“A One Stop Life, Health, and Annuity Resource.”

Policygenius Pro

Policygenius Pro

Place more life insurance with less work

Policygenius Pro is a turnkey life insurance fulfillment platform that helps independent agents and financial advisors accelerate and streamline life insurance sales.

With this program, Policygenius provides its one-stop-shop insurance solution to financial advisors, independent agents, community banks, credit unions, and more, with the goal of helping partners’ clients get the insurance coverage they need. Partners receive access to a wide variety of insurers, coverage types, and policy options, including accelerated underwriting offerings exclusively available on the Policygenius platform.
Watch this video to see why partnering with Policygenuis is the smartest choice for you and your clients.
Policygenius Pro offers a number of benefits including:
  • Handling all the administrative burdens of term life fulfillment, including quotes, scheduling medical exams, obtaining medical records and underwriting requirements, and placing your client’s coverage in force.
  • Giving your clients access to a wider range of insurers and policy options, including options they can’t find anywhere else.
  • Our NPS of 78 is double the industry average, which means you can rest assured that we will protect the relationships with your clients that you’ve worked hard to build.
Policygenius Pro currently offers fully underwritten term, accelerated underwriting, instant decision, final expense, and disability insurance.
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Policygenius Pro offers partners three referral pathways: a drop ticket process, a refer with quotes option, and a co-branded referral page. The drop ticket process takes partners less than 60 seconds to complete, while the built-in quoting option allows partners to review real-time quotes with their clients and explore options across the product offerings, including fully underwritten and accelerated policies. The co-branded referral page allows partners to send their link to their clients for them to complete the intake form in their own time.
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Policygenius’ team of experienced agents then guides clients through the application process, including scheduling medical exams, completing paperwork, and collecting medical records. The referring partner is kept informed throughout the entire process through their real-time case dashboard and email notifications.
Check out this demo below to see how you can review personalized quotes from top insurers and submit referrals in minutes.

Success stories

Watch to learn how advisors at University Federal Credit Union were able to boost their term life insurance referrals by 250% thanks to Policygenius Pro‘s streamlined fulfillment process.

Read how the property & casualty experts at Rice Insurance have leveraged Policygenius Pro to get their clients the term life coverage they need without diverting resources from their primary business.

Do you have a question or want to know more about Poliygenius Pro?

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