Chatswood serves the life and health insurance sector in New Zealand with market intelligence, data, and bespoke consulting services. Some of these are provided in conjunction with Quality Product Research Limited - a subsidiary that brings you Quotemonster.
We believe that good decisions are more likely to occur when we have good information about the market environment in which we operate. Intuitive leaps and creative decisions are always required, of course, but the more they are based on a firm foundation of observation, the better they tend to be.
Happy New Year!
The Chatswood and QPR teams are back in the office and looking forward to everything we have planned this year.
We hope you had a lovely break, got to enjoy some sunshine and had a chance to relax. The Chatswood and QPR teams are back in the office and looking forward to everything we have planned this year.
Things you may want to check out again now you’re back:
Research: If you come across legacy products, then dive into our Standalone Head-to-Head feature, designed to make product comparisons more precise and efficient. This tool lets you compare two products side by side in detail, highlighting key differences across benefits, features, and ratings.
Insurer updates: A range of new insurer benefits and features were launched late last year – have you seen…
o Chubb Life – Continuous trauma
o Fidelity Life – Specific Injury benefit
o AIA – Accidental Injury benefit
Advicemonster: If you’re not already using Advicemonster to create better, faster, and more robust SOAs, we’ve added even more reasons to make the switch. Have you tried our new AI features?
Businessmonster: New Year, New Business!? Whether you are experienced or new to giving advice on business insurance we offer you the best online business insurance statement of advice assistance tool you can find. It includes access to the companies office API and AI services to help get you the data you need faster and even help with drafting parts of the SOA. If you have Advicemonster you can check it our for free. If not, request a trial so you can check it out by clicking here.
Security: Your FAP has requirements to meet certain standards. Want to take another look at what we do to help you? Check out our Outsource Provider Statement and information security bulletins for extra peace of mind.
If you haven’t already, check out Kiwimonster - compare over 30 KiwiSaver schemes and 300+ funds with ease at www.kiwimonster.co.nz or by clicking on the new icon at the top of the screen when you login to www.quotemonster.co.nz.
You’ve read this far. Not many people have. Email Russell to ask about a super special offer (but hurry, the rest of the staff will get in and stop him by the 16th of January – so you must email before then).
Hit us up with any questions you have. And if you have any thoughts on training you would find useful, please let us know here or here.
Advicemonster – Needs Analysis Calculations
Watch our demo to find out how to do needs analysis calculations on Advicemonster.
This demo takes you through how to do needs analysis calculations on Advicemonster.
Looking at Existing Cover on Advicemonster
Our video shows you how to incorporate existing cover into your recommendations using Advicemonster.
This video shows you how to incorporate existing cover into your recommendations using Advicemonster.
Using financial details to provide personalised risk recommendations on Advicemonster
Find out how to enter financial details to provide a recommendation for your clients' personal risk needs.
Find out how to enter financial details to provide a recommendation for your clients’ personal risk needs.
How to set client scope and priorities
Watch our video to find out how easy it is to set client scope and priorities on Advicemonster.
Watch our video to find out how easy it is to set client scope and priorities on Advicemonster.
Objectives Settings in Advicemonster
This quick tutorial takes you through how to set the client’s objectives in Advicemonster.
This quick tutorial takes you through how to set the client’s objectives in Advicemonster.
Setting up Commissions structure in Advicemonster
You can easily set up your commission rates and structure in Advicemonster so it automatically flows through to your Statement of Advice, find out how here.
You can easily set up your commission rates and structure in Advicemonster so it automatically flows through to your Statement of Advice.
How to generate a SOA report
Generating a Statement of Advice with Advicemonster is quick, easy and efficient - find out how here.
Generating a Statement of Advice with Advicemonster is quick, easy and efficient - find out how here.
Customise your Needs Analysis settings on Advicemonster
Find out how to customise everything from what product types you advise on to your default interest rate.
Did you know you can customise your needs analysis settings in Advicemonster? You can set what product types you advise on, change the after-tax annual interest rate, default interest rate and more. Find out how below.
Setting up SOA customisation on Advicemonster
Watch our quick tutorial on how to customise your Statement of Advice.
Our quick tutorial shows you how to customise your Statement of Advice, to save you time and suit what your business needs.