Smarter Research.
Better Advice.

Smarter Research.
Better Advice.

Trail Research gives insurance advisers the tools to research, compare and understand insurance products in one place.

KEY FEATURES

Everything You Need to Research Insurance Products

Everything You Need to Research Insurance Products

Everything You Need to Research Insurance Products

Researching insurance products can take time.

Trail Research brings product information together in one place, making it easier to explore policies, compare providers and understand the differences between products.

Researching insurance products can take time.

Trail Research brings product information together in one place, making it easier to explore policies, compare providers and understand the differences between products.

Researching insurance products can take time.

Trail Research brings product information together in one place, making it easier to explore policies, compare providers and understand the differences between products.

Compare Products

Compare products side by side to quickly understand differences in cover, benefits and features across providers, helping you identify the options that best suit your client.

Compare Products

Compare products side by side to quickly understand differences in cover, benefits and features across providers, helping you identify the options that best suit your client.

Build Premium Quotes

Build and compare estimated premiums as you research, making it easy to see how different products, options and selections impact the overall cost.

Build Premium Quotes

Build and compare estimated premiums as you research, making it easy to see how different products, options and selections impact the overall cost.

Explore Add-Ons

Explore optional add-ons across products and providers, understand the additional benefits available and see how each selection impacts your client's estimated premium.

Explore Add-Ons

Explore optional add-ons across products and providers, understand the additional benefits available and see how each selection impacts your client's estimated premium.

See The Differences Clearly

Choose how you compare with Coverage, Heatmap and Score views, giving you different ways to explore product information and identify key differences quickly.

See The Differences Clearly

Choose how you compare with Coverage, Heatmap and Score views, giving you different ways to explore product information and identify key differences quickly.

Find The Plan That
Works For You

Find The Plan That
Works For You

KAN Members

$50

Per Month, Billed Monthly

50% Discount For KAN Members

Trail-Only Users

$100

Per Month, Billed Monthly

Standard Price For Trail Only Users

Other CRM Users

$150

Per Month, Billed Monthly

For All Other Advisers Not Using Trail

KAN Members

$50

Per Month, Billed Monthly

50% Discount For KAN Members

Trail-Only Users

$100

Per Month, Billed Monthly

Standard Price For Trail Only Users

Other CRM Users

$150

Per Month, Billed Monthly

For All Other Advisers Not Using Trail

KAN Members

$50

Per Month, Billed Monthly

50% Discount For KAN Members

Trail-Only Users

$100

Per Month, Billed Monthly

Standard Price For Trail Only Users

Other CRM Users

$150

Per Month, Billed Monthly

For All Other Advisers Not Using Trail

Frequently Asked Questions

What is Trail Research?

Trail Research is an insurance research tool inside Trail that is designed to help advisers compare products, review benefits, generate estimated premium quotes, and access policy documents.

Does Trail Research replace my existing research process?

Is Trail Research for insurance only?

What was the free beta period?

How accurate are the quotes generated from Trail Research?

How often is Trail Research updated?

Does Trail Research have integrations with Trail?

Smarter insurance research, all in one place. Compare products, explore optional add-ons, build premium quotes and create clear reports to support your advice process.

Smarter insurance research, all in one place. Compare products, explore optional add-ons, build premium quotes and create clear reports to support your advice process.

Smarter insurance research, all in one place. Compare products, explore optional add-ons, build premium quotes and create clear reports to support your advice process.

Smarter insurance research, all in one place. Compare products, explore optional add-ons, build premium quotes and create clear reports to support your advice process.