Trail Research FAQs

Whether you’re new to the tool or just looking for clarification on a particular feature, this page is here to help you better understand how Trail Research works and what to expect as it continues to evolve.

If your question is not answered here, it may be covered in one of these other articles about 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.

Yes, Trail Research is designed for advisers giving insurance advice and currently only provides information on insurance products.

We are currently offering Trail Research as a six-month beta release, free for Trail users, to give everyone the opportunity to test the tool and provide feedback. The tool will continue to be improved throughout the beta period as feedback is received.

For urgent bugs or support questions, please continue to reach out to our Support Team via Intercom for the fastest response. Suggestions, missing products, or errors can be submitted through the feedback form accessed at the top of each page in Trail Research. From this form, there is a link to view our current backlog of tasks, where users can review what tasks are already being planned or in progress.

While our aim is to allow advisers to conduct their research process solely within Trail, during the beta it is best used alongside your existing process and materials received directly from the insurance providers. This gives you the chance to compare outputs, get comfortable with the tool, and help shape future improvements.

During the beta, Trail Research will only be available to Trail users, however we expect to offer the tool to the wider market following its full release on October 1st. If you are a non-Trail user interested in Trail Research, please reach out to our team and we can add you to a waiting list so you can get access once it’s available.

We are still confirming the price of Trail Research from October 1st after the beta period is finished, and we will provide more information closer to the time.

We work directly with insurance providers so that we can keep Trail Research updated when there are any product enhancements or rates changes. We aim to have any changes actioned in the tool from the day they apply.

At this stage, Trail Research only uses Trail data when searching for a contact to use in the quoting tool. In the future we will look to identify other areas where Trail Research can connect to the Trail tool, and we welcome suggestions on what would be most useful.

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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.