Power users of Quotemonster don’t just compare prices – they build the best personalised insurance report possible by adding in a market research comparison which can include major bank and direct products, add a head-to-head comparison, underwriting requirements, client risk report, and a complete needs analysis.
Writing a compliant recommendation is easy with this information to hand. But you want to ensure you protect your customer’s privacy while using these tools. We want that too. We have a strong privacy commitment in our privacy statement which you can find by looking at the link on the bottom of the page before you log in at Quotemonster.co.nz. Also, you can be confident that when we look at the aggregate data on our system – to do cool things like work out average sums insured, or work out best demographic targets for advisers – we always remove personally identifying data and work with aggregated data. Nothing could identify your client.
That’s us what about you?
A commonly thought-of risk is unattended files or computers in your office, you do need to address those. But more likely risk is that you may not be talking to your client about privacy issues correctly.
Our lawyers tell us that you need to have your own privacy statement in your process. It should explain that you can use their information in third-party systems (not just ours, but even insurer’s quote and application systems). You need to write a good one for your own process of handling information. If you need help writing one, please drop us a line in the office and we can refer you to a compliance guru who can help. But if you’re still worried, maybe if you haven’t got your privacy statement organised, there’s one simple approach you can use to get started right now: Just put in your clients initials instead of full name. Then then it’s really hard for anyone – even someone who might look at your computer if you were called away suddenly – to connect these personal details to a specific client that they might know.
We want you to get sorted on privacy so you can use the full range of information and research available on Quotemonster to help you deliver an outstanding personalised advice report for every client you meet. Including all the bits that are customised based on your client’s age, gender, occupation class, and information in the needs analysis.