Provider LookUp

When we created Provider Lookup, we knew that advisers paraplanners and administrators needed better solutions to handle Letters of Authority.   The cumbersome LOA process, still largely manual and often requiring wet signatures, has consistently caused delays, increased costs, and frustration for advisers and their clients.   In an interview with FT Adviser, Plus Group’s co-founder Scott Daniels shared how Provider Lookup, developed in collaboration with Origo and NextGen Planners, is tackling these persistent issues.   With accurate and regularly updated provider contact details instantly available, advisers can bypass the slow, manual searching and guessing games that have plagued LOA processing for decades.   Since its launch, Provider Lookup has grown rapidly, attracting over 1,200 active advisers.   Notably, 70% have integrated our intuitive Chrome extension into their workflows, highlighting just how valuable the service has become.   Scott also stressed that real, permanent change will require action from providers themselves. Until then, Provider Lookup will continue making advisers' lives easier by removing one big hassle from their daily routines.   Read the full FT Adviser article and sign up to ProviderLookup for free by clicking the links in the comments below.   #Efficiency #ProviderLookup #FinancialAdvisers

In a world of instant communication and digital solutions, financial advisers still face cumbersome, outdated processes when dealing with Letters of Authority (LOAs).   Scott Daniels from Plus Group highlighted this ongoing frustration in a recent conversation with FT Adviser, pointing out that advisers routinely encounter delays due to legacy systems, manual processing, and outdated verification methods like wet signatures.   That’s why Plus Group ™ Group created Provider Lookup, a free-to-use database developed alongside Origo and NextGen Planners.   The goal was straightforward: streamline advisers' workflows by making provider information instantly accessible, reliable, and easy to use.   Since its launch, over 1,200 advisers have turned to Provider Lookup, significantly improving the efficiency of their LOA submissions.   The popularity of the Chrome extension, adopted by 70% of users, underscores the demand for such practical solutions.   Yet, as Scott notes, the industry's deeper issues persist, providers must step up and modernise their internal systems and processes.   Until providers fully digitise and remove the need for outdated verification methods, tools like Provider Lookup will remain essential to managing day-to-day adviser frustrations.   Join the growing community of advisers simplifying their LOA process with Provider Lookup.   Discover more in the full FT Adviser article and sign up to Provider lookup for free - links in the comments below   #ModernisingAdvice #ProviderLookup #FinancialServices

What Do You Actually Gain From Provider Lookup? 🤔 Let’s be honest, no one enjoys chasing provider details. It’s time-consuming, frustrating, and takes you away from the work that actually moves the needle for your business. That’s exactly why Provider Lookup exists. It’s not just about finding a phone number; it’s about giving you back control of your time. Here’s what you really gain when you use it: ⏳ More time – Less admin means more time for client work, business growth, and maybe even an early finish (imagine that!). 📞 Less hassle – No more endless calls to the wrong department or chasing outdated contacts. You get the right details, first time. 💡 Better decision-making – With provider notes and LOA submission tips, you can avoid delays before they happen. 😊 Happier clients – Faster responses mean smoother cases and fewer frustrating delays. 📉 Lower stress levels – Because knowing exactly who to call and what to do makes your life a whole lot easier. And the best part? It’s completely free, thanks to Origo and NextGen Planners. No cost. No catch. Just smarter, faster admin, so you can get back to what matters most. 📢 Sign up today for FREE by clicking the link in the comments below – and start working smarter, not harder. #ProviderLookup #LessStressMoreResults #FinancialServices #EfficiencyWins

We Made Provider Lookup Free, Here’s Why. ⤵️ When we built Provider Lookup, we knew one thing for sure: financial professionals shouldn’t have to waste time chasing provider details. But we also knew that access to accurate, up-to-date provider information shouldn’t come with a price tag. So, we made it completely free. How? Thanks to the incredible support of our partners, Origo and NextGen Planners, we’ve been able to remove any cost barrier and open Provider Lookup to everyone in the industry. No subscriptions. No hidden fees. Just instant access to over 1,300 provider records, updated daily. Why? Because time is one of the most valuable resources financial professionals have, and we want to give you more of it. With Provider Lookup, you can: ✔️ Find the right contact instantly - no more wasted calls ✔️ Save your favourites for even quicker access ✔️ See provider notes & LOA submission tips -so you avoid unnecessary delays ✔️ Ensure you’re never working with old information At the end of the day, this isn’t just about making admin easier, it’s about helping you work smarter, stress less, and serve your clients better. If you haven’t already, sign up for FREE today by clicking the link in the comments below and see what a difference it makes. #ProviderLookup #FinancialServices #EfficiencyMadeEasy

You need to contact a provider. Should be simple, right? Instead, you’re digging through old emails, scrolling spreadsheets, calling one number only to be redirected to another. It’s slow, frustrating, and unnecessary, like searching for a needle in a haystack. And the worst part? It’s wasting your time. That’s exactly why we built Provider Lookup. Instead of chasing your tail, you get instant access to over 1,300 providers with: ✔️ Departmental contacts so you reach the right team first time. ✔️ Search by plan number (Beta) because sometimes that’s all you’ve got. ✔️ Daily updates so you’re never calling the wrong number. ✔️ Notes & submission tips to avoid delays before they happen. No more haystacks. No more wasted calls. Just the details you need, exactly when you need them. And the best part? It’s completely free, thanks to our partners Origo and NextGen Planners. If you’re still searching the hard way, maybe it’s time to make life easier. 📢 Sign up for FREE today by clicking the link in the comments below and stop wasting time. #ProviderLookup #WorkSmarter #FinancialServices 

📰 Featured in FT Adviser! This article highlights why Provider Lookup was created: to make one part of that process easier for everyone. Built from over a decade of LOA experience at Plus Group, Provider Lookup now gives advisers free access to a growing database of 1,300+ provider contact records, with departmental breakdowns, LOA guidance, and daily updates.

Did you call the wrong number again? 👇 You’re chasing a provider, you dial the number, and… wrong department. Now you’re back to square one, waiting on hold, explaining yourself all over again. Sound familiar? This is exactly why Provider Lookup exists. We keep provider details updated daily, so you’re always calling the right number the first time. ✅ Direct provider contacts – no more bouncing between departments ✅ Departmental breakdowns – reach the right team straight away ✅ Daily updates – no more dead-end numbers ✅ Save your favourites – because searching twice is a waste of time We do the chasing so you don’t have to. And the best part? It’s completely FREE, thanks to Origo and NextGen Planners. If you’re still relying on old spreadsheets or searching through outdated lists, it’s time for an upgrade. 📢 Sign up for FREE today by clicking the link in the comments below. #ProviderLookup #FinancialServices #EfficiencyWins

“How is this free? It’s too useful to be free.” 🤷♂️ ⤵️ That’s the reaction we get all the time when people start using Provider Lookup. Because let’s be honest, how often do you get something this valuable, for absolutely nothing? 🚀 Instant access to over 1,300 provider records 📞 Direct contacts & department details, so you reach the right person fast 🔍 Search by plan number (Beta) because sometimes that’s all you have 💖 Save your favourites, no more wasted searches ⚡ Daily updates, so you’re never chasing outdated details 📝 Extra notes & tips, helping you navigate provider requirements It’s the kind of tool that should come with a price tag. But thanks to our partners Origo and NextGen Planners, it’s completely free for financial professionals. Users tell us they’ve cut hours of wasted time every week just by using Provider Lookup. No more searching, guessing, or sitting on hold with the wrong department. Just instant access to the details you need. So yeah, we get why people ask, “How is this free?” But the real question is, why wouldn’t you use it? 📢 Sign up today by clicking the link in the comments and see for yourself. #ProviderLookup #FinancialServices #Efficiency

Provider Lookup isn’t just a hugely helpful resource, it’s the result of dedication, expertise, and teamwork. Behind every seamless search, every accurate provider detail, and every update is a team of real people who are passionate about making your workflow smoother. 🛠️ Daily Updates: Our dedicated team works tirelessly to contact providers every single day. They ensure the directory stays accurate, reliable, and up-to-date so you can trust the information you’re using. 💡 Listening to You: Got feedback? Our team doesn’t just hear it, they act on it. Every suggestion, every improvement idea, and every reported update helps us make Provider Lookup even better. 🎯 Committed to Efficiency: Whether it’s adding new features, refining existing ones, or helping users troubleshoot, our team’s mission is simple: to save you time and make your workday easier. And here’s the best part: Provider Lookup is completely free thanks to our incredible partners, Origo and NextGen Planners. Their support means we can keep offering this invaluable resource to financial professionals everywhere. So next time you save a favourite, search by plan number, or find exactly the contact you need in seconds, know that there’s a team working hard behind the scenes, and partners committed to making it possible. If you haven’t checked us out, we’d love to show you what we’re all about. #ProviderLookup #FreeResource #FinancialServices

📢 Keeping provider details up to date is a full-time job and we’ve got it covered! The team at Plus Group ™ is constantly tracking provider changes, and thanks to their daily updates, Provider Lookup users always get the most accurate, up-to-date contact details for free!