"When the quote sits inside the system advisers already use, it stops being a separate task and takes away a key barrier to offering cover."
- Lauren Bagley - Uinsure
Mortgage Brain's integration of Uinsure into its CRM platform allows brokers to request an insurance quote once a mortgage application has been submitted through CRM Brain. The quote can be completed within the platform without switching between systems or re-entering client information.
The functionality is intended to streamline the process of arranging insurance alongside a mortgage application by allowing brokers to manage both activities within the same workflow.
The integration is already available to PRIMIS users through CRM Brain and has now been rolled out across the wider Mortgage Brain broker network.
READ MORE: Customer satisfaction falls across insurance market in Q2 with one exception
"Everything we build is about removing the complexity from insurance and integrations like this are central to that," Lauren Bagley, chief distribution officer at Uinsure, said. "When the quote sits inside the system advisers already use, it stops being a separate task and takes away a key barrier to offering cover."
"The mortgage moment is the single best opportunity to add value beyond the mortgage itself, and this partnership with Mortgage Brain means thousands more advisers can make that conversation a natural part of every client relationship."
Neil Wyatt, chief commercial officer at Mortgage Brain, added: "This integration with Uinsure is the most recent development in our ongoing programme of updates to CRM Brain, and it's one that's come directly from listening to brokers.
"Bringing insurance quoting into the platform means brokers can offer clients a buildings and contents quote at the point it matters most, without leaving the system they're already working in. It's a quicker, more seamless journey for brokers, a smoother experience for their clients, and a new revenue opportunity too. We'll continue to work with brokers to identify where else we can add this kind of integration and automation across CRM Brain."
