ClientTree has today unveiled its new integration partnership with Unisure.
The integration aims to enable brokers to quickly provide quotes for General Insurance (GI) clients and submit applications.
Following ClientTree’s numerous mortgage sourcing integrations, this is partnership marks its first insurance integration – with other platforms set to follow.
Lilla Dillaway (pictured), director at ClientTree, said: “We are excited to partner with Uinsure, our third system integration in recent months to make our users’ life easier.
“Based on data already available in the ClientTree CRM system, brokers can quickly obtain quotes, download documents and share them securely with clients through their dedicated client portal.
“We are very much looking forward to working with Uinsure in the long term to make their 5-star Defaqto-rated product available to more brokers and their clients!”
