Welcome to our GI Resource Centre.
Here you will find useful tools to help you sell GI to your customers, and they can be used to help train you staff too!
GI RESOURCE CENTRE...
PDF GUIDES
SHAREABLE VIDEOS
WHITEPAPERS
EBOOKS
CASE STUDIES
Infographics
VIDEO LIBRARY
Below are a number of videos from our partners, which can be used with your customers (if they say ‘for customer use’) and with your team to help them understand the benefits of selling GI.
Use the customer facing videos on your own website, social media, in your client meetings etc. to help them understand why GI is so important.
Click here to view the video library
TMA Club
Staying Safe on Social Media
Heading off on holiday? Don’t forget your peace of mind! Enjoy your trip without worry by watching our helpful video. We’ll give you essential tips on staying safe while you’re away, including the importance of having the right insurance cover.
Click here to watch the video.
FOR USE WITH CUSTOMERS
PAYMENTSHIELD
WHY REVIEWING YOUR HOME INSURANCE WHEN REMORTGAGING IS IMPORTANT
Whilst your client remortgages, take the opportunity to review GI.
Click here to watch the video.
FOR INTERMEDIARY USE ONLY
PAYMENTSHIELD
WHAT STOPS YOU TALKING ABOUT GI?
To help you overcome some of the obstacles that might stop you from talking to more clients about GI, explore our interactive video.
Click here to watch the video.
FOR INTERMEDIARY USE ONLY
PAYMENTSHIELD
REASONS TO TALK GENERAL INSURANCE
We give you reasons to Talk General Insurance with your clients in our latest video.
Click here to watch the video.
FOR INTERMEDIARY USE ONLY
PAYMENTSHIELD
THE VALUE OF GI
Discover the value GI can bring to your business in the same amount of times it takes you to complete a typical mortgage application.
Click here to watch.
FOR INTERMEDIARY USE ONLY
PAYMENTSHIELD
PAWS FOR GI
It’s now easier than ever to talk GI, just choose what route is best for you and do it every time.
Click here to watch the video.
FOR INTERMEDIARY USE ONLY
PAYMENTSHIELD
THE IMPORTANCE OF GI: OWL FINANCIAL
We sit down with Dominic Lowiecki at OWL Financial to discuss the importance of GI.
Click here to watch the video.
FOR USE WITH CUSTOMERS
PAYMENTSHIELD
HOME INSURANCE CASE STUDY: HOUSE FIRE CLAIM
Kerry Barnes and her husband were relieved they’d had the conversation about home insurance with their protection adviser. Especially when an unattended candle caused a fire in their daughter’s bedroom.
Click here to watch the video.
FOR USE WITH CUSTOMERS
PAYMENTSHIELD
COMPARE APPLES WITH APPLES
When it comes to their home insurance make sure your client is comparing apples with apples.
Click here to watch the video.
FOR USE WITH CUSTOMERS
PAYMENTSHIELD
HOME EMERGENCY CASE STUDY: BOILER BREAKDOWN
Kylie & Matt Arnold were grateful they’d added the optional extra Home Emergency to their home insurance policy when their boiler broke down
Click here to watch the video.
FOR USE WITH CUSTOMERS
PAYMENTSHIELD
IS YOUR HOME FULLY PROTECTED?
Your home is probably the most important thing you own, but have you considered what would happen if the worst should happen?
Click here to watch the video.
FOR USE WITH CUSTOMERS
SALES SUPPORT MATERIAL
Download the documents below to promote the importance of GI to your customers and also to support your GI conversations.
Click here to view the Sales Support Material
TMA CLUB
SUMMER HOLIDAYS DOS AND DON’TS
Help your clients protect their homes even when they’re away.
TMA CLUB
SUMMER HOLIDAYS DOS AND DON’TS
Help your clients protect their homes even when they’re away.
TMA Club
Getting winter ready
Client facing guide to help them ensure that their homes are protected through the winter months.
FIRST2PROTECT
COMPARISON SITES – OVERCOMING OBJECTIONS
You have one major advantage over the comparison sites… your advice! By providing quality advice, you can help your customers avoid the common pitfall of using comparison sites and find value for money b&c policies.
FIRST2PROTECT
OBJECTION HANDLING – FOR REFERRALS
Read this document for tips on positioning the sale, and how to handle objection.
LV= GI
REASONS TO TALK HOME INSURANCE
From peace of mind for your customer to new opportunities for yourself, here we outline the top reasons you should be discussing Home Insurance with your customers.
LV= GI
DEALING WITH CUSTOMER PUSHBACKS
Here we take you through some of the most common customer pushbacks, giving useful tips and practical advice to help reassure your customers and prompt them to go for the right cover options.
LV= GI
REMORTGAGING: THE PERFECT TALKING POINT
Here we highlight the talking points to consider when your customer is remortgaging to ensure they have the right level of cover.
LV= GI
CONTENTS CHECKLIST
Download our contents checklist to help them with the value of the contents in their home and determine the level of cover is appropriate.
LV= GI
TECHNIQUES TO SELL HOME INSURANCE
Here we’ve rounded up some top tips to help your sales pitch.
PAYMENTSHIELD
7 STEPS TO SUPERCHARGE YOUR GI SALES TO REMORTGAGE CLIENTS
A 7 step guide to support you with your GI conversations at remortgage, to enable you to offer your clients a fully protected home.
PAYMENTSHIELD
IS CONSUMER OR ADVISER APATHY REDUCING THE NUMBER OF GI SALES AT REMORTGAGE?
This Whitepaper examines whether this is the result of consumer apathy, adviser apathy or a more fundamental issue within the GI market.
PAYMENTSHIELD
GLOSSARY OF TERMS
We know that some insurance jargon can lead to confusion so we’ve put together these explanations of common insurance terms as a guide to help you when discussing Home Insurance with your clients.
PAYMENTSHIELD
TOUGH TIMES GUIDE
In this guide, you’ll find a number of practical tips to help when times are a little tough. It doesn’t have all the answers, but hopefully provides a little inspiration and reassurance that there’s positive steps you, and your clients, can take.
PAYMENTSHIELD
FINANCIAL REVIEW DIRECT MAIL TEMPLATE
To help approach your existing clients about their financial situation during this uncertain time, our direct mail template can easily be adapted to suit your business’ style and tone of voice.
PAYMENTSHIELD
A GUIDE TO FIGHTING FREEZING TEMPERATURES
This guide is to help your clients understand what they might need to do to prepare their homes for freezing temperatures, coping during them and tips for how to get back on their feet afterwards.
PAYMENTSHIELD
A GUIDE TO BEATING THE STORM
Our storm guide is full of advice to help your clients understand what the risks are when the skies are dark, rumbly and firing lightning out, how to avoid those risks and how to keep safe until the storm has passed.
PAYMENTSHIELD
A GUIDE TO KEEPING AFLOAT IN A FLOOD
This guide is for your clients to help them understand what they might need to do in preparation for a flood, coping during one, and tips for how to get back on their feet afterwards.
PAYMENTSHIELD
CONTENTS CALCULATOR
Use this with your clients to run through a checklist of items they may have in their home and calculate their total value, or it can be given to your client to take home and fill in whilst they walk around their home.
PAYMENTSHIELD
ULTIMATE GUIDE TO BUYING A HOME
Some straightforward advice for your customers on the stages of buying a home.
PAYMENTSHIELD
‘DO YOU HAVE THE RIGHT INSURANCE?’ POSTER
A poster for your office to make your clients think about their insurance needs
PAYMENTSHIELD
‘DO YOU HAVE TIME TO SEARCH FOR INSURANCE?’ POSTER
A poster for your office to highlight how you can save your clients some time when it comes to searching for insurance
PAYMENTSHIELD
‘ARE YOU CONFUSED BY INSURANCE JARGON?’ POSTER
A poster for your office that highlights a concerning statistic about people not reading their home insurance policy
CASE STUDIES
Download a selection of case studies which help you to understand the benefits of general insurance from both a broker and customer point of view.
You are able to use the customer case studies on your own website, and in client meetings.
Click here to view & download case studies
GETTING THROUGH LOCKDOWN WITH GI
Nobody could have predicted 2020 going the way it did. Thankfully, with a little help from GI, some of the more enterprising firms have thrived and enjoyed their most profitable year.
A CLEAR VISION FOR THE FUTURE
Ash-Lee James is the first to admit he hasn’t focused enough time on discussing GI with his clients. But after making a claim for accidental damage on his own policy he now really understands the value his advice can bring.
YOU DON’T KNOW WHAT YOU’RE MISSING
With 20 years experience as a mortgage adviser, Richard Hall is fully aware of the duty of care he has to ensure his clients have the right home insurance to suit their needs.
GETTING TO GRIPS WITH GENERAL INSURANCE
Edward Jackson is the general insurance manager at Key Solutions and he’s seen first hand the benefits general insurance can bring to a mortgage business.
THE GI SPECIALIST
David Walton and Susan Lucas explain how having a GI specialist has helped boost their business.
KEEPING UP WITH THE JONESES
Simon Jones has experienced the true value of GI to his mortgage business. Here he explains his secrets to GI success.
Case Studies For You & Your Team
ACTUALLY, IT COULD HAPPEN TO YOU!
Kerry Barnes and her husband were relieved they’d had the conversation about home insurance with their protection adviser. Especially when an unattended candle caused a fire in their daughter’s bedroom.
DON’T GAMBLE ON YOUR HOME INSURANCE
When the unexpected happens, it’s reassuring to know your home insurance has your back. See how alternative accommodation as standard can make all the difference.
SEEING THE BIGGER PICTURE
When arranging home insurance we usually think about the big events we might claim for, but what about the day to day accidents?
IT PAYS TO KNOW YOUR OPTIONAL EXTRAS
Kylie Arnold was grateful she’s added the optional extra Home Emergency to her home insurance policy when her boiler broke down.
ALL INSURANCE IS THE SAME… UNTIL YOU MAKE A CLAIM!
Home insurance is something we all need but we don’t always think about the value of it until it comes the time to make a claim. Jo Pond experienced this first hand when her bathroom flooded.
WHEN LIGHTNING STRIKES
It’s not everyday, as a landlord, that you get the call your house is on fire after being struck by lightning. But when it happened to Mark Wilkinson he was pleased he had a Paymentshield policy.
Case Studies TO USE WITH YOUR CLIENTS
BLOGS & THOUGHT LEADERSHIP
TMA
FCA BAN ON PRICE WALKING GIFTS NEW SERVICE DIMENSION TO MORTGAGE BROKERS – LISA MARTIN
CLICK HERE TO READ
PAYMENTSHIELD
FCA GI PRICING PRACTICES STATEMENTS
CLICK HERE TO READ
CHANGING SEASONS
CLICK HERE TO READ
OVERCOMING GI BARRIERS
CLICK HERE TO READ
LEGAL & GENERAL
ADAPTING TO UNCERTAINTY – SARAH WATTS
CLICK HERE TO READ
CONTACTING YOUR CUSTOMERS ABOUT GI – JAMES GITTINS
CLICK HERE TO READ
UINSURE
Q&A ALL CHANGE – MARTIN SCHULTHEISS
CLICK HERE TO READ
HOW TO CREATE SALEABLE VALUE FROM GI – MARTIN SCHULTHEISS
CLICK HERE TO READ
A FULLY ADVISED SERVICE IS A NECESSITY – MARTIN SCHULTHEISS
CLICK HERE TO READ
FIRST2PROTECT
BEAT THE MEERKAT – ROB HOLE
CLICK HERE TO READ
DOES YOUR BUSINESS HAVE A SAFETY NET? – ROB HOLE
CLICK HERE TO READ
