New tech allows advisers to automate insurance quotes
The Right Mortgage & Protection Network and DA Club have partnered with insurance company Uinsure over the new digital product, UinsureCX, which allows advisers to automate insurance quotes during the mortgage advice process.
As a result of the new partnership, member firms of both the network and DA Club will now be able to refer clients to UinsureCX in order to automate building and contents insurance quotes for their clients and to offer a building and contents product.
UinsureCX tracks an individual client’s mortgage process and provides them with fully automated communications at key moments during their mortgage journey such as application, offer, and exchange.
Once referred to UinsureCX by the adviser, the client receives automated communications personalised to their specific mortgage type and individual circumstances. The clients then arrange their own cover through a simplified journey that takes less than a minute.
“The Right Mortgage is excited to be introducing UinsureCX to bring a new dimension to our service offerings,” Amy Wilson (pictured left), head of general insurance at The Right Mortgage, stated in an article detailing the partnership. “This collaboration reflects our commitment to delivering comprehensive solutions that meet our adviser member and their clients’ evolving needs.
“By incorporating UinsureCX’s capabilities into the TRM proposition, we’re taking a significant step towards providing a holistic experience that encompasses both mortgages and insurance.”
Lauren Bagley (pictured right), chief partnership and marketing officer at Uinsure, said that partnering with The Right Mortgage would allow them to support more advisers.
“The Right Mortgage advisers can now capitalise on the power of technology and data to drive their insurance strategy, while their clients can now enjoy a streamlined and digitised insurance journey that seamlessly aligns with their mortgage progress,” she added.
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