Over 2,500 Financial Advisers in New Zealand have crunched over 14 million quotes in the last 12 years using Quotemonster, and we invite you to see why!
We welcome you to join one of our upcoming online training sessions:
Introduction to Quotemonster (45-60 minutes): Wednesday 15th March 10:30 AM to 11:30 AM & Wednesday 29th March 10:30 AM to 11:30 AM
In this session, we go over the basics of using Quotemonster and how to make the most of your Researchmonster subscription along with:
- How to generate a premium comparison between insurers
- How to set up your Product and Provider Settings screen
- How to directly compare two insurers for replacement business (Head-to-Head)
- How to download our detailed comparison and client-friendly benefit overview or heat map report
- How to add banks and non-adviser companies to your Research comparison
- How to find legacy policy documents
Advicemonster (SOA) training (60-90 minutes): Friday 10th March 1:00 PM to 2:00 PM & Friday 24th March 1:00 PM to 2:00 PM
In this session, we have an in-depth walk-through of our Statement of Advice service and how you can create a professional and comprehensive SOA. Be the first to learn about our recent enhancements and ongoing developments from our new AdviceTech Lead, Aneel Ravji. Our Needs analysis and SOA tools are exclusive to the Advicemonster subscription and due to the advanced nature of the product, training can take between 60-90 minutes. This session is great to attend for those considering upgrading their subscription, or if you have already upgraded but would like to learn how to get the most out of it.
If you would like to register for this session please send us an email on [email protected]
We look forward to seeing you there!
