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, and you can filter the providers displayed in the library using the alpha search.

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 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.

Further Information

Video Tutorial: An overview of the Provider Library