Quotemonster Online Training (with tips and tricks)

Our first introduction to Quotemonster training session for 2024 has been scheduled!

Get a head start on the year and join us on Tuesday, 16 January 2024 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!



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