Smartr365

Paymentshield allows you to generate home insurance quotes and submit referrals directly from a case in Smartr365. It requires adviser-level credentials for quotes and an introducer code for referrals.

Navigate to Settings &gt; My Credentials &gt; Paymentshield

1. Navigate to Settings &gt; My Credentials &gt; Paymentshield
2. Enter the following:

Navigate to Settings &gt; My Credentials &gt; Paymentshield Referral

Enter your Introducer Code (max 6 characters)

1. Navigate to Settings &gt; My Credentials &gt; Paymentshield Referral
2. Enter your Introducer Code (max 6 characters)
3. Click Save

Open the case and navigate to the Home Insurance section

Select Paymentshield as the provider

- Buildings and contents cover amounts
- Excess amounts
- Annual and monthly premiums
- Commission rate and amount

Click Add to Case to link the quote

1. Open the case and navigate to the Home Insurance section
2. Select Paymentshield as the provider
3. Click Get Quote
4. Review the results including:
 - Buildings and contents cover amounts
 - Excess amounts
 - Annual and monthly premiums
 - Commission rate and amount
5. Click Add to Case to link the quote

From the Home Insurance section, select Paymentshield Referral

Choose the preferred contact method:

Optionally set preferred contact date and time slots

1. From the Home Insurance section, select Paymentshield Referral
2. Choose the preferred contact method:
 - SMS
 - Email
3. Select the referral type:
 - Online referral
 - Telephony referral
4. Optionally set preferred contact date and time slots
5. Click Submit Referral

Complete guide for configuring Paymentshield credentials and using it for home insurance quotes and referrals in Smartr365.

How to Set Up and Use Paymentshield for Home Insurance

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Field	Required	Notes
User ID	Yes	Your Paymentshield adviser/user ID
Passkey	Yes	Your API access key/password
Branch Number	Yes	Your brokerage branch identifier
Commission Sacrifice %	No	Optional — 0 to 100, up to 2 decimal places

Field	Where to Complete	Notes
Applicant 1 Details	Fact Find > Personal Details	Name, DOB, email, phone
Applicant 2 Details	Fact Find > Personal Details	If joint policy
Property Type	Fact Find > Property	e.g., Detached, Semi-Detached, Flat
Number of Bedrooms	Fact Find > Property
Year Built	Fact Find > Property
Property Address	Fact Find > Property	Full address including postcode

Issue	Solution
Paymentshield option not visible	Check the Paymentshield feature flag is enabled for your firm
Credentials error on quote	Verify User ID, Passkey, and Branch Number in Settings > My Credentials > Paymentshield
Referral fails	Check your Introducer Code is saved in My Credentials > Paymentshield Referral
Time slot unavailable	The system will suggest alternative available dates/times

How to Set Up and Use Paymentshield for Home Insurance

Overview

Setting Up Paymentshield

Quote Credentials

Referral Credentials (Separate)

Mandatory Fields for Quotes

How to Get a Quote

How to Submit a Referral

Troubleshooting