Mortgage Brain has integrated Uinsure into its CRM Brain platform, enabling brokers to offer clients a buildings and contents insurance quote automatically as part of the mortgage application process.
The integration means that, once a mortgage application has been submitted through CRM Brain, brokers will be prompted to ask their client whether they would like a buildings and contents insurance quote. The quote can be requested and completed in CRM Brain, alongside the rest of their mortgage journey, without the need to switch systems or re-key information.
Greater integration, greater efficiency
The move is designed to give brokers a quicker, more seamless journey when arranging protection alongside a mortgage application. By bringing insurance quoting directly into CRM Brain, brokers no longer need to log in to separate systems or manage the process manually, saving time at a key stage of the client journey.
A new revenue opportunity for brokers
The integration also gives brokers an additional revenue stream from within their existing workflow. Brokers can offer buildings and contents insurance at the natural point in the process, when the client has just completed their mortgage application.
A smoother journey for clients
For clients, the benefit is a single, joined-up experience. Rather than being passed to a different provider or portal, clients can view and manage their mortgage application and their insurance quote in one place, within the client portal.
Built on broker feedback
The Uinsure integration is already available to PRIMIS users via CRM Brain and this latest move extends that capability to the wider Mortgage Brain broker network.