Walk through the Paymentshield integration
**For now, Paymentshield needs to be manually enabled for you (and until the end of March, you can't use both Paymentshield AND Uinsure). To get this switched on, please send us a message through the chat (bottom right corner) or email customer.success@smartr365.com.
Before we start, ensure that all Adviser accounts on Smartr365 have entered their Paymentshield username and password details via the ‘My Credentials’ section.
Now that the terms and conditions have been accepted and you have your credentials saved, you can begin referring cases across. Select the Case
Begin by selecting the case for which you want to source the home insurance.
Add New Home Insurance
Click on "Home Insurance" from the case options and then select "Add New Insurance" to create a new insurance record.Choose the Type of Cover
Pick the type of cover your client requires and fill out the necessary fields in the insurance form. This includes details like coverage limits and personal information.Save and Source a Quote
After filling in the required information, save the record. Then, click "Source" and choose "Get New Quote" to be directed to the PaymentShield page for quote retrieval.Fill Out PaymentShield Form
On the PaymentShield page, complete the form with the relevant information. This will help retrieve a list of available home insurance quotes based on the entered details.Select the Best Quote
Review the list of quotes provided by PaymentShield. Once you find the one that best suits your client, select it and enter the client’s details to proceed.Confirmation
After completing the selection, a confirmation page will appear, confirming that the process was completed successfully.Update Status in Smartr365
Return to Smartr365 and click on "Update" to change the status of the record to "Application Completed," marking the process as finished.Add Details to the Case
Finally, click on "View Details" to add all relevant information from the quote to the case, ensuring all necessary details are stored for future reference.By following these steps, you can seamlessly integrate PaymentShield quotes into your workflow, ensuring a smooth process for sourcing and managing home insurance within your case management system.