We invite you to join our next training session with Kelly, our National Partnerships Lead, which takes place on Wednesday, 22 June 2022 10:00 am-11:00 am
In this introductory session, we will go over the basics of using the website including:
- 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 older policy documents
…and you’ll get a look at our new website.
All Industry members are welcome to join this session so please register your interest by emailing us on [email protected]
Please feel free to contact us if you’re also interested in a 14-day Research trial!
Happy Crunching!