Quotemonster Roadshow

28 June 2019

It has been some time since we let the monster out on the road. We are excited to announce that we will be visiting 14 venues across the country between the 11th of June and the 12th of July.

We are doing things a little differently this time and splitting the roadshow into two sessions. Each session will be one hour long and you are most welcome to book for both sessions or just one. There will be a small break for morning tea in between. As usual the sessions will be interactive workshops packed with great information and plenty of opportunities for you to provide feedback.

Please have a read of the details for both sessions below to ensure that you register for the correct workshop for your needs. If you would like to attend both you will need to register for both sessions separately. Space is limited so register now to avoid missing out. Links to register for each venue can be found at the bottom of this email.

Session One: Survive the shift to licensing

Ideal for: non-research users, newer advisers and support staff, business development managers

We know you already give great advice: this session is about how you prove it when challenged.

You have level five, keep good records, and you are a good adviser. How do you provide evidence to support your advice when someone challenges it? Like it or not those challenges are going to come more frequently as the regulator takes more of an interest in life and health insurance advice.

The advice is yours. Our research and technology are designed to provide you with the best combination of information on which to deliver your recommendation and prevent a regulatory emergency.

Our reports can help you to:

• Show why you chose that insurer over others
• Show how many insurers you considered
• Show why you recommended that a client switch insurance
• Ensure that you don’t recommend a product based on features the client can’t access
• Show that you do recommend on the basis of real advantages
• Prove how many alternatives you considered, before choosing
• Prove that you compared cost and features – at current date applicable to this client
• Show how you explained the risks and exclusions applicable to the policy options given
• Show that you considered the clients’ needs and goals
• Show that this recommendation has the client’s interest at its heart?

If you have never used product research in your client recommendations come along and explore new ways to support your advice process for the new environment.

Event location

Level 1, Te Ahi Building 13 Camp Street Queenstown, 9300

Event date/time

Friday 9.30am

Event contact information

kelly.pulham@qpresearch.co.nz

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