Recent Quotemonster changes

The Monster has been very busy over the last few weeks. Here is a summary of the updates we have made to the site recently.

New Wellness rating – We have added a new line item, ‘Wellness’, to the QPR Package Score report. This is designed to take the AIA Vitality programme into account as it does not apply to any individual benefit.
This can be accessed from the Research screen, select ‘Package’ from the ‘select a benefit’ drop-down list and Wellness will appear if the AIA Vitality discount or fee have been applied.

QuoteMonster report header and footer – to assist you with compliance, your name and FSP number will now appear on your QuoteMonster research report in the header and footer.
If your details are not appearing correctly you can update them by clicking on ‘Settings’ in the orange bar at the top of the page, then selecting the ‘User Setting’ tab. Once you have finished updating, click on the blue ‘Update Detail’ button to save your changes.

Fact Finder Form – for AdviceMonster users we have added a quick link to download our Fact Finder form to assist with gathering information for a Needs Analysis. If you have access to AdviceMonster you will find it next to the ‘Needs Analysis’ button on the Benefit Details screen.

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