Quality Product Research - Upcoming demonstrations

While lockdown is a challenging time for everyone, it may be the perfect time to attend one of our upcoming training sessions. 

We have scheduled the following zoom demonstrations with Quotemonsters' General Manager Treena Jordan: 

Introduction to Quotemonster (basic) 

  • Thursday, 2 September 2021 11.00 AM – 12.00 PM
  • Thursday, 16 September 2021 11.00 AM – 12.00 PM
  • Thursday, 21 October 2021 11.00 AM – 12.00 PM

Quotemonster Deep Dive (recommended for experienced users only) 

  • Thursday, 9 September 2021 11.00 AM – 12.00 PM
  • Thursday, 7 October 2021 11:00 AM-12:00 PM
  • Thursday, 28 October 11.00 AM – 12.00 PM

Advicemonster Demonstration (Statement of Advice service) 

  • Thursday, 30 September 11.00 AM – 12.00 PM
  • Thursday, 14 October 11.00 AM – 12.00 PM

Please email us at info@quotemonster.co.nz with the session you wish to attend


Partners Life new product training and more daily news

Partners Life set up knowledge assessment modules for new products and enhancements. Last month Partners Life announced two new products, Moderate Trauma Cover and Income and Expenses Cover, as well as a number of enhancements to other existing products. They have announced details for training sessions: 

"Three short knowledge assessment modules are now available to be completed by close of business 17 September 2021, on your Partners Life Academy portal.

Completing these modules is important to demonstrate your competence, as per your compliance requirements, and it will strengthen your ability to have fully informed conversations with your clients about the new products and enhancements."

You can find details of the sessions at the following link. Quotemonster will be updated to reflect the changes to existing products on 27 August. 

 

Other daily news: 

  • AMP continues to refocus on funds management and advice - link 
  • FSC releases latest Get In Shape update and an adviser survey - we know that the FSC would be very grateful if you can complete the adviser survey - Link 
  • nib financial results to 30 June 2021 released. Media release here: nib New Zealand delivers improved result and enhanced member experience - link
  • Prospa full-year results released. The advice business has continued to grow well. Contact us for a copy of the release. 

Quality Product Research - Quotemonster Demonstration

We have scheduled a Quotemonster Demonstration with Kelly on Monday, 21 June 2021 11:00 AM-12:00 PM

In this introductory session, we will go over the basics of using the website including: 

  • How to directly compare two insurers for replacement business (Head to Head) 
  • How to add banks and non-adviser companies to your Research comparison 
  • How to find older policy documents 

...and much more!

All Industry members are welcome to join this session. 

Furthermore, here’s a short promo video we recently created highlighting the reasons why all advisers should be using Quotemonster https://drive.google.com/file/d/1YLIgXIpTOqNie0UYZuv1vRKlRjCM6G_F/view

Please register your interest by emailing info@quotemonster.co.nz 

Happy Crunching! 

Qm


Asteron Life: Webinars

Asteron Life are hosting a number of webinars this week, below is a list of the topics:

AsteronConnect
Watch a demonstration of how to use AsteronConnect. From how to quote, understanding the application process, the underwriting rules engine and how to submit business through to Asteron Life via the e-app.

Trauma
Learn how Asteron Life’s many Optional Trauma Benefits can work together to offer the perfect Trauma solution as well as affordability levers to help your clients keep their cover for longer. This session will get you thinking outside the box.

Why Asteron Life
You will gain an understanding of the Asteron philosophy of being a sustainable business. This is a high level overview of our points of difference, how you can leverage discounts and create a package for your clients that addresses short and long term needs as well as client affordability.

Adviser Portal (BEN) Campaign Tips
This session will cover an overview of our Business Enquiry Network (BEN) and how you can use its tools to connect you with your clients during and after Covid-19, including how to run campaign reporting.

Disability Income in Covid-19
Asteron Life has six Disability Income contracts, each designed to meet different needs of clients. This session will help you determine which DI cover is more suitable for your client’s individual circumstance, especially in a Covid-19 environment.  

Personal Insurance Overview 
You’ll gain a high level overview of all of our lump sum benefits and their points of difference in the market.

NEW - Claims
NOTE: These sessions will be offered in the week of 27 April.
James Thomson from Claims will lead you through our Claims philosophy, the impact of Covid-19, valuable claims statistics and help answer some of your FAQs.

Each webinar session will run for 60 minutes, which includes 45-50 minutes of content and 10-15 minutes for questions. 

Click here to register.


Managing adviser business during COVID-19

Clifton Warren from Professional IQ College ran an webinar titled “Coronavirus: How to Grow During Restrictions”. Over 60 insurance and financial services professionals from across Australia, New Zealand, South Africa and USA were in attendance.

Some of the topics discussed in the webinar include:

  • managing existing clients
  • managing prospects
  • managing producers and teams remotely during a crisis

Click here to watch the free webinar


Partners Life: Webinar sessions to encourage software use

Partners Life are now hosting some webinars to help advisers get the most out of the software particularly while they are not currently able to meet clients face-to-face.

The announcement states 'These sessions are designed for those who have either not used, or do not regularly use either Evince or My Underwriting Manager (MUM) in their processes. If you are already using these tools you may find you know much of the content already, however, feel free to join us for a refresher if you feel like it would be helpful.'

Click here to read more. 


Partners Life product enhancement workshops

Partners Life have announced they are doing a number of workshops are the country to discuss their recent product enhancements and how they will benefit clients. This will be followed by a discussion on what the new Laws and Code of Conduct might mean in a practical sense for Life and Health Insurance advisers. 

Click here for dates and venues.