Smartr365

Uinsure (UinsureCX) allows you to source home insurance quotes and submit referrals directly from a case in Smartr365. It supports both residential and buy-to-let properties.

Uinsure is configured at the firm level by a System Admin — no individual adviser credentials are needed.

Navigate to Settings &gt; Onboarding &gt; UinsureCx Setup

Read and accept the Terms &amp; Conditions (checkbox)

1. Navigate to Settings &gt; Onboarding &gt; UinsureCx Setup
2. Read and accept the Terms &amp; Conditions (checkbox)
3. Toggle Enabled by Default to on
4. Save

Note: The "Enabled by Default" toggle is only available once the Terms &amp; Conditions have been accepted.

Before generating a Uinsure quote, the following case data must be completed:

Open the case and navigate to the Home Insurance section

Select Uinsure as the insurance provider

Review the returned quote details including:

- Buildings cover amount and excess
- Contents cover amount and excess
- Annual and monthly premium
- Optional add-ons (home emergency, legal protection, accidental damage)

Click Add to Case to link the quote

1. Open the case and navigate to the Home Insurance section
2. Select Uinsure as the insurance provider
3. Click Get Quote
4. Review the returned quote details including:
 - Buildings cover amount and excess
 - Contents cover amount and excess
 - Annual and monthly premium
 - Optional add-ons (home emergency, legal protection, accidental damage)
5. Click Add to Case to link the quote

If you prefer Uinsure to contact the client directly (Refer &amp; Earn):

From the Home Insurance section, select the Referral option

The referral details are pre-populated from the case

1. From the Home Insurance section, select the Referral option
2. The referral details are pre-populated from the case
3. Toggle the referral to Enabled
4. Submit the referral

Complete guide for setting up Uinsure (UinsureCX) and sourcing home insurance quotes and referrals in Smartr365.

How to Set Up and Use Uinsure for Home Insurance

Find answers and get help from Intercom Support and Community Experts

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Field	Where to Complete	Notes
Applicant 1 Name	Fact Find > Personal Details	Full name required
Applicant 1 DOB	Fact Find > Personal Details
Applicant 1 Email	Fact Find > Personal Details
Applicant 1 Phone	Fact Find > Personal Details
Applicant 2 Details	Fact Find > Personal Details	Same as above, if joint policy
Property Type	Fact Find > Property Details	e.g., Detached, Semi-Detached, Flat
Number of Bedrooms	Fact Find > Property Details
Year Built	Fact Find > Property Details
Property Address	Fact Find > Property Details	Full address including postcode

Issue	Solution
Uinsure option not visible	Check that UinsureCX is enabled in Settings > Onboarding > UinsureCx Setup
"Confirm this is available for your firm" message	A System Admin needs to accept the T&Cs and enable Uinsure
Quote returns no results	Verify all mandatory fields are completed, especially property details

How to Set Up and Use Uinsure for Home Insurance

Overview

Setting Up Uinsure

Steps

Mandatory Fields

How to Get a Quote

How to Submit a Referral

Troubleshooting