Welcome to the General Insurance toolkit. Here you will find various documents to assist you.
Applying for PMS General Insurance
PMS General Insurance Application Form
The application form must be completed by the Principal of the firm and returned to:
Membership Team, Bankhall
The Southmark Building
3 Barrington Road
Altrincham
Cheshire WA14 1GY
Email: membershipcc@bankhall.co.uk
Fax: 0870 238 7177
Please ensure that you have read and agree with the Paymentshield Agency Terms & Conditions, which can be found below. Please note that you are not required to return this:
Paymentshield Agency Terms & Conditions
Supporting documentation
PMS have produced the following supporting documentation to provide you with all the information you need to know about the PMS General Insurance panel:
GI - Agency registration process
GI Flyer
Factsheet
FAQ
Generic GI materials
To help you boost your GI income, PMS has created a series of tools to cross-sell general insurance to your customers:
General Insurance Review Article
General Insurance Review Advert
General Insurance Review Letter
B&C & MPPI approach letter
Simple Guide to Direct Marketing