations our toolkit is packed with information and resources for both you and your clients. PRODUCT INFORMATION Choose a Product: Home Insurance Landlords Insurance Mortgage Protection Income Protection Home Insurance A Buyer's Guide to Home Insurance A handy guide to give your clients that explains the key features and benefits to look out for when purchasing a policy. Download Order Printed Copies: Home Insurance Customer Leaflet A valuable overview of the cover features and benefits of our Home Insurance product. Download Order Printed Copies: Contents Insurance Customer Leaflet A valuable overview of the cover features and benefits of our Contents Insurance. Download Order Printed Copies: Optional Extras Customer Leaflet A valuable overview of the cover features and benefits of our optional extras. Download Order Printed Copies: Home Insurance Customer Data Capture Form To help you capture your clients' criteria prior to producing a home insurance quotation. Download Unavailable to Order Home Insurance Direct Mail Template To help communicate the importance and peace of mind that Home Insurance can provide to your clients who may need it. Download Unavailable to Order Home Insurance Poster - Stag A little something for the office. A Home Insurance poster featuring a stag! Download Order Printed Copies: Home Insurance Poster - Bear A little something for the office. A Home Insurance poster with a bear on it! Download Order Printed Copies: Home Insurance Poster - Monkey A little something for the office. A Home Insurance poster with a monkey! Download Order Printed Copies: Home Insurance Poster - Elephant A little something for the office. A Home Insurance poster featuring an Elephant! Download Order Printed Copies: Home Insurance Poster - Giraffe A little something for the office. A Home Insurance poster with a giraffe on it! Download Order Printed Copies: Landlords Insurance New! A Buyer's Guide to Landlords Insurance This guide helps explain the key features and benefits your client needs to look out for when purchasing landlords insurance. Download Order Printed Copies: Landlords Insurance Customer Leaflet A valuable overview of the cover features and benefits of our Landlords Insurance product. Download Order Printed Copies: Landlords Insurance Customer Data Capture Form To help you capture your clients' criteria prior to producing a Landlord’s Insurance quotation. Download Unavailable to Order Landlords Insurance Direct Mail Template To help communicate the importance and peace of mind that Landlords Insurance can provide to your clients who may need it. Download Unavailable to Order Mortgage Protection Mortgage Protection Customer Leaflet A valuable overview of the cover features and benefits of our Mortgage Protection. Download Order Printed Copies: Mortgage Protection Customer Data Capture Form To help you capture your clients' criteria prior to producing a Mortgage Protection quotation. Download Unavailable to Order Income Protection Income Protection Customer Leaflet A valuable overview of the cover features and benefits of our Income Protection. Download Order Printed Copies: Income Protection Customer Data Capture Form To help you capture your clients' criteria prior to producing an Income Insurance quotation. Download Unavailable to Order Income Insurance Direct Mail Template To help communicate the importance and peace of mind that Income Insurance can provide to your clients who may need it. Download Unavailable to Order SALES SUPPORT MATERIALS Sales Support Guide This guide supports you with selling our products. It provides in depth information about product features and benefits, step by step guides to selling our products, exclusions and helpful information about who to call in different scenarios. Download Order Printed Copies: Proposition Guide A look at everything we offer to help advisers maximise their general insurance earnings potential. Download Unavailable to Order Quick Start Guide Get to know our adviser website with this handy guide. Download Unavailable to Order Contents Calculator Use this with your clients to run through a checklist of items they may have in their home and calculate their total value, or it can be given to your client to take home and fill in whilst they walk around their home. Download Unavailable to Order VIDEOS HOW TO... How to Use Premium Flex Find out how our Premium Flex feature works when you're using the Paymentshield Adviser Hub. How to Activate Your Account Follow these quick and easy steps and find out how to activate your Paymentshield account. The 3 Quote Process Use the following process when meeting to discuss general insurance with your clients. The 3 quotes represent three levels of cover that you can then tailor to suit their needs. FOR YOUR CLIENTS Is Your Home Fully Protected? Your home is probably the most important thing you own but have you considered what would happen if the worst should happen? Home Insurance Case Study: Flooding Paymentshield policyholder, Kerry Doree, explains her decision to get advice on her home insurance and what happened when she had to claim when her home flooded, due to Storm Desmond. FOR YOU Reasons to Talk General Insurance We give you reasons to talk general insurance with your clients in our latest video. It's Easy to Talk GI It’s now easier than ever to talk GI, just choose what route is best for you and do it every time. Discussing our 3 Month Remortgage Offer Some of our Telephone Business Development Managers discuss the benefits of our 3 Months Free Home Insurance offer for remortgages. The Importance of GI: OWL Financial We sit down with Dominic Lowiecki at OWL Financial to discuss the importance of GI. The Importance of GI: Irlam Estates We sit down with members of the team from Irlam Esates who tell us the importance of offering their clients general insurance. WHITEPAPERS New! Protecting Landlords in a Changing Market An overview of some of the challenges facing different landlords in today's market, and a reflection on the relevant help & advice available to protect their investment. Download Unavailable to Order Is Ignoring GI A Dereliction of Duty? A look at the role of financial advisers including what’s expected and whether ignoring general insurance is a dereliction of duty. Download Unavailable to Order Why It’s Good To Talk GI This whitepaper explores the barriers stopping advisers talking about general insurance (GI) with their clients and identifies what they can do to overcome these. Ensuring minimal risk to clients and fulfilment to their duty of care. Download Unavailable to Order Why Comparison Sites Don't Have All The Answers A review of how service and value for money are being sacrificed for the sake of convenience. Download Unavailable to Order Why Today's GI Market Needs Financial Advisers A look at the role of advisers and why good advice has never been so important. Download Unavailable to Order eBOOKS 7 Steps To Supercharge Your GI Remortgage Sales With a focus on your Remortgage clients, this ebook provides you with 7 handy steps to help you with the quotation process and to win the business. Download Unavailable to Order 7 Habits of Highly Effective Advisers When it comes to being successful with general insurance there are some clear habits that have made many advisers highly effective. This ebook will take you through them so you can be successful selling GI too. Download Unavailable to Order How To Compete & Win This ebook helps you identify where difficulties lie with your clients and their way of thinking when it comes to financial advice and GI. Use the tools within this guide to help you compete and win when it comes to the internet. Download Unavailable to Order The Specifying Script It’s important to talk to clients, especially about the things that might not be covered as standard by their insurance. This ebook walks through how that conversation might go. Download Unavailable to Order CASE STUDIES New! All Insurance is the Same... Until you Make a Claim! Home insurance is something we all need but we don't always think about the value of it until it comes the time to make a claim. Jo Pond experienced this first hand when her bathroom flooded. Download Unavailable to Order When Lightning Strikes It's not everyday, as a landlord, that you get the call your house is on fire after being struck by lightning. But when it happened to Mark Wilkinson he was pleased he had a Paymentshield policy. Download Unavailable to Order Supporting the GI Conversation Greig Brown & Freya Tetley, from MAB Network Partner Scotland, share their experiences of the support received from Paymentshield when Freya was set up as their GI specialist, and how it has helped to grow their business. Download Unavailable to Order You Don't Know What You're Missing With 20 years experience as a mortgage adviser, Richard Hall is fully aware of the duty of care he has to ensure his clients have the right home insurance to suit their needs. Download Unavailable to Order Getting to Grips with General Insurance Edward Jackson is the general insurance manager at Key Solutions and he's seen first hand the benefits general insurance can bring to a mortgage business. Download Unavailable to Order Helping Policyholders Keep Their Heads Above Water When Kerry Doree's home flooded she was left thanking her lucky stars that she'd sought advice on her home insurance. Download Unavailable to Order Protection To Keep Your Clients In Their Homes When Graham Cross was taken seriously ill he was relieved he’d had good advice about mortgage protection from his adviser. Download Unavailable to Order Don't Let Your Client's Gamble On Their Home Insurance Joseph Burke discovered the true value of advice when he was suddenly without access to his home due to a collapsed railway tunnel.. Download Unavailable to Order The GI Specialist David Walton and Susan Lucas explain how having a GI specialist has helped boost their business. Download Unavailable to Order Keeping Up With The Joneses Simon Jones has experienced the true value of GI to his mortgage business. Here he explains his secrets to GI success. Download Unavailable to Order 5 Ways To Keep Your Clients Away From Comparison Sites A selection of advisers give us their tips to help you maintain a successful GI portfolio in today’s competitive market. Download Unavailable to Order Give Your Premiums Some Flex Appeal Craig Murray from Mortgage Help in Fife, Scotland, explains how he uses our Premium Flex tool to stop clients going elsewhere. Download Unavailable to Order Cheaper Than You Think Roger Cunningham, a financial adviser at The One Stop Mortgage Shop in Lisburn, Northern Ireland, has been using Paymentshield since 2004. Here he explains the changes over the years and how this has supported his roles. Download Unavailable to Order Standing the Test of Time To mark our 25th anniversary we had a chat with Vicky Johnson, from Poole Townsend in Barrow - a firm we've been working alongside from almost the beginning. Download Unavailable to Order INFOGRAPHICS 8 Reasons To Talk GI It’s important to talk to clients, especially about the things that might not be covered as standard by their insurance. This ebook walks through how that conversation might go. Download Unavailable to Order 25 Years of Paymentshield We celebrate 25 years in the insurance industry with 25 interesting facts about us. Download Unavailable to Order 7 Steps to Supercharge Sales with Remortgage Clients A quick step guide to help you get the most out of your general insurance sales with remortgage clients. Download Unavailable to Order 7 Step Guide To Buying a House Some straightforward advice for your customers on the stages of buying a home. Download Unavailable to Order Documents selected: If you would like to receive printed documents rather than downloading them, click below and we'll pop some in the post. Order Now Where are we sending them? First Name * Surname * Email address * Branch number * Would you like your order to be sent to an alternative address?* Yes No Address* District Town * County * Postcode * Order New in the Toolkit A Buyer's Guide to Landlords Insurance Explains the key features and benefits your client needs to look out for when purchasing landlords insurance. Download Order Printed Copies: How to Use Premium Flex Find out how our Premium Flex feature works when you're using the Paymentshield Adviser Hub. Download Case Study How to Activate Your Account Follow these quick and easy steps and find out how to activate your Paymentshield account. How to Obtain a Quote: Remortgage Offer We show you how simple it is to obtain a quote for our 3 Months Free Home Insurance offer. Is Your Home Fully Protected? Your home is probably the most important thing you own but have you considered what would happen if the worst should happen? Home Insurance Case Study: Flooding Paymentshield policyholder, Kerry Doree, explains her decision to get advice on her home insurance and what happened when she had to claim when her home flooded, due to Storm Desmond. Download Case Study Reasons to Talk General Insurance We give you reasons to Talk General Insurance with your clients in our latest video. It's Easy to Talk GI It’s now easier than ever to talk GI, just choose what route is best for you and do it every time. The 3 Quote Process Use the following process when meeting to discuss general insurance with your clients. The 3 quotes represent three levels of cover that you can then tailor to suit their needs. Discussing Our 3 Month Remortgage Offer Some of our Telephone Business Development Managers discuss the benefits of our 3 Months Free Home Insurance offer for remortgages. The Importance of GI: OWL Financial We sit down with Dominic Lowiecki at OWL Financial to discuss the importance of GI. The Importance of GI: Irlam Estates We sit down with members of the team from Irlam Esates who tell us the importance of offering their clients general insurance.
