TOP 5 TECH TOOLS FOR GI

It’s impossible to ignore technology these days. With 88% of UK households having home computers , 78% having smartphones and over 50% having tablets , we’re well and truly in the digital age. As a GI adviser, this means you have more options than ever before. But if you want to grow your business effectively, you still need to know which apps, tools and websites are going to work best.

At Paymentshield, we can help. Not only do we spend a lot of time sourcing the right solutions. We have plenty of our own resources that are designed to make selling GI simple, straightforward and stress-free. Here are five of our favourite tech tools, available directly from the Paymentshield website.

ADVISER HUB

If you’re looking for an easy way to manage your product portfolio, the Adviser Hub is our free, online portal that allows you to track quotes, renewals and cancellations… all at the touch of a button.

When you log in to your personalised dashboard, you can see your latest sales figures, conversion rates and retention rates in a simple, at-a-glance format. Plus you can identify lapses and see why each policy cancelled. There’s even an online reporting facility that helps you spot trends, highlight opportunities and maximise your earnings potential.

With all this information at your disposal, it’s easy to plan ahead and keep on top of your appointments throughout the year. Instead of having to visit countless different websites, you can manage every aspect of your GI book from the same online location.

Start using Paymentshield Adviser Hub

DEFAQTO COMPARE

Product research is important, but it needn’t be complicated. With Defaqto Compare, you can get a like-for-like comparison of any GI products, across the whole of the UK market.

Using a simple tick and cross visual, it lets you view the features and benefits of different policies side-by-side – making it easy to understand the individual strengths and weaknesses. This comes in handy when you want to back up your recommendations with clients and highlight the gaps in existing policies. It’s also a good way of talking them through the various benefits.

Defaqto Compare is available for all Buildings, Contents and Landlords insurance products. And because it lists any cancellation fees, you can even work out whether it’s worth switching a client mid-term.

Try Defaqto Compare today

QUICK QUOTE

Many advisers worry about GI taking up too much of their time, but with Paymentshield, you can get an accurate quote in less than a minute. Our sophisticated Quick Quote software is enriched with real property data, which means there’s no need to answer all kinds of questions about your client’s home. You simply enter their name, address and preferred cover options and leave the rest to us.

The whole process only takes a few seconds, which makes Quick Quote the perfect tool to use ahead of client meetings. It allows you to review your options and prepare a quote from our cherry-picked panel of insurers, ready to discuss on the day.

DYNAMIC FAQs AND LIVE CHAT

It’s only natural that you and your clients will have questions about our products and services. If you’re not in a position to pick up the phone, you can always use our dynamic FAQs, which are available on the main Paymentshield website. Just type a relevant word into our search engine and it intuitively brings up a list of appropriate answers.

We also have a ‘live chat’ facility, which allows your clients to ask more detailed questions on our policyholder site. They can access this tool by clicking on the blue chat icon at the bottom of the page. Depending on the enquiry, we either send them one of our automated responses, based on some of the most common questions from our policyholders, or if it’s a more complex issue, we escalate their query to one of our expert advisers.

MARKETING TOOLKIT

It’s all very well getting to grips with GI yourself. But when you’re selling in the benefits to clients, it helps to have a few visual aids to bring it all to life.

Our Marketing tool kit includes everything from product guides, infographics and videos, to eBooks, case studies and whitepapers. You’ll also find some useful insights from other advisers and plenty of tips on how to manage client objections.

We add new content to our toolkit on a regular basis, so if you’re looking for fresh ideas and inspiration, it’s a great place to start. And if you’re serious about integrating GI into your business, you’ll find information for just about every situation.

Take a look at our marketing toolkit and see for yourself.

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