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.

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.

Trail Research does not replace your existing advice process, but is designed to compliment it and help make comparing insurance products faster and easier. It should be used alongside the insurance providers’ own quoting systems and product materials.

Trail Research is one component of an adviser’s overall advice process. As an adviser you remain responsible for understanding your client’s circumstances and objectives, determining the appropriate scope of advice, assessing suitability, making the recommendation and explaining them to the client, and maintaining appropriate records.

Trail Research is available to both Trail and non-Trail users. If you decide to use Trail Research as a standalone product, you will not get access to Trail’s CRM functionality, including the Pipeline and insurance advice process.

Trail Research is an optional add-on on top of your Trail subscription. The price is charged per user, per month, and depends on your current account tier:

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.

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.