Insurtech Uinsure has announced a partnership with practice management system provider 360 Dotnet.
The agreement allows the CRM data already within 360 Lifecycle to be automatically harnessed when providing a general insurance quote. Therefore, the process of gaining a GI quote alongside a mortgage should be quicker and easier.
In addition, the technology removes the need for advisers to ask customers numerous questions that customers may not be able to answer.
Ozgur Unlu, managing director, 360 Dotnet, said: “Our integration with Uinsure provides an exciting opportunity to collaborate with another mortgage technology service. We see the integration efficiently supporting our brokers with future applications. This latest integration is very much in line with our commitment to provide the quickest and easiest solution to mortgage brokers and their customers”
David Smith, CIO, Uinsure, added: “We are extremely excited about our partnership with 360 Dotnet. At Uinsure, we’re on a mission to provide a GI quote with every mortgage application – easily and quickly. This partnership further demonstrates the significance of our Zero Questions user journey with a focus on advice to deliver better customer outcomes. Generating a quote easily is vital to the customer journey, allowing Advisers more time to spend talking with the customer to fully understand their requirements, and ensure they get the best product for them. With our Buy Now technology, the best advice, experience and products are now in the adviser’s hands at the point of mortgage advice delivery to provide a customer-centric focus.”
360 Lifecycle was developed by 360 Dotnet and is currently used by over 6,500 users and holds over 2.9 million client records.
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By GlobalDataTwenty7Tec also joined forces with Uinsure in July 2019. Under the partnership, Uinsure will serve as the exclusive GI technology partner of Twenty7Tec.
Through the alliance, MortgageSource and MortgageApply system users can generate GI quotes for all mortgage cases.
This will be supported through Uinsure’s API.
Twenty7Tec users can access the GI quote after they input a customer’s basic details within mortgage sourcing.