IGSLIA Toolkit
Everything you need for the client conversation
Select the workspace you need — from discovery to proposal to follow-up.
Presenter
Use this during discovery, client profiling, needs analysis, and presentation flow.
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Proposal & Comparison Builder
Use this for quotation upload, scenario building, product comparison, and report creation.
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Content Studio
Use this for daily social posts, captions, poster exports, and content planning.
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Resources
Use this for sales kits, product guides, PDFs, links, and advisor reference materials.
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Agent Development Assessment
Use this to self-assess your development progress and identify where to grow next.
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Helpdesk
Use this to get quick help and answers to common fieldwork questions.
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