Quotemonster Online Training (with tips and tricks)
Over 2,500 Financial Advisers in New Zealand have crunched over 15 million quotes in the last 12 years using Quotemonster, and we invite you to see why!
We welcome you to join our upcoming introductory training session scheduled on Wednesday, 18 October 2023 11:00 am-12:00 pm
In this session, hosted by Kelly, our National Partnerships Lead, we go over the basics of using Quotemonster and how to make the most of your Researchmonster subscription along with:
How to generate a premium comparison between insurers
How to set up your Product and Provider Settings screen
How to directly compare two insurers for replacement business (Head-to-Head)
How to download our detailed comparison and client-friendly benefit overview or heat map report
How to add banks and non-adviser companies to your Research comparison
How to find legacy policy documents
If you would like to register for this session please send us an email on info@quotemonster.co.nz
We look forward to seeing you there!
