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Compare Club

How to set up and use Compare Club integration in Salestrekker 2.0

Lilly avatar
Written by Lilly
Updated over a week ago

Compare Club is one of Australia's trusted experts for life and health insurance.

How to set up

To activate the integration, go to Settings > 3rd party integrations tab.

Next to Compare Club, turn the toggle on.

Enter your broker code and confirm activation by clicking the 'Save' button.


How to use

When in deal 'Diversification Opportunities' tab, you can sand a referral by clicking the envelope icon next to Compare Club.

Pick the quote type your client is interested in (Life or Health insurance).

Complete all fields and confirm with 'Save' button.

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