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!
