Quotemonster Takes to the Road for National Tour

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A series of 13 roadshows highlighting changes to the Quotemonster platform will take place across the country over the coming weeks, with the first to be held on Tuesday 26 July.

The one-hour sessions will focus on the recently-released additional features of the Quotemonster site, and there will be presentations covering the latest industry research, together with information on the fastest way financial advisers can produce custom life and health SOAs.

A spokesperson for Quotemonster says its streamlined site features new advice tools, improved navigation, and significant customisation for users.

During the roadshows, attendees will learn about recently released industry reports, adviser customer experience tools, and work through research and technology roadmap questions. In addition, there will be details of a new CPD initiative.

Following the main presentation there will be two break-out sessions where advisers can pick between the Quotemonster Clinic or Advicebridge – The Anatomy of the Deal.

At the Advicebridge session, presenters will examine the market for financial advice client bases and the common features of transactions.

For the Quotemonster Clinic, advisers are encouraged to arrive with their laptops so they can work with an expert to learn time-saving tips and tricks of the Quotemonster platform.

For full details and to reserve your free ticket, visit Eventbrite.