Editor's note: This brief was summarised by The Property AI Newsroom from a report by Mortgage Solutions. Read the original article for full details.
Mortgage Brain Adds Uinsure Integration to Streamline Insurance Quotes
Mortgage Brain has integrated Uinsure into its CRM Brain platform, enabling brokers to generate buildings and contents insurance quotes as part of the mortgage application process. The integration allows brokers to offer clients an insurance quote immediately after a mortgage application has been submitted through CRM Brain.
The new feature means that quotes can be requested and completed within the CRM Brain platform, removing the need for brokers to switch between systems or re-enter customer information. This capability, previously available to Primis users, is now accessible to the wider community of brokers using CRM Brain.
Mortgage Brain stated that the integration is designed to improve efficiency by bringing insurance quoting into brokers’ existing workflow. By managing both mortgage applications and insurance arrangements in one place, brokers can reduce administration and streamline the customer journey.
The company also noted that the integration creates an additional revenue opportunity for advisers by enabling them to offer buildings and contents insurance at a natural stage in the mortgage process. For clients, the integration is intended to provide a more joined-up experience, allowing them to view and manage both their mortgage application and insurance quote through the same client portal.
According to Mortgage Brain, this development was driven by broker feedback and is part of its broader efforts to simplify processes and expand the range of services available through CRM Brain.
Source: Mortgage Solutions