Collaboration aims to streamline the home-buying process
New Zealand Financial Services Group (NZFSG) has partnered with initio Insurance to integrate instant home insurance quoting directly within the MyCRM platform used by advisers.
NZFSG supports more than 1,100 advisers, facilitating the home buying process for Kiwis. initio, based in Hamilton, utilises technology to offer real-time, automated insurance solutions, simplifying home insurance for homeowners.
This collaboration aims to streamline the process, allowing homeowners to obtain immediate insurance quotes seamlessly during the mortgage application process.
Digital advancements in insurance referrals
initio, backed by IAG and recognised for its digital innovations in insurance underwriting, enables NZFSG advisers to provide instant insurance quotes, fully integrating this feature into the existing adviser workflow.
Homeowners can now secure full insurance coverage within minutes, enhancing efficiency and transparency in securing home insurance.
Key features and benefits
- Instant quoting: Homeowners receive immediate, fully underwritten quotes.
- Integrated adviser workflow: Advisers can effortlessly transition clients from mortgage handling to securing home insurance, all within one platform.
- Enhanced client experience: The system provides clear comparisons of coverage options, streamlined policy management, and rapid claims processing online.
“We’re excited to deliver a seamless, tech-driven solution that ensures homeowners get instant insurance coverage with no unnecessary complexity,” said Baden Martin, chief executive of NZFSG.
“This integration with NZFSG is a game-changer for advisers looking to provide a seamless, instant insurance solution to their customers,” said Guy Dewe, head of partnerships at initio. “At initio, we believe insurance should be simple, transparent, and incredibly fast—and now, thanks to this partnership, we’re making that a reality for thousands of Kiwi homeowners.”
This initiative follows the launch of NZFSG’s reporting and serviceability tools.
