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Here’s a Quick Overview of Everything You Need to Know
Logging onto the EG Pro Platform
This is how you will access the entire platform and your advisor dashboard. We will email your login information over the next 3 days. Once you have your login information, click the grey login button in the top left of the menu. From there, select the “Estate Guru Professional Dashboard (other)” option which will redirect to where you can access the EG Pro Platform.
Resource Center
We’ve created an entire resource center that will teach you everything you need to know about estate planning, how to answer common questions from clients, and how to use our platform to grow your business. These pages are also password protected. Your account credentials will be emailed to you automatically. Please note this username and password is separate from the credentials you will use to login to the EG Pro platform. You can access the resource center through the link in the menu or using the links in the footer.
Training Webinars
Not a reader? No problem. We have an entire library of training webinars that will teach you everything you need to know about how to how to leverage our platform to take your business to the next level.
Don’t Know Where to Start? Look No Further
We’ve designed a First Timers module that will walk you through how to get started with EG Pro seamlessly.
Guru Pro on the Go
We know things can get busy, so we’re here to help. Use Guru Pro on the Go to set up estate planning appointments where our professionals will handle all the heavy lifting. Our experts will conduct the estate planning interview with your clients. We’ll even take care of all the data entry. You can leverage our estate planning expertise so we can answer the hard questions your clients have about their estate plan. We’ll populate any leads, data and information that is useful to your business for you so you can view it in your dashboard.
Questions, Comments, Concerns?
If you ever run into any hiccups or roadblocks along your journey, simply submit a ticket and our world-class customer service team will swoop into save the day.