Are you a high user on Quotemonster? You may want to consider the following tips if you use Quotemonster to do all your quotes:
- Think about saving your quotes elsewhere. Quotemonster is not designed as a CRM and therefore we do drop old quotes off the system to allow for the site to continue running a good speed for advisers. Be sure to save copies of the Quotemonster reports you create in a CRM, or online storage such as Google Drive, OneDrive, iCloud, or Dropbox, a hard drive or another source of external storage.
- Be sure to regularly check your ‘Settings’ button to ensure you are quoting the products you think you are. Occasionally we will add new products or an enhanced version of an existing product which will also be found in the ‘Settings’
Talk to us – feel free to drop us a line or give us a call on (09) 480 6071. If you have any feedback or would like to ask questions we would love to hear from you.