We invite you to join our next training session with Kelly, our National Partnerships Lead, which takes place on Tuesday, 27 September 2022 1:30 PM-2:30 PM
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
All Industry members are welcome to join this session so please register your interest by emailing us at [email protected]
Please feel free to contact us if you’re also interested in a 14-day Research trial!
Happy Crunching!