You Built It - Here's How it Shows up in Advice

Event

A panel discussion with IRESS and QuoteMonster (ratings/comparison software used by advisers) and LifeBid (AdviceTech) on how life insurance products are researched, compared and brought to life in real advice conversations.

 Join us for a practical look at how these tools support advisers to shortlist options, explain product differences clearly, and meet their obligations—alongside a discussion of what sits behind rating methodologies, and how product features translate into customer experience over time (including underwriting and claims), and how constructive feedback between product manufacturers, research providers and advice technology can help improve outcomes across the market.

Key Takeaways

• How advisers actually use research, comparison and AdviceTech tools (IRESS, QuoteMonster and LifeBid) to shortlist life insurance products and explain differences to clients.

• What sits behind product ratings and research methodologies—and the common assumptions, data points and evidence that influence outcomes.

• Practical ways product, underwriting and claims teams can partner with research providers and AdviceTech to improve how products are represented and understood in-market.

Speaker/s

Brett Wright, LifeBid
Sarah O'Neil, IRESS
Russell Hutchinson, Quote Monster, Chatswood Consulting

This is an online event.

ALUCA CPD Points

1 point(s) – Business, Technical and Specialist