Our latest update to Advicemonster adds business insurance.
Advicemonster Business Insurance beta now includes quoting, research, and needs analysis functions business for lump sum covers (Life, Trauma and TPD).
This means you can now produce a Business Statement of Advice (SOA) supported with pricing and research (on lump sum products only). If you or others in your organisation would like training on how to produce a business statement of advice (SOA) using Advicemonster, please email your request to [email protected]
The next products on our radar are Key Person, Rural Cover and Business Expenses, and they are coming soon – so keep an eye out for more information on this. Also, if you’re an expert on these products and would like to provide us with some insight, please reach out to us on [email protected]
