This video walks you through how you can quickly and easily manage the providers that show in the 'Provider' field in the Plan Summary step of the v...

The Provider Library is accessed via the Libraries dashboard and comes preloaded with a number of popular insurance companies, banks, building societies, in...

Yes you can. The logo of all "Genovo owned" providers is automatically inserted into reports by default. However, you can easily stop this happeni...

There are three ways you can add a new provider: 1. Add the new provider from scratch from within the Provider Library.  2. Clone an existing provider ...

If you need to add a custom provider, you may find it quicker to clone one of the existing providers in your Provider Library rather than create one from sc...

Having added a custom provider, you can link it to one or more recommendation sections from within your Provider Library.  Click on the Linked sections ...

If you don't use a provider, you can hide the provider and remove it from the 'Provider' field in the Plan Summary step of the various recommend...

Administrators of Company or Group Plans can share their custom providers with other users within their account or linked accounts via their Provider Librar...