Advicemonster just got better

Great news! We have officially launched our new website along with some major upgrades to our Advicemonster service! This builds a statement of advice from a robust question and analysis process which is one of the fastest in the market. Now it comes with a huge upgrade to the document production which enables lots more control over content and presentation.

Come join us as we highlight all these changes in a zoom training session and learn how we can help elevate the advice you give your clients! 

The session is scheduled on Wednesday, 18 May 2022 10:00 am-11:00 am and if you're interested in joining this session please feel free to email us on info@quotemonster.co.nz and we will send through further details. 

Happy Crunching!


Quotemonster update and more daily news

Quotemonster has gone through a major upgrade over the weekend, including the following changes:

  • Big improvements to Advicemonster: much more document layout and content control to make your SOA more yours than ever before
  • Ease of use improvements: new menu structure so it is easier to find what you want (including more than 900 old policy documents, plus funeral plan research and more)
  • Clearer to read text and layout: making it easier to view the research
  • Simpler back-end billing processes: if you subscribe you should notice very quick response on the credit card billing and invoicing process

The upgrade has taken some time, of course. We continually monitor the site and check for issues with the newly installed features, but if you think something is not right and want to bring it to our attention, please let us know using the help function on the site, email, or call. If you need something urgently and just want it now you can always click the button to go back to the old site as an interim measure.

Try out the new Quotemonster site at your usual link.

More daily news:

 


Reminder: Scheduled system upgrade!

A friendly reminder that Quotemonster will be offline on Saturday, 7 May 2022 from 7 pm to 10 pm for a major revamp. This means that when you login on Monday, you’ll see the monster take on a much cleaner and corporate look as well as adding some powerful new features. We would like to emphasize that the data is still being pulled through from the same Research and quoting engine, and all your settings will remain the same. If you have any comments or feedback, please feel free to send them through to info@quotemonster.co.nz and if you’re having any major issues our old monster site is still available for crunching and can be accessed by clicking “OldQM” (but only for the next 3 months).

Happy Crunching! :) 

QM picutre


Quotemonster API updates

If you are thinking about data integrations with Quotemonster here is your update:

Call us on (09) 4892130 and set up a time to talk about which API is most suitable. As a reminder the options are:

  • Auto log-in API - available now
  • Remember this report API - available now
  • Full API - available soon

We also recommend that you try out the full new site before making a decision about which API is right for your development. To do that, call or email us.

 

 


You're invited to our next Advicemonster demonstration!

Great news! 

Our highly anticipated Advicemonster training session has been scheduled for Wednesday, 30 March 2022 11:30 am-12:30 pm

Come join us to learn more about about how Advicemonster can help you give great advice to your clients! 

If you're interested in joining this session please feel free to email us on info@quotemonster.co.nz and we will send through further details. 

Happy Crunching!


Our YouTube channel is now live!

Our YouTube channel is now live and contains the entire series of Advicemonster training sessions. 

Click the button below to check it out and don’t forget to share the love by subscribing, sharing and liking our content as we will be adding more videos once our new website is live. 

Sub

If you have a specific video you’d like us to record or any general feedback please feel free to email us on info@quotemonster.co.nz 


The new Advicemonster!

Would you like to join us and explore the new Advicemonster statement of advice builder? Achieve complete control of your SOA within a highly automated framework which enables:

  • High levels of personalisation to each individual client
  • A new level in configuration so your SOA looks like you produced it - not identical to hundreds of other advisers
  • Automation within a framework to save you time
  • Integration with your quote and research

Let us know if you would like to join the beta test group for the new Advicemonster: researcher@qpresearch.co.nz


Quality Product Research – upcoming training sessions

We only have a limited number of sessions before we’re closed for the Christmas holidays so why not finish off the year with a bang by joining one of our upcoming demonstrations:

Quotemonster Basic (Introductory session - great for new users or for a refresher)

  • Thursday, 25 November 2021 11:00 am-12:00 pm
  • Thursday, 16 December 2021 11:00 am-12:00 pm

Quotemonster Deep Dive (great for advanced users who use Quotes and Research on a regular basis) 

  • Thursday, 9 December 2021 11:00 am-12:00 pm

Advicemonster (great for those who would like to learn more about our Statement of Advice (SOA) subscription) 

  • Thursday, 2 December 2021 11:00 am-12:00 pm

Please feel free to email us on info@quotemonster.co.nz with the session you'd like to attend and we will organise to send through the zoom link.


The attraction of one page plans

It was great to have feedback from a few advisers that have requested copies of our draft one page life and health insurance plans. We are now having robust debates internally about whether 'plan' includes analysis, the purpose of these documents, how clients will use them, and more. Then Tony Vidler finds this piece, well worth a look, which explains some of the great attractions of these one-page plan summaries - they cannot be a complete replacement for full planning and all the associated compliance document, but the reasons for their importance are underlined by Jeremy Walter's article. If anyone would like to join us in reviewing and working on the one-page insurance plan concepts, please let me know.


A one page personal risk plan summary?

In a recent newsletter we mentioned that we were in the process of developing a one page personal risk plan summary for Advicemonster (our system for fact-finding, needs analysis and producing a statement of advice). If you would like to see our draft of this development - please email one of the team at info@quotemonster.co.nz