Website upgrades: what you need to know
The Quotemonster team have been working hard to improve the services that we offer our advisers.
If you’ve noticed we’re running a bit slower than usual, please refresh your page and scroll down to ensure that you’re on our latest version – QUOTE ENGINE V.3.0 B1 | QPR V.15.6 | WEB V4.5.6
Researchmonster updates:
- The ability to quote the $750 excess for Health Cover has been added
Advicemonster updates:
- Beta version of quoting, research, and needs analysis functions for Key Person Cover.
This means you can now produce a Business Statement of Advice (SOA) supported with pricing and research on Key Person Cover. If you or others in your organisation would like training on how to produce a business statement of advice (SOA) using Advicemonster, please email your request to aneel.ravji@qpresearch.co.nz
Rate changes:
- Asteron Life personal and business trauma recovery price updates effective 11 February 2024.
Training sessions:
We are hosting online training sessions on Researchmonster and Advicemonster on a regular basis and invite you and your team to join us if you’re interested in learning more about these new features. Our next sessions will be:
Quotemonster training - Wednesday, 28 February 2024 10:00 am -11:00 am
In this session Kelly Pulham, our National Partnerships Lead, will demonstrate the basic functions of our website, along with some handy tips and tricks along the way.
Advicemonster training - Wednesday, 28 February 2024 11:30 am -12:30 pm
In this session Aneel Ravji, our AdviceTech Lead, will demonstrate how to use our needs analysis and statement of advice (SOA) tools.
If you would like to join either of these sessions, please email your request to info@quotemonster.co.nz
Happy Crunching!
