"Given current market conditions and what we are likely to see in 2023, the role of the adviser is more important than ever."
- Lauren Bagley, Uinsure chief partnership and marketing officer
Following the early and successful adoption of Uinsure's industry-leading API suite, allowing GI quotes to be automatically generated for the adviser within the FactFind, 360 has enhanced the GI sourcing process, allowing advisers to modify their GI requirements.
This allows advisers to retrieve their quotes efficiently, making the process of generating a quote while providing mortgage advice even quicker, and easier.
When retrieving quotes from Uinsure, advisers can easily apply for the quote, with the redesigned shortlist highlighting key policy information, allowing quotes for multiple addresses to be displayed.
Finalised quotes can be retrieved in the shortlist, which saves downloading any unnecessary documents. The integration ensures details of the sale, all documentation, and commissions are captured and recorded in 360 Lifecycle.
It’s even easier to identify the quotes between the two systems with the added Uinsure quote number.
Ozgur Unlu, 360 Lifecycle chief executive, has said:
“We are excited to enhance our integration with Uinsure, we see this integration as efficiently supporting our advisers with future applications. This integration is very much in line with our commitment to provide the quickest and easiest solution to advisers and their customers.
“We give advisers more time to spend with customers to fully understand their requirements, and ensure they get the best product.”
Lauren Bagley, Uinsure chief partnership and marketing officer, has said:
“Our ongoing mission is to remove the complexities from general insurance. To ultimately make it as seamless as possible for advisers to provide a quote alongside every mortgage application. Our integration with 360 Lifecycle is another example of how we are doing that.
“By utilising this technology, they will not only be able offer their clients the full service and the benefits that come with it – but they will be able to do so in a much more streamlined and efficient way.”
