San Francisco, California, USA
London, United Kingdom
This session will provide an overview of the research approach used and illustrate the best approach on using the QuoteMonster Research Platform. Great opportunity to ask questions, learn what is new and as always some interesting statistics.
- Understanding research methodology – four factors
- Selection criteria and making better recommendations
- QuoteMonster Tips and Tricks
- Replacement Business Tools
- Risks are Real
For all the new users of Quotemonster – if you have taken up your login in the last few months, or if you’ve never attended a Quotemonster workshop – then this is a great session to make sure you know all the tips and tricks that will unlock the full power of the market-leading comparison engine.
It’s a free, fast, and helpful one-hour session which will pay you dividends many times over in faster quotes, better reports, more in-depth research and solving all manner of minor mysteries in the quote tool.
Presentation will run from 1.30pm followed by afternoon tea at 2.30pm.
When & Where
QuoteMonster - Quality Product Research
Quotemonster offers insurance quoting and comparison software to NZ Financial Advisers. Powerful, intuitive, and totally free. It's quoting the way it should be. With over 3,000 registered users, Quotemonster is part of the smart Adviser's toolbox.
Quality Product Research's vision is to make it easier to compare insurance products, so that you, the Adviser, can offer great advice. QPR ratings provide an improved approach to insurance analysis, where reports are based on each client's individual situation.