Policygenius Pro is a turnkey partnerships platform that helps advisors accelerate and streamline life insurance sales. The company’s platform allows advisors and agents to refer their clients to Policygenius to take them through the entire life insurance placement process.
Barnum and RIA were early adopters of the Policygenius Pro platform, running a successful pilot programme and then scaling access to hundreds of their advisors.
The expanded partnership, according to Policygenius, represents Barnum’s ongoing investment in driving efficiency for their advisors.
With Policygenius Pro, Barnum advisors receive access to Policygenius’ wide variety of insurers, coverage types, and policy options, including accelerated underwriting offerings exclusively available on the Policygenius platform.
To date, Policygenius said Policygenius Pro has helped partners cut placement times by half, on average, and reduced the average time an advisor spends on an application from 2.5 hours to 15-20 minutes.
Stefano Martini, chief technology officer at Barnum, said, “The Policygenius Pro platform is precisely the partnership we needed to help us scale our firm and our advisors’ practices efficiently.
“Our advisors can refer clients in minutes and trust that an experienced Policygenius Pro agent will reach out and help guide their clients through the application process. Making sure clients are taken care of is our number one priority, and Policygenius Pro has allowed us to expand our ability to cater to the clients’ diverse needs.”
Earlier this year, Policygenius partnered with Impact Partnership, to simplify and streamline term life insurance for Impact’s advisors and clients.
Policygenius, a platform for comparing and buying insurance, also recently partnered with Facet Wealth, a FinTech company offering unbiased, personalised advice that “integrates into every facet of life.”
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