Download - Quotemonster - The Financial Facts
Two Years On
22
• Number of pricing users 3,000• Number of research users 900
This means that we are the place more advisers go to price and research products than any other!
Thanks for using QuoteMonster. We look forward to chowing through all the quotes you can throw at us!
Our Journey Still Continues• Deliver pricing information within five seconds
• Optimised to enable you to quote on any device anywhere
• Policy document library with over 300 old policy documents
• Integration into Insurers quote platforms so you only need to quote once
• Better connectivity with CRM platforms
• Ability to quote more lives (up to five)
• More companies and options being added
• Ability to clone quotes to enable multiple quotes for each client
• Ability to Quote Level and YRT in one quote
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Changes
44
Changes Effective Date
Sovereign rate change Life Cover 1 April
Fidelity Life product change and pricing for Income Protection and Trauma
1 April
MAS and Cigna added for research 14 April
Fidelity Life and Nib now show in one quote for life and health 24 July
Southern Cross rate change 26 July
Partners additional wait period added 5 August
Asteron Life LOE, LOE Plus and Mortgage Protection pricing and research change
19 August
New AIA Health rates effective 23 August
New Accuro rates effective 1 September
Sovereign New Private Health added 3 September
Income Protection to age 70 now available for all companies 20 October
Disability Claims Model
1010
Three Scenarios
• The first example highlights the value of Loss of Earnings type of covers
• The second example highlights the protection of Agreed Value and ‘best of both worlds’ types of definitions such as Asteron’s Loss of Earnings Plus
• Another alternative scenario to consider for shorter claims is the value of benefit enhancements in the initial three months and recovery benefits. Between them these can add significantly to the benefits paid
Role of Independent Research• Highlight differences
• Form part of your recommendation process
• Enable you to keep up to date with changes
• Provide you a record of insurance research
• Provide better and more meaningful engagement with clients
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LogosYou are welcome to use these images in your email signature or on your reports to let your clients know you are using Quotemonster to complete a whole of market comparison. The QPR image can only be used by people with an active research account.
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Connect With Us
https://nz.linkedin.com/company/quality-product-research-ltd
https://www.youtube.com/channel/UCiIX8omaLy5VJGGrfsU-pBw
http://www.quotemonster.co.nz/blog/
2020