Chatswood serves the life and health insurance sector in New Zealand with market intelligence, data, and bespoke consulting services. Some of these are provided in conjunction with Quality Product Research Limited - a subsidiary that brings you Quotemonster.

We believe that good decisions are more likely to occur when we have good information about the market environment in which we operate. Intuitive leaps and creative decisions are always required, of course, but the more they are based on a firm foundation of observation, the better they tend to be.

Kelly O Kelly O

Happy New Year!

The Chatswood and QPR teams are back in the office and looking forward to everything we have planned this year.

We hope you had a lovely break, got to enjoy some sunshine and had a chance to relax. The Chatswood and QPR teams are back in the office and looking forward to everything we have planned this year.

Things you may want to check out again now you’re back:

  1. Research: If you come across legacy products, then dive into our Standalone Head-to-Head feature, designed to make product comparisons more precise and efficient. This tool lets you compare two products side by side in detail, highlighting key differences across benefits, features, and ratings.

  2. Insurer updates: A range of new insurer benefits and features were launched late last year – have you seen…

    o   Chubb Life – Continuous trauma

    o   Fidelity Life – Specific Injury benefit

    o   AIA – Accidental Injury benefit

  3. Advicemonster: If you’re not already using Advicemonster to create better, faster, and more robust SOAs, we’ve added even more reasons to make the switch. Have you tried our new AI features?

  4. Businessmonster: New Year, New Business!? Whether you are experienced or new to giving advice on business insurance we offer you the best online business insurance statement of advice assistance tool you can find. It includes access to the companies office API and AI services to help get you the data you need faster and even help with drafting parts of the SOA. If you have Advicemonster you can check it our for free. If not, request a trial so you can check it out by clicking here.

  5. Security: Your FAP has requirements to meet certain standards. Want to take another look at what we do to help you? Check out our Outsource Provider Statement and information security bulletins for extra peace of mind.

  6. If you haven’t already, check out Kiwimonster - compare over 30 KiwiSaver schemes and 300+ funds with ease at www.kiwimonster.co.nz or by clicking on the new icon at the top of the screen when you login to www.quotemonster.co.nz.

  7. You’ve read this far. Not many people have. Email Russell to ask about a super special offer (but hurry, the rest of the staff will get in and stop him by the 16th of January – so you must email before then).

Hit us up with any questions you have. And if you have any thoughts on training you would find useful, please let us know here or here.

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Kelly O Kelly O

Setting up Commissions structure in Advicemonster

You can easily set up your commission rates and structure in Advicemonster so it automatically flows through to your Statement of Advice, find out how here.

You can easily set up your commission rates and structure in Advicemonster so it automatically flows through to your Statement of Advice.

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Kelly O Kelly O

How to generate a SOA report

Generating a Statement of Advice with Advicemonster is quick, easy and efficient - find out how here.

Generating a Statement of Advice with Advicemonster is quick, easy and efficient - find out how here.

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Kelly O Kelly O

Setting up SOA customisation on Advicemonster

Watch our quick tutorial on how to customise your Statement of Advice.

Our quick tutorial shows you how to customise your Statement of Advice, to save you time and suit what your business needs.

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Doreen Dutt Doreen Dutt

Take your Business Statement of Advice (SoA) to the next level!

Take your Business Statement of Advice (SoA) to the next level and join us on Tuesday, 2 July 2024 11:00 am-12:00 pm as Aneel, our AdviceTech Lead demonstrates how to produce a business SoA supported with pricing and research on lump sum and Key Person Cover.

Take your Business Statement of Advice (SoA) to the next level and join us on Tuesday, 2 July 2024 11:00 am-12:00 pm as Aneel, our AdviceTech Lead demonstrates how to produce a business SoA supported with pricing and research on lump sum and Key Person Cover.

The next products on our radar are Rural Cover and Business Expenses, so keep an eye out for more information on this.

If you would like to register yourself or are interested in a personalised session for your organisation, please send us an email on aneel.ravji@qpresearch.co.nz

We look forward to seeing you there!

 
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