Marketing & Downloads

Marketing toolkit

For you, we've developed a range of marketing tools to help you make the most of everything we've got to offer. Choose from an assortment of supporting material including client brochures, sales guides and template letters.

You can either download to email to your clients or just let us know which ones you want and we'll pop printed versions in the post to you.

Panel Home Insurance

Download

Home Insurance Buyer's Guide

A handy guide to give your clients that explains the key features and benefits to look out for when purchasing a policy.

Download

Home Insurance Customer Leaflet

A valuable overview of the cover features and benefits of our Home Insurance product.

Download

Contents Insurance Customer Leaflet

A valuable overview of the cover features and benefits of our Contents Insurance.

Download

Optional Extras Customer Leaflet

A valuable overview of the cover features and benefits of our optional extras.

Download

Remortgage Offer Customer Flyer

An overview of our 3 Months Free Home Insurance offer for remortgaging clients.

Download

Home Insurance Customer Data Capture Form

To help you capture your clients' criteria prior to producing a home insurance quotation.

Currently not available to order by post.

Download

Poster - Stag

A little something for the office.

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Poster - Bear

A little something for the office.

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Poster - Monkey

A little something for the office.

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Poster - Elephant

A little something for the office.

Download

Poster - Giraffe

A little something for the office.

Panel Landlord's Insurance

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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

Landlords Insurance Customer Leaflet

A valuable overview of the cover features and benefits of our Landlords Insurance product.

Download

Landlord’s Insurance Data Capture Form

To help you capture your clients' criteria prior to producing a Landlord’s Insurance quotation.

Currently not available to order by post.

Income Protection

Download

Income Protection Customer Leaflet

A valuable overview of the cover features and benefits of our Income Protection.

Download

Income Protection Customer Data Capture Form

To help you capture your clients' criteria prior to producing an Income Insurance quotation.

Currently not available to order by post.

Mortgage Protection

Download

Mortgage Protection Customer Leaflet

A valuable overview of the cover features and benefits of our Mortgage Protection.

Download

Mortgage Protection Customer Data Capture Form

To help you capture your clients' criteria prior to producing a Mortgage Protection quotation.

Currently not available to order by post.

Adviser Sales Support Materials

Download

Proposition Guide

A look at everything we offer to help advisers maximise their general insurance earnings potential.

Currently not available to order by post.

Download

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

Quick Start Guide

Get to know our adviser website with this handy guide.

Currently not available to order by post.

Download

Home Insurance Guide

Some basic product information and a ‘how to guide’ for using our quote and apply system.

Currently not available to order by post.

Download

3 Months Free Remortgage Offer Guide

An overview of our 3 months free Home Insurance offer for clients who are remortgaging with a new lender or their existing provider.

Currently not available to order by post.

Download

7 Steps To Supercharge Your GI Sales With Remortgage Clients

A quick step guide to help you get the most out of your general insurance sales with remortgage clients.

Currently not available to order by post.

Download

7 Step Guide To Buying a House

Some straightforward advice for your customers on the stages of buying a home.

Currently not available to order by post.

Download

Home Insurance Buyer's Guide

A handy guide to give your clients that explains the key features and benefits to look out for when purchasing a policy.

Download

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.

Currently not available to order by post.

Download

Business Action Plan

An action plan template, to help you maximise your General Insurance potential.

Currently not available to order by post.

Download

25 Reasons To Choose Us

With 25 years in the business we have plenty of reasons for you to choose to work with us.

Currently not available to order by post.

Case Studies

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Adviser Case Study: 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.

Currently not available to order by post.

Download

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.

Currently not available to order by post.

Download

Give Your Premiums Some Flex Appeal

Craig Murray from Mortgage Help in Fife, Scotland, uses our Premium Flex to stop clients going elsewhere.

Currently not available to order by post.

Download

5 Ways To Keep Your GI Clients Away From Comparison Sites

See how advisers maintain a successful GI portfolio in today’s competitive market.

Currently not available to order by post.

Download

Keeping Up With The Joneses

Simon Jones finds GI the perfect complement to mortgage business.

Currently not available to order by post.

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The GI Specialist

David Walton and Susan Lucas explain how having a GI specialist has helped boost their business.

Currently not available to order by post.

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Don't Let Your Client's Gamble On Their Home Insurance

Joseph Burke discovered the true value of advice.

Currently not available to order by post.

Download

Protection To Keep Your Clients In Their Homes

Graham Cross found that good advice about Mortgage Protection went a long way.

Currently not available to order by post.

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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.

Currently not available to order by post.

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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.

Currently not available to order by post.

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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.

Currently not available to order by post.

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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.

Currently not available to order by post.

Download

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.

Currently not available to order by post.

Whitepapers

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Why Today's General Insurance Market Needs Financial Advisers

A look at the role of advisers and why good advice has never been so important.

Currently not available to order by post.

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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.

Currently not available to order by post.

Download

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.

Currently not available to order by post.

Download

Is Ignoring General Insurance 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.

Currently not available to order by post.

eBooks

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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.

Currently not available to order by post.

Download

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.

Currently not available to order by post.

Download

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.

Currently not available to order by post.

Download

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.

Currently not available to order by post.

Infographics

Download

8 Reasons To Talk GI

This handy infographic gives you 8 compelling reasons why your clients need you to talk GI with them.

Currently not available to order by post.

Download

25 Years of Paymentshield

We celebrate 25 years in the insurance industry with 25 interesting facts about us.

Currently not available to order by post.

Direct Mail Templates

Download

General Insurance Direct Mail Template

To help communicate the importance and peace of mind that insurance can provide.

Currently not available to order by post.

Download

Landlord’s Insurance Direct Mail Template

For you to contact your clients who may have a need for Landlord’s Insurance.

Currently not available to order by post.

Download

Income Protection Direct Mail Template

For you to contact your clients who may have a need for Income Protection.

Currently not available to order by post.

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