We have been working hard at Quotemonster HQ to cook up some new features that advisers can add to their statements of advice. We have previously always provided a research report on the product: customised, personalised to the quoted product and features, and the client, but limited to the product. You can now add a company report by selecting this before generating and downloading your PDF.
Some of the insurer information you’ll find in this are:
- Key performance metrics
- Financial Summary
- Recent news highlights
- Chatswood Commentary
- Insurer story
- Governance, ownership and executive team