I Pro Advisers

I Pro Advisers is a subscription service that gives advisers a website, client records, follow-up reminders and newsletters in one system. It is written for Canadian insurance, financial, accounting and mortgage professionals.

What I Pro Advisers offers

• Ready-written websites: sites that arrive with starter pages and articles written for each profession.
• Client records: enquiry forms that create a record in the client list automatically.
• Follow-up lists: dated reminders for calls, policy reviews and renewals.
• Newsletters and campaigns: messages that keep advisers in touch between meetings.
• Client portal: available on a higher plan, with invoices attached to the client record.
• Calculators: six tools for insurance and planning content.

Who it works with

Insurance, financial, mortgage and accounting practices run by individual advisers.

Key facts

• Operating since: 2014
• Market: Canada
• Included: Hosting and SSL