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    Month: September 2021

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    • 2021
    • September
    Product Quotemonster Blog Rating Reports Training

    Improvement Alert

    27/09/202117/02/2022 Treena Jordan

    This is why your feedback is so important to the team at QPR.  We have added a legend to the Heatmap report linking the words

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    General

    Quality Product Research: Group life and health product research

    22/09/202115/11/2021 Doreen Dutt

    Many advisers come across clients who have cover with a major employer group scheme and would like to be able to access research to support

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    General Product

    FYI: Southern Cross Plan Comparison

    22/09/202115/11/2021 Doreen Dutt

    Southern Cross offers a multitude of direct and adviser products. On Quotemonster we currently only offer the following products, however are looking to include more

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    General Product

    FYI: Asteron Lifes Trauma Reinstatement replaces Continuous Trauma

    20/09/202115/11/2021 Doreen Dutt

    Following on from our post on the release of Database V14.5 – a significant change we have made to Quotemonster is replacing Asterons Continuous Trauma

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    General Quotemonster Blog Rating Reports Training

    New Detailed Head to Head Report

    17/09/202127/09/2021 Treena Jordan

    The new Detailed Head-to-Head report has been designed to drill down into the detail, providing you another great tool to help educate customers about any

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    General Product

    Quality Product Research: How do we model the package weightings and why?

    17/09/202115/11/2021 Doreen Dutt

    A package should reflect the relative value of different types of insurance protection to the person buying that cover. We put weightings on packages because,

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    General Product

    FYI: How to quote Partners Life Income and Expenses or Moderate Trauma Cover

    16/09/202115/11/2021 Doreen Dutt

    We have recently added Partners Life Income & Expenses and Moderate Trauma to our product selection on Quotemonster. To learn more about these please click

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    General Rating

    Database V14.5 now Live!

    15/09/202115/11/2021 Doreen Dutt

    Our updated database is now live on Quotemonster and reflects the following changes: Changes to Research include: Major review of Medical Exclusions AIA enhancements effective

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    General Rating

    Quality Product Research: Proposed rating for Financial Planning & Legal Advice

    13/09/202115/11/2021 Doreen Dutt

    Introduction We have recently conducted a full review on our “Financial Planning & Legal Advice” item. Please find the new sub-items below. Proposed sub-items Notes

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    General Training

    FYI: Advicemonster accommodates advisers who offer limited advice

    13/09/202115/11/2021 Doreen Dutt

    The current AdviceMonster process captures scope limitations and automatically reflects that in the SOA, as well as providing scope for advisers to further explain or

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