The Quotemonster team have been working hard to improve the services that we offer our advisers. Listed below are the major enhancements that we have recently made:
Advicemonster upgrades:
We have introduced a new section under the “SOA Setting” button called “Report Content Setting” where you can customise your Statement of Advice with details such as internal complaints process, product provider selection, qualifications, experience, and other additional information.
Values that are entered into the “Recommendation Notepad” will now override the calculations in the “Needs Analysis.”
We have also updated our Fact Finder form to reflect the changes to our software. You can find a copy by clicking on the icon below (this is only available to Advicemonster users).
We are running regular demonstrations on this service via zoom which has significantly helped many advisers improve their advice process. Please click here to book into the next session and start your 14-day trial!
Research changes:
Database version 14.1 has recently been released with the following changes:
- New policy documents for:
- Medical Assurance Society (MAS) Indemnity Income Security IINS003 09/18 – no rating changes
- Southern Cross Critical Illness 0109/MC/1SCC1001/1020 – no rating changes
- Reviews
- Trauma: Rheumatoid Arthritis – correction of entry/exit ages
- Trauma: Exclusions – correction to Co-Operative Bank
- Trauma: Inbuilt Childs Trauma – correction to sub-items
- Income Protection: Rehab and Modifications – correction to AIA
- Life: Inflation Adjustment – MAS added and correction to sub-items
Pricing changes:
- Nib price changes effective 01 April 2021.
- Partners Life prices changes to Private Medical effective 12 April 2021.
Please continue to send through any feedback or improvements that you believe we should make to the SOA or Quotemonster in General.
Happy Crunching!