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.
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.
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.
Take your Business Statement of Advice (SoA) to the next level!
Take your Business Statement of Advice (SoA) to the next level and join us on Tuesday, 2 July 2024 11:00 am-12:00 pm as Aneel, our AdviceTech Lead demonstrates how to produce a business SoA supported with pricing and research on lump sum and Key Person Cover.
Take your Business Statement of Advice (SoA) to the next level and join us on Tuesday, 2 July 2024 11:00 am-12:00 pm as Aneel, our AdviceTech Lead demonstrates how to produce a business SoA supported with pricing and research on lump sum and Key Person Cover.
The next products on our radar are Rural Cover and Business Expenses, so keep an eye out for more information on this.
If you would like to register yourself or are interested in a personalised session for your organisation, please send us an email on aneel.ravji@qpresearch.co.nz
We look forward to seeing you there!
