The Financial Advisor's Playbook:
Marketing Strategies for
Stronger Life Insurance Sales
We’ve helped 30 million+ people shop for insurance.
How to Close the Sale:
5 Reasons Clients Hesitate
to Buy Life Insurance
Download this free eBook to learn:
We’ve helped
30 million+
people
shop for insurance.
Privacy Policy Visit our Security page to see how we keep our customer’s information safe Online Tracking Opt-Out Guide Accessibility Terms & Conditions Disclosures
Yes, we have to include some legalese down here. Policygenius Inc. (DBA Policygenius Insurance Services in California) (“Policygenius”), a Delaware corporation with its principal place of business in New York, New York, is a licensed independent insurance broker. The information provided on this site has been developed by Policygenius for general informational and educational purposes. We do our best to ensure that this information is up-to-date and accurate. Any insurance policy premium quotes or ranges displayed are non-binding. The final insurance policy premium for any policy is determined by the underwriting insurance company following application.
Copyright Policygenius © 2014-2022
Privacy Policy Visit our Security page to see how we keep our customer’s information safe Online Tracking Opt-Out Guide Accessibility Terms & Conditions Disclosures
Yes, we have to include some legalese down here. Policygenius Inc. (DBA Policygenius Insurance Services in California) (“Policygenius”), a Delaware corporation with its principal place of business in New York, New York, is a licensed independent insurance broker. The information provided on this site has been developed by Policygenius for general informational and educational purposes. We do our best to ensure that this information is up-to-date and accurate. Any insurance policy premium quotes or ranges displayed are non-binding. The final insurance policy premium for any policy is determined by the underwriting insurance company following application.
Copyright Policygenius © 2014-2022
Security you can trust
1-855-695-2255
Policygenius Pro
Download this free eBook to learn:
- The common pain points that prevent clients from purchasing adequate life insurance
- Concrete marketing strategies to connect with your clients about their life insurance needs
- How to leverage industry partnerships to streamline your term life insurance sales and boost your client experience
eBook
- The common pain points that prevent clients from purchasing adequate life insurance
- Concrete marketing strategies to connect with your clients about their life insurance needs
- How to leverage industry partnerships to streamline your term life insurance sales and boost your client experience
How Policygenius Pro works
Step 2
Step 1
Step 3
Refer your client and share your coverage recommendation.
We help your client find the right insurance for their needs.
We handle the heavy lifting to get them covered — and you get paid.*
*Only licensed insurance agents are eligible to earn commission for term life insurance sales.
Insurance we sell
Fully underwritten term life
• Policies from 10+ top insurers
• Coverage amounts up to $10M
• All rate classes
No-exam accelerated underwriting term life
• Policies from 6+ top insurers
• Access #1-rated Brighthouse
SimplySelect policy
• Coverage amounts up to $3M
• All rate classes
Final expense insurance
• Coverage amounts up to $40K
• Standard and graded rate classes
• Options for ages 45-85
Guaranteed universal life
• Policies from 5+ top insurers
• Coverage amounts start at $50K
Who we help
Financial advisory firms
• Quickly find and recommend the right coverage for your client's needs
• Supercharge your placement rates by offloading paperwork and scheduling to us
BGAs and IMOs
• Transform term life insurance from a cost center to a profit driver
• Free up your firms to focus on high-value efforts while we take care of the busy work
Independent home & auto insurance agencies
• Unlock term life for your clients by referring them to us — we'll take care of the rest
• Seamlessly expand your product offering without the added administrative burden
Community banks and credit unions
• Enable a simplified non-interest revenue stream with monthly payouts
• Engage and retain members with a competitive term life experience
Your support team
Once you submit a referral to Policygenius, your work is done. From there, we'll guide your client through the rest of the buying process and keep you up to date on their progress.
Sales agent
Case manager
Partner success advocate
No call centers or labyrinths of automated menus: Your success advocate is a dedicated resource if you have questions or concerns.
From the medical exam to chasing down APS requests, our expert case managers support your client’s application until the policy is active.
Our fully licensed sales agents consult with your client to understand their coverage needs, learn their health history, and explore their policy options.
Coverage from top carriers, including...
...and more
“Policygenius is a force multiplier for me. With all the tools at their disposal, their ability to get medical exams done, track down attending physician reports--that’s a huge hassle taken off my plate. I don’t have to hire someone who has to incessantly call and track down APSs. I can literally save a full salary and benefits package and re-deploy that somewhere else.”
Andrew W.
Financial Services Executive
The Financial Advisor's Playbook:
Marketing Strategies for Stronger Life Insurance Sales
Financial advisory firms
• Quickly find and recommend the right coverage for your client's needs
• Supercharge your placement rates by offloading paperwork and scheduling to us
BGAs and IMOs
• Transform term life insurance from a cost center to a profit driver
• Free up your firms to focus on high-value efforts while we take care of the busy work
Independent home & auto insurance agencies
• Unlock term life for your clients by referring them to us — we'll take
care of the rest
• Seamlessly expand your product offering without the added
administrative burden
Community banks and credit unions
• Enable a simplified non-interest revenue stream with monthly payouts
• Engage and retain members with a competitive term life experience