Mortgage Brain has integrated Uinsure into its CRM Brain platform, allowing brokers to automatically submit insurance quotes as part of the mortgage application process.
The integration means that once a mortgage application is submitted through CRM Brain, brokers will be asked to ask their clients if they would like a quote for buildings and contents insurance.
A quote can be requested and completed in CRM Brain, along with the rest of the mortgage journey, without having to switch systems or re-enter information.
Brokers will no longer need to log into separate systems or manage the process manually, saving time at a key stage of the customer journey.
The integration also gives brokers an additional revenue stream.
Brokers can offer buildings and contents insurance at the natural stage of the process, when a client has just completed their mortgage application.
The Uinsure integration is already available to PRIMIS users via CRM Brain, and this latest move extends to the wider Mortgage Brain broker network.
“Everything we build is about removing complexity from insurance and integrations like this are key to that,” said Lauren Bagley, chief distribution officer at Uinsure. “When quoting exists within the system that advisors already use, it stops being a separate task and removes a major barrier to providing cover.”
“The mortgage moment is the best opportunity to add value beyond the mortgage itself, and this partnership with Mortgage Brain means thousands of other advisors can make this conversation a natural part of every client relationship.”
Neil White, chief commercial officer at Mortgage Brain, said: “Bringing insurance quotes to the platform means brokers can offer clients a quote for buildings and contents at the point it matters most, without leaving the system they already work in.
“It’s a faster, more seamless journey for brokers, a more seamless experience for their clients, and a new revenue opportunity as well. We will continue to work with brokers to identify where we can add this type of integration and automation across CRM Brain.”
