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.
Lauren Bagley, Chief Distribution Officer at Uinsure, said: "Everything we build is about removing the complexity from insurance and integrations like this are central to that. When the quote sits inside the system advisers already use, it stops being a separate task and takes away a key barrier to offering cover.
"The mortgage moment is the single best opportunity to add value beyond the mortgage itself, and this partnership with Mortgage Brain means thousands more advisers can make that conversation a natural part of every client relationship."
Neil Wyatt, Chief Commercial Officer, Mortgage Brain, said: "This integration with Uinsure is the most recent development in our ongoing programme of updates to CRM Brain, and it's one that's come directly from listening to brokers. Bringing insurance quoting into the platform means brokers can offer clients a buildings and contents quote at the point it matters most, without leaving the system they're already working in. It's a quicker, more seamless journey for brokers, a smoother experience for their clients, and a new revenue opportunity too. We'll continue to work with brokers to identify where else we can add this kind of integration and automation across CRM Brain."
CRM Brain is an award-winning next-generation SaaS CRM for mortgage brokers. Built by industry insiders to help firm principals and mortgage advisers save time, stay compliant, and grow their business.
