Insurance and fee-based remuneration
New Financial Advice Code

NZFSG launch new quote tool

New Zealand Financial Services Group has launched a new quote tool to integrate with MyCRM. Advisers will be able to quote and pass the details from the quotes into the CRM for further work. Covering an extensive range of life company products and options the tool joins a number of existing tools for advisers: IRESS, Strategy, and of course, Quotemonster all provide quoting.

At this point it makes me wonder at the distant past where the prices of insurance (along with the policy documents) were sometimes considered a closely-held secret. Today prices are widely known in the market, freely on Lifedirect's website, and several others, and insurers often make them available on their own websites. Most banks now have public quote tools, and all share their policy documents freely.


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