With iGeny PRO, advisors can streamline and facilitate their daily operations, ensuring precision, compliance, and efficiency. One of the core features of iGeny PRO is its rigorous and compliant process for handling new business proposals. This ensures that advisors can prepare accurate and seamless files for their new proposals, eliminating any room for error.

Additionally, iGeny PRO offers comprehensive management of service requests, guiding advisors through every step of the process, from client inquiries to policy implementation. This comprehensive support minimizes the risk of mistakes and oversight, providing a seamless experience for both advisors and clients. Furthermore, iGeny PRO simplifies communications by automating the sending of signed forms to insurers.

Through a secure interface, advisors can easily exchange documents with their clients and insurers, enhancing efficiency and productivity. Experience the power and versatility of iGeny PRO with a free 30-day trial. Join the innovative platform that prioritizes innovation, compliance, and simplicity.

Contact iGeny today to revolutionize your financial security advisory business