We are excited to announce that we have made several improvements in the latest version of Quotemonster!
Some of the major changes include:
- The ability to view bank and non-adviser company premium estimates in the benefit screen
If you wish to turn this off, you can disable this feature in your “Settings”
- Two additional report features have been added – Heatmap and Benefit Overview
The Heatmap Research report is a visual experience that quickly shows which features are better via colour-coding and single words
The Benefit Overview Research report is another useful addition to your tool kit, for the client who wants a simple benefit overview with a “yes” or “no” to show what is covered
You also have the option of interchanging between these reports at the Research stage and can even default to your preferred option by clicking through to “Settings”, “Quote Settings” and “Default Research Report”
If you are interested in joining our zoom meeting on Thursday, 22 July 2021 11:00 am-11:30 am where we will be introducing and detailing these new features, please email us on [email protected]
- For Advicemonster users, we have improved the way Joint Assets are displayed in Appendix Two of the Statement of Advice (SOA)
Please note our next Advicemonster demonstration will be on Thursday, 29 July 2021 11:00 am-12:00 pm – please email your interest through to [email protected]
The changes above should already be live upon your next login, however if they are not showing, please use our troubleshooting instructions below:
- Refresh your browser and scroll to the bottom of the page to ensure you are on version Web v.3.8.9b
- If you’re seeing a blue screen with our dinosaur munching away, please refresh your browser or push F5 on your keyboard
Happy Crunching!