To help more advisers save time and enable them to focus on delivering valuable advice to their clients, we've integrated with eKeeper's Customer Relationship Management (CRM) system to provide automated and accurate home insurance quotes for their clients.
Our partnership means that the 2,200 advisers using eKeeper will have a quote for our 5 Star Defaqto rated Home Insurance delivered directly to them using data from their client’s existing mortgage application.
eKeeper provides one of the UK’s leading mortgage and protection CRM systems, with 69,000 mortgages completed by independent brokers annually using the system.
David Bennett, Commercial Director of eKeeper, commented “The integration of Paymentshield provides another method for our users to service their clients. Through our agnostic integration platform, we continue to extend sourcing options providing greater coverage of GI Products and ensuring that advisers can quickly and efficiently quote and apply, reusing data already entered into the system."
Emma Green, our head of intermediary sales said "This integration will strengthen the relationship between the adviser and client, helping to support a relationship based on advice. Having GI quotes available at their fingertips enables advisers to have those important conversations about the client’s priorities and provide a more rounded and tailored service.
This Integration utilises our brand new, modernised API technology and supports our strategy of working not only in the network space but also supporting the Directly Authorised and Club markets more closely.”