The Compare page in Trail Research helps you compare two products directly against each other. It is especially useful when reviewing replacement business, comparing an older client policy to a newer option, or looking closely at where two products differ.
In this article you will learn:
What the Compare page is used for
How to select products to compare
How to review score differences
How to use the coverage difference table
How to export the results as a PDF
Trail Research is currently in beta. That means the tool is live and ready to use, but we are still actively improving it. During this period, we recommend using Trail Research alongside your existing research process while you get familiar with the tool and help us identify areas for improvement. Your feedback will play an important role in shaping future updates and functionality.
What is the Compare page?
The Compare page allows you to compare two products side by side. Unlike the Ratings page, which gives you a broad market view of current on-sale products, the Compare page is designed for a direct one-to-one comparison.
This page is especially useful when you want to:
compare a client’s existing product against a current product
review older or off-sale products
identify where one product offers stronger cover than another
quickly see which benefits differ the most between two options
How it works
1. Open the Compare page
From anywhere in Trail Research, click the Compare button at the top of the screen. This will open the side-by-side comparison tool.
2. Select the products to compare
Using the provided filters, select the insurer, cover type, and version of the product you are looking for. Then click Compare to run the comparison.
You can compare:
two current on-sale products
an on-sale product against an off-sale product
two older product versions
different versions of the same product over time
This makes the Compare page especially useful for replacement advice and legacy product reviews.
3. Review the side-by-side comparison
Once both products are selected, the page will display them side by side using the same underlying ratings data from the Ratings page.
From here you can review:
the scores for each benefit
which product scores more strongly in each area
the version details for each product being compared
The comparison view begins by showing the main benefits first, followed by a preview of the additional benefits. If you want to see the full list of compared benefits, click the Shown more benefits button to expand the rest of the benefit set. This is useful when you want to move beyond the headline differences and review the products in more detail.
At the top of the comparison table you are able to switch between the Most important and Most different sorting options.
Most important shows the benefits that we deem to be the most important to your client at the top of the list. This is the same order used on the Ratings page.
Most different shows the benefits that have the most variation between their scores at the top of the list. This is one of the quickest ways to understand where the real distinctions are, especially when two products look similar at first glance.
4. Review the coverage difference table
Scroll to the bottom of the page to view the coverage difference table.
This section pulls out:
benefits covered by one product but not the other
benefits not covered by either product
This gives you an at-a-glance summary of the clearest coverage differences between two products.
5. Export the results
Click the Export button at the top of the comparison table to export the results as a PDF document. This can be good evidence for your record-keeping, particularly for replacement business situations.
At this stage, exported documents do not automatically appear in your Trail account from Trail Research.
Tips for using the Compare page
The Compare page is usually the best place to review replacement business scenarios because it allows you to compare older and off-sale products directly against current options.
If you want a broad market view of multiple current products, the Ratings page is usually the better place to start. If you already know the two products you want to assess in detail, the Compare page is the better tool.
The Compare page also allows you to compare products from different product types, e.g. income protection and mortgage repayment cover, but use caution when doing so. Some benefit scores may differ between categories, or be named differently, so it is important to make sure you are comparing like with like wherever possible and always refer to the policy wording documents for clarification.
Related FAQs
Can I compare different versions of the same product?
Yes. You can select different versions or dates for a product, which makes it possible to compare how a product has changed over time.
I can’t find the product I want to compare. What should I do?
If a product is missing, use the Submit feedback button in Trail Research to let the team know. Missing products are actively being added over time.
Need more help?
You may also want to read:
If you have a bug to report or need urgent help, contact our Support Team through Intercom or by emailing support@gettrail.com. For suggestions or feature requests, use the Submit Feedback button at the top of the page inside Trail Research.