The Provider Library allows you to manage the providers included within the provider drop down menu you'll find in the Add / Edit Plan page of the Plan Summary step of the recommendation sections. A number of popular insurance companies, wrap and platform providers have been pre-loaded for your convenience.

You can also add your own custom providers to your library. You will be prompted to provide a name and description for each provider. You can then upload a provider logo and select which recommendation section(s) to link it to by clicking linked sections.

When building a report you can pull provider information from your Provider Library straight into any recommendation section wizard with one click, thereby saving you time and the need to re-key this data time and again.