IGSLIA Toolkit

Everything you need for the client conversation

Select the workspace you need — from discovery to proposal to follow-up.

Used the CRM before this week?

Your records are still on the old page. Download them and restore them into your new account by Tuesday, 30 September 2026, after which the old page closes.

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Presenter Use this during discovery, client profiling, needs analysis, and presentation flow. Open tool Proposal & Comparison Builder Use this for quotation upload, scenario building, product comparison, and report creation. Open tool Content Studio Use this for daily social posts, captions, poster exports, and content planning. Open tool Resources Use this for sales kits, product guides, PDFs, links, and advisor reference materials. Open tool Agent Development Assessment Use this to self-assess your development progress and identify where to grow next. Open tool Persistency Rating Calculator Use this to calculate current persistency, forecast the next four months, and plan recovery targets. Open tool Helpdesk Use this to get quick help and answers to common fieldwork questions. Open tool CRM Use this to manage clients, prospects, and recruits, and track your production goals. Sign in with your Agent Code — your records follow you to any device. Open tool Branch Onboarding Pack Builder Use this to generate a candidate's personalised onboarding pack — timeline, trainings, requirements, and costs. Open tool Incentive Tracker Use this to track your incentive-program qualification, points, and rewards progress. Open tool