Do you subscribe to Advicemonster? If so, you are now able to download a pdf version of the needs analysis questions as shown in the
Category: Quotemonster Blog
Quotemonster Blog
You now have the ability to set a default frequency in the ‘Settings’ screen as shown in the screenshot below. It is currently set to
Do you have a Quotemonster account but don’t subscribe to research or Advicemonster? You still have access to a huge range of pricing and options
We have changed the way that benefits are added for children. In the Benefit Details screen you will now find a separate tab for each
You are now able to link through to insurers online application portals from Quotemonster for those companies who offer one. Follow these steps: Click on
You can now quote Fidelity Life’s Trauma Multi product on Quotemonster. Go into the ‘Settings’ screen and under the Trauma column you can select Trauma
We have had a few calls recently to say that the adviser is only quoting one benefit, Health for example, but the ‘Plan Rating’ on
Alan Rafe CEO of Quality Product Research Limited announced: “QuoteMonster will be making changes to its service as a response to the new licensing environment.
As a result of a number of requests we have provided another option of the SOA format for Advisers to choose from. The new option has the
Pricing updates: TPD Life Buyback can now be included in quotes. You will find it in ‘Advanced Options’ when adding TPD to a quote. Unimed