Legacy Research is Live on Quotemonster

At our recent roadshows we demonstrated the new Standalone Head to Head feature which allows you to compare legacy products and more than one product per provider.

This feature is now live on Quotemonster for all Researchmonster subscribers.

To access this simply click the ‘Standalone Head to Head’ button pictured below.

Why score legacy products?

Legacy products may be of interest to financial advisers wishing to provide advice on retention, addition, or disposal of a currently held contract which is in a closed product group no longer receiving upgrades, or receiving limited upgrades.

Insurer product teams and in-house client advice teams may similarly wish to understand the differences between closed and on-sale products.

The value of legacy product research

We estimate that more than 95% of these legacy policies require some form of individual research to enable an adviser to confidently advise on business replacement. A Financial Advice Provider needs to be able to confidently address the differences between an existing policy and a possible new policy to provide advice on retention, disposal, or replacement of the business.

Click here to find out more.

We have a 30 minute training session for this new feature on Tuesday 3 October at 11.30am online, if you would like to attend please email us on info@quotemonster.co.nz and we will send you the link.