PROVIDER PROFILE: Paymentshield

Paymentshield’s Adviser Hub platform makes it easier to for advisers to advise their clients on general insurance, manage their book and grow their business. It provides advisers with a MI Performance Dashboard, with real time sales and performance information, including quote conversion, retention and renewal data.

Paymentshield is accelerating a series of technology investments designed to empower advisers to make data-led decisions, better support their customers and maximise the opportunities resulting from shifting market trends. It has planned improvements to its home insurance quote journey, online FAQs, use of chatbot technology, and Adviser Hub platform.

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TABLE OF CONTENTS

About this report
Executive Summary

CHAPTER 1: Sourcing Systems
1.01: Adviser Research
1.02: Pricing
1.03: Usage
1.04: Coverage
1.05: Additional functionality
1.06: Integrations
1.07: Data

CHAPTER 2: Sourcing Systems - general insurance/protection
2.01: Adviser Research
2.02: Pricing
2.03: Usage
2.04: Coverage
2.05: Additional features
2.06: Integrations
2.07: Data

CHAPTER 3: Sourcing Systems - later life
3.01: The current market
3.02: Pricing
3.03: Usage
3.04: Coverage
3.05: Additional functionality
3.06: Integrations
3.07: Data

CHAPTER 4: Affordability platforms
4.01: Adviser research
4.02: Pricing
4.03: Usage
4.04: Coverage
4.05: Additional functionality
4.06: Integrations

CHAPTER 5: Conveyancing platforms
5.01: Pricing
5.02: Usage
5.03: Additional functionality
5.04: Integrations
5.05: Data

CHAPTER 6: Criteria systems
6.01: Adviser research
6.02: Pricing
6.03: Usage
6.04: Coverage
6.05: Additional functionality
6.06: Integrations

CHAPTER 7: CRM systems
7.01: Adviser research
7.02: Pricing
7.03: Usage
7.04: Integrations
7.05: Additional functionality
7.06: Data

CHAPTER 8: marketing/retention systems
8.01: Pricing
8.02: Usage
8.03: Functionality
8.04: Data

TECHNOLOGY PROVIDER PROFILES
Sourcing systems
Iress
Mortgage Brain
Twenty7Tec
Sourcing systems - GI/protection
iPipeline
Paymentshield
Source Insurance
Uinsure
Sourcing systems - later life lending
Advise Wise
Air Sourcing
Affordability platforms
Affordability Hub
BrokerSense
MBT Affordability
Conveyancing
eConveyancer
The Moving Hub
Criteria systems
Criteria Hub
Criteria Source
Knowledge Bank
CRM systems
360 Lifecycle
eKeeper
Mortgage Magic
One Mortgage System
Smartr365
Trackerhub
Marketing/retention systems
Dashly

COMMENT
Outlook for 2021 for the mortgage advice sector
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