Website upgrades: what you need to know – v4.6.2
Our IT Development team have been working hard to improve the services that we offer our advisers as well as improving user experience.
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.16.0| WEB V.4.6.2
Here are the changes that we’ve made:
Researchmonster updates:
Pricing and research for Chubb Life’s Continuous Trauma option is now available, the benefit allows customers to retain their Trauma Cover post-claim, providing continuous coverage up to a maximum of 4 times the Trauma Cover sum insured. This supports customers to retain their Trauma Cover for future unrelated conditions they may get, providing financial support for treatment and other costs.
To select this option on Quotemonster, click Instant Trauma Buyback in your Advanced Options.
Chubb Life also has also released a range of enhancements effective Thursday, 26 September which we are working to release over the next few weeks, from an early review by our research team, these enhancements will have low impact on weighting, to learn more, click here.
Expiry Age is now included in our policy wording reports, to include these in your presentation to clients.
- Click through to Research
- Select a Benefit (e.g. Trauma Standalone)
- Select an item (e.g. Heart Attack) which generates a pop up with the policy wording for each insurer
- Click Print, then Download to generate a PDF copy, which now includes Expiry Age
Advicemonster updates:
Advicemonster users will notice two logos at the top left of their screen, one labelled Quotemonster and the other, Businessmonster (how snazzy does Crunchy look with his tie and briefcase!). Quotemonster brings your recently saved personal quotes to hand, while Businessmonster shows business quotes, simply click to change between them as required.
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:
Introduction to Quotemonster – Wednesday, 16 October 2024 9:30 am-10:30 am
In this session, we will demonstrate the basic functions of our website, along with some handy tips and tricks along the way.
Demystifying Advicemonster - Wednesday, 16 October 2024 11:00 am-12:00 pm
In this session Aneel Ravji, our AdviceTech Lead, will demonstrate how to use our needs analysis and statement of advice (SOA) tools.
Business Risk Research and SOAs with Quotemonster – Thursday, 17 October 2024 9:30 am-10:15 am
In this session, Aneel will demonstrate how to use our business risk pricing, research, and SOA functionality.
If you would like to join any of these sessions, please email your request to info@quotemonster.co.nz
Happy Crunching!
