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 Home Insurance How to Make a House a Home Give your home the ‘wow factor’ and get helpful guidance on where you may need to seek professional advice. Download Unavailable to Order Let's Talk Money Guide Created in collaboration with Defaqto, this guide gives your clients the need to know information about money at every stage of life. Download Unavailable to Order Ultimate Guide to Moving Home Moving to a new house or getting your first home? Our ultimate guide is here to make the lead up to move in day as stress free as possible. Download Order Printed Copies: 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 Client Information 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 General Insurance Direct Mail Template To help communicate the importance and peace of mind that General Insurance products can provide to your clients who may need it. Download Unavailable to Order Landlords Insurance 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 Optional Extras Customer Leaflet A valuable overview of the cover features and benefits of our Landlords Insurance Optional Extras. Download Order Printed Copies: Landlords Insurance Client Information 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 Tenants Contents Tenants Contents Customer Leaflet A valuable overview of the cover features and benefits of our Tenants Contents product. Download Order Printed Copies: Tenants Contents Optional Extras Customer Leaflet A valuable overview of the cover features and benefits of our Tenants Contents Optional Extras. Download Order Printed Copies: 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 Client Information 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 Client Information 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: Be Illuminated: How we keep advisers smiling Get the low down on what we have to offer in order to keep you happy in your general insurance role. Download Unavailable to Order Sky Client Information Leaflet To help your clients feel like VIPs in their own home, they can now benefit from a range of offers with Sky when purchasing a Paymentshield Home Insurance policy. This exciting partnership is designed to help brighten your client conversations about Home Insurance and help you convert more business. Download Unavailable to Order 2020 Review of Home Insurance & Financial Advice To help provide you with a better understanding of what motivates people to seek financial advice, purchase home insurance and other related products we've put together our latest review of consumer behaviour. Including what worried consumers the most before and after the initial lockdown and common misconceptions about home insurance. Download Unavailable to Order Glossary of Terms We know that some insurance jargon can lead to confusion so we’ve put together these explanations of common insurance terms as a guide to help you when discussing Home Insurance with your clients. Download Unavailable to Order Tough Times Guide In this guide, you’ll find a number of practical tips to help when times are a little tough. It doesn’t have all the answers, but hopefully provides a little inspiration and reassurance that there's positive steps you, and your clients, can take. Download Unavailable to Order Financial Review Direct Mail Template To help approach your existing clients about their financial situation during this uncertain time, our direct mail template can easily be adapted to suit your business' style and tone of voice. Download Unavailable to Order A Guide to Fighting Freezing Temperatures This guide is to help your clients understand what they might need to do to prepare their homes for freezing temperatures, coping during them and tips for how to get back on their feet afterwards. Download Unavailable to Order A Guide to Beating the Storm Our storm guide is full of advice to help your clients understand what the risks are when the skies are dark, rumbly and firing lightning out, how to avoid those risks and how to keep safe until the storm has passed. Download Unavailable to Order A Guide to Keeping Afloat in a Flood This guide is for your clients to help them understand what they might need to do in preparation for a flood, coping during one, and tips for how to get back on their feet afterwards. Download Unavailable to Order 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 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 7 Step Guide To Buying a Home Some straightforward advice for your customers on the stages of buying a home. Download Unavailable to Order 'Do you have the right insurance?' Poster A poster for your office to make your clients think about their insurance needs Download Order Printed Copies: 'Do you have time to search for insurance?' Poster A poster for your office to highlight how you can save your clients some time when it comes to searching for insurance Download Order Printed Copies: 'Are you confused by insurance jargon?' Poster A poster for your office that highlights a concerning statistic about people not reading their home insurance policy Download Order Printed Copies: VIDEOS Interactive Videos What Stops You From Talking About GI? To help you overcome some of the obstacles that might stop you from talking to more clients about GI, explore our interactive video. How to... How to Use Quick Quote By providing just 8 pieces of information about your client and their property, Quick Quote checks our panel of cherry picked insurers and displays the cheapest premium for our 5 Star Defaqto rated Home Insurance. 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 Home Insurance Case Study: House Fire Claim Kerry Barnes and her husband were relieved they’d had the conversation about home insurance with their protection adviser. Especially when an unattended candle caused a fire in their daughter’s bedroom. Compare Apples with Apples When it comes to their home insurance make sure your client is comparing apples with apples. Home Emergency Case Study: Boiler Breakdown Kylie & Matt Arnold were grateful they’d added the optional extra Home Emergency to their home insurance policy when their boiler broke down. 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? For you New! Adviser Hub: A Revolutionary Experience Take a tour of our one of a kind Adviser Hub, built specifically to support your advice and help you provide the best possible customer experience The Value of GI Discover the value GI can bring to your business in the same amount of time it takes you to complete a typical mortgage application Reasons to Talk General Insurance We give you reasons to Talk General Insurance with your clients in our latest video. Paws for 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 How Can Technology Ignite Client Conversations? A look at the various ways technology can benefit advisers and ignite the advice process by improving their proposition, driving a positive customer experience and ultimately building stronger client relationships. Download Unavailable to Order Is Consumer or Adviser Apathy Reducing the Number of GI Sales at Remortgage? This paper examines whether a limited number of general insurance conversations at remortgage is the result of consumer apathy, adviser apathy or a more fundamental issue within the GI market. Download Unavailable to Order 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 Get your Clients in the Mood for GI This ebook will help you identify opportunities to introduce GI conversations to your clients and provide you with a selection of sales processes and tools to support you. Download Unavailable to Order How to Become a Remo King Don't let GI at remortgage slip through your fingers. Get to grips with the tools available to help you become a Remo King. Download Unavailable to Order How to Maximise your Earnings Boost your GI earning potential with our latest ebook. Including tips to help improve your GI sales and understand what your commission options are to get the most out of your earnings. Download Unavailable to Order Grow Your Business From Your Cancelled Clients It's never great to see a client cancel a policy you advised them on. But in our latest ebook, we show you how your cancelled clients could be a source of growth and the tools already at your disposal to make it happen. Download Unavailable to Order 3 Things Mortgage Advisers Should Be Doing Right Now There’s three things you can do to maintain your client relationships, generate income and ultimately support your business at when times are uncertain. In this ebook, we tell you what they are and how to successfully implement them. Download Unavailable to Order Making the Connection Learn more about when to talk GI with your client, with our eBook on the key moments to connect. Plus extra tips on how our one of a kind Adviser Hub can help you with both the quote journey, and starting the GI conversation. Download Unavailable to Order Adviser Hub: A Slice of the Action Get the most out of your one of a kind Adviser Hub, and improve your GI performance with our freshly baked eBook full of tasty ideas. This eBook has been cooked up specifically to support your advice, and put the cherry on top of your GI business. Download Unavailable to Order 22 Questions You Should Always Ask Asking questions is the easiest way to learn & innovate. Boost your GI conversations by asking yourself and your clients the right questions with the help of our newest ebook. Download Unavailable to Order GI Specialists' Pearls of Wisdom Get some insight into the best practices of GI specialists, from those making a success out of it, and the benefits they could bring to your business. Download Unavailable to Order 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. 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 For your clients Actually, It Could Happen To You! Kerry Barnes and her husband were relieved they’d had the conversation about home insurance with their protection adviser. Especially when an unattended candle caused a fire in their daughter’s bedroom. Download Order Printed Copies: Don't Gamble On Your Home Insurance When the unexpected happens, it’s reassuring to know your home insurance has your back. See how alternative accommodation as standard can make all the difference. Download Order Printed Copies: Seeing the Bigger Picture When arranging home insurance we usually think about the big events we might claim for, but what about the day to day accidents? Download Order Printed Copies: It Pays to Know Your Optional Extras Kylie Arnold was grateful she's added the optional extra Home Emergency to her home insurance policy when her boiler broke down. Download Order Printed Copies: 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 Order Printed Copies: 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 Order Printed Copies: For you Getting Through Lockdown with GI Nobody could have predicted 2020 going the way it did. Thankfully, with a little help from GI, some of the more enterprising firms have thrived and enjoyed their most profitable year. Download Unavailable to Order A Clear Vision for the Future Ash-Lee James is the first to admit he hasn't focused enough time on discussing GI with his clients. But after making a claim for accidental damage on his own policy he now really understands the value his advice can bring. 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 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 GI 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 Keeping Your Home Secure Stats and tips to help keep your clients’ home secure. Cover For What Our Customers Really Need Show your clients what’s most commonly claimed for through our insurers and what a Paymentshield policy offers to help cover these unfortunate events. 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 * Address* District Town * County * Postcode * Please enter the characters shown below * Order NEW INFOGRAPHIC COVER FOR WHAT OUR CUSTOMERS REALLY NEED Show your clients what’s most commonly claimed for through our insurers and what a Paymentshield policy offers to help cover these unfortunate events. DOWNLOAD Adviser Hub: A Revolutionary Experience Take a tour of our one of a kind Adviser Hub, built specifically to support your advice and help you provide the best possible customer experience 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? DOWNLOAD The Value of GI Discover the value GI can bring to your business in the same amount of time it takes you to complete a typical mortgage application. Reasons to Talk General Insurance We give you reasons to Talk General Insurance with your clients in our latest video. Paws for 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. Home Emergency Case Study: Boiler Breakdown Kylie & Matt Arnold were grateful they’d added the optional extra Home Emergency to their home insurance policy when their boiler broke down. DOWNLOAD Compare Apples with Apples When it comes to their home insurance make sure your client is comparing apples with apples. DOWNLOAD Home Insurance Case Study: House Fire Claim Kerry Barnes and her husband were relieved they’d had the conversation about home insurance with their protection adviser. Especially when an unattended candle caused a fire in their daughter’s bedroom. DOWNLOAD How to Use Quick Quote By providing just 8 pieces of information about your client and their property, Quick Quote checks our panel of cherry picked insurers and displays the cheapest premium for our 5 Star Defaqto rated Home Insurance. Download Download
