Some of you may have found when you’re preparing an illustration for a client with different occupation classes for TPD and Income Protection that the premiums generated in QuoteMonster don’t match those in other insurers quote software. This may be giving you and your clients the impression that premiums are higher, or lower, than they actually are. The companies we often have queries about are AMP Lifetrack, AMP RPP, Asteron Life and Fidelity Life.
However, this can be easily changed in QuoteMonster by doing the following:
When you’re entering in your client’s personal details in Step 1, click on the “Advanced” button next to Occupation. This will then open the “Advanced Occupation Settings” screen.
Next to the list of insurance providers, you’ll see dropdown menus for each benefit’s occupation class. Simply change the occupation class on each benefit to match the occupation classes showing in the insurers quote software, then save and close. You can then continue with the quote in QuoteMonster as normal.
As the change will only apply to that particular illustration, these steps will need to be repeated in QuoteMonster each time you are quoting for different TPD and IP occupation classes.
And of course we are here to help you if you have any questions.
