"Teaming up with The Right Mortgage allows us to support more advisers to focus on delivering exceptional service to their clients."
- Lauren Bagley, chief partnership & marketing officer at Uinsure
The Right Mortgage & DA Club member firms will now be able to refer clients to UinsureCX in order to automate building and contents (B&C) insurance quotes. UinsureCX tracks individual client’s mortgage process, providing them with fully automated communications at key moments during their mortgage journey.
Once referred, the client will receive communications, personalized to fit their specific mortgage type and individual circumstances. The client can then arrange their own cover through a simplified journey, taking less than sixty seconds at their own convenience.
Commenting on this partnership, Amy Wilson, head of general insurance at The Right Mortgage, has said:
“The Right Mortgage is excited to be introducing UinsureCX to bring a new dimension to our service offerings. 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, chief partnership & marketing officer at Uinsure, added:
“Teaming up with The Right Mortgage allows us to support more advisers to focus on delivering exceptional service to their clients. TRM 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.”
