INTEGRATIONS

Seamlessly embed General Insurance into your mortgage and protection journey

Why Smartr365 & Paymentshield?

Refer & Protect Service

Full access to Paymentshield's Refer & Protect service, empowering you to easily offer insurance to every client without the time commitment.

Flexible Options

Choose to source a Paymentshield policy yourself or refer clients to Paymentshield's referral team, all within the Smartr365 platform.

Compare Quotes

View multiple GI quotes side by side within the platform, making it easier to compare policies and prices for better customer outcomes.

Frictionless Experience

No need to rekey information – seamlessly embed GI into the mortgage and protection journey within your chosen CRM platform.

Getting timely access to quality advice about protecting your biggest asset, the home, has always, and will always, be important. However, we recognise many advisers don't have the time or confidence to offer general insurance and are looking for a simple referral solution that gives their clients the level of service they deserve at the right time for them. This integration is a step further in enabling advisers to provide or facilitate invaluable advice directly from their chosen CRM platform, Smartr365. We're delighted to be able to enhance our overall GI offering to enable more customers to access advice when it comes to home insurance, so we can help get closer to ensuring every home is protected.

Emma Green Distribution Director, Paymentshield

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Experience the platform

See how Smartr365 and Paymentshield work together to provide seamless general insurance solutions

New update

Introducing

Real-time mortgage tracking with alerts on tasks and opportunities