The Provider Library is accessed via the Libraries dashboard and comes preloaded with a number of popular insurance companies, banks, building societies, investment houses, platforms and wraps, and these "Genovo owned" providers are managed and regularly updated for you. 



By having all the providers you (and your users) regularly recommend in your library, you will be able to pull the provider's logo and description information into the recommendation section of a report with one click, thereby saving you time and the need to key this data. This is achieved by selecting the provider from the drop down menu in the 'Provider' field in the Plan Summary step of the various recommendation sections.



The logo of a provider owned by Genovo is automatically inserted into reports by default. However, you can easily configure your account so this doesn't happen.


If a provider that you regularly use isn’t already included as standard, it’s really easy to add your own custom provider(s).