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GI RESOURCE CENTRE...

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!

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

LEGAL & GENERAL GI

DEALING WITH CUSTOMER PUSHBACKS

Click here to watch the video.

FOR INTERMEDIARY USE ONLY

LEGAL & GENERAL GI

REASONS TO DISCUSS HOME INSURANCE

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

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.

DOWNLOAD HERE.

FIRST2PROTECT

OBJECTION HANDLING – FOR REFERRALS

Read this document for tips on positioning the sale, and how to handle objection.

DOWNLOAD HERE.

LEGAL & GENERAL

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.

DOWNLOAD HERE.

LEGAL & GENERAL

TECHNIQUES TO HELP YOU SELL HOME INSURANCE

As the adviser, it’s up to you to communicate the benefits to your customer. Here are a few different techniques you can choose from.

DOWNLOAD HERE.

LEGAL & GENERAL

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.

DOWNLOAD HERE.

LEGAL & GENERAL

WHAT IS AN ACT OF GOD?

What sort of event does this refer to and can you get act of God insurance to cover against these events?

DOWNLOAD HERE.

LEGAL & GENERAL

WHAT IS BICYCLE INSURANCE?

Cycling seems to have never been more popular, with people using bikes to get to work, to help keep in shape, or simply for the sheer pleasure of riding. Find out more about the cover we can offer your clients.

DOWNLOAD HERE.

LEGAL & GENERAL

ARE YOUR CUSTOMERS’ CONTENTS CORRECTLY COVERED?

Download our contents calculator to help them with the value of the contents in their home.

DOWNLOAD HERE.

PAYMENTSHIELD

2020 REVIEW OF HOME INSURANCE & FINANCIAL ADVICE

To help provide you with a better understanding of what motivates people to seek financial advice, purchase home insurance and other related products we’ve put together our latest review of consumer behaviour. Including what worried consumers the most before and after the initial lockdown and common misconceptions about home insurance.

DOWNLOAD HERE.

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.

DOWNLOAD HERE.

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.

DOWNLOAD HERE.

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.

DOWNLOAD HERE.

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.

DOWNLOAD HERE.

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.

DOWNLOAD HERE.

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.

DOWNLOAD HERE.

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.

DOWNLOAD HERE.

PAYMENTSHIELD

8 REASONS TO TALK GI

It’s important to talk to clients, especially about the things that might not be covered as standard by their insurance. This ebook walks through how that conversation might go.

DOWNLOAD HERE.

PAYMENTSHIELD

7 STEP GUIDE TO BUYING A HOME

Some straightforward advice for your customers on the stages of buying a home.

DOWNLOAD HERE.

PAYMENTSHIELD

‘DO YOU HAVE THE RIGHT INSURANCE?’ POSTER

A poster for your office to make your clients think about their insurance needs

DOWNLOAD HERE.

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

DOWNLOAD HERE.

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

DOWNLOAD HERE.

PAYMENTSHIELD

‘DO YOU HAVE THE RIGHT INSURANCE?’ POSTER

A poster for your office to make your clients think about their insurance needs

DOWNLOAD HERE.

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

DOWNLOAD HERE.

SOURCE

A BROKER’S GUIDE TO GDPR

SOURCE

A GUIDE TO LET PROPERTY INSURANCE

DOWNLOAD HERE.

SOURCE

ASSESSING CUSTOMER NEEDS

DOWNLOAD HERE.

SOURCE

CLIENT FACING E-BOOK – A FIRST TIME BUYER’S GUIDE TO HOME INSURANCE

SOURCE

CLIENT FACING EBOOK – NEW LANDLORDS

DOWNLOAD HERE.

SOURCE

CLIENT FACING EBOOK – PERSONAL POSSESSIONS

DOWNLOAD HERE.

SOURCE

GET STARTED WITH GI

SOURCE

INSURANCE DISTRIBUTION DIRECTIVE

DOWNLOAD HERE.

SOURCE

LIFESTYLE INSURANCE EXPLAINED

DOWNLOAD HERE.

SOURCE

PROTECTING THE CROWN JEWELS

SOURCE

PROTECTING A HOME AWAY FROM HOME

DOWNLOAD HERE.

SOURCE

SPEEDING AHEAD OF THE GAME

DOWNLOAD HERE.

SOURCE

THE RENOVATION GAME

SOURCE

PROTECTING A HOME AWAY FROM HOME

DOWNLOAD HERE.

SOURCE

SPEEDING AHEAD OF THE GAME

DOWNLOAD HERE.

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.

VIEW THE CASE STUDY HERE.

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.

VIEW THE CASE STUDY HERE.

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.

VIEW THE CASE STUDY HERE.

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.

VIEW THE CASE STUDY HERE.

THE GI SPECIALIST

David Walton and Susan Lucas explain how having a GI specialist has helped boost their business.

VIEW THE CASE STUDY HERE.

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.

VIEW THE CASE STUDY HERE.

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.

VIEW THE CASE STUDY HERE.

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.

VIEW THE CASE STUDY HERE.

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?

VIEW THE CASE STUDY HERE.

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.

VIEW THE CASE STUDY HERE.

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.

VIEW THE CASE STUDY HERE.

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.

VIEW THE CASE STUDY HERE.

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

INFOGRAPHICS

KEEPING YOUR HOME SECURE

Stats and tips to help keep your clients’ home secure.

Click the image on the left to download the PDF.

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COVER FOR WHAT OUR CUSTOMERS REALLY NEED

Show your clients what’s most commonly claimed for through our insurers and what a Paymentshield policy offers to help cover these unfortunate events.

Click the image on the left to download the PDF.

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