Each year Paymentshield will automatically search our panel of insurers and offer your client a renewal price from the cheapest insurer available, so you know they are always getting our most competitive price.
Customers can change their preference at any time by opting in or out.
They can do this in a number of ways:
· Phone
· Webchat
Can I change my customers renewal preference?
No, you’ll only be able to enter their renewal preference during the sales process on Advisor Hub. Once the policy has been submitted to us the customer will need to contact us to make any changes to their renewal preference.