In today’s competitive market, agents often spend more time on administrative tasks than on building client relationships and growing their business. Complex applications, time-consuming case management, and lengthy underwriting processes can delay commissions and frustrate clients. With rising customer expectations, a streamlined, full-service sales solution is essential for sustainable growth.
Managing applications, navigating underwriting complexities, and staying on top of administrative tasks can be overwhelming. Lengthy processing times, rework, and keeping clients informed can hinder growth. Looking ahead, agents must deliver faster, seamless experiences to meet client expectations without sacrificing productivity.
Policygenius Pro streamlines the insurance sales process by managing all post-referral tasks, from application to policy issuance, allowing agents to focus on building client relationships. Policygenius Pro’s expert team handles the entire backend process, saving agents 85-90% of the time compared to traditional methods.
Expert team handles everything post-referral, from finding coverage to policy issuance
Flexible referral paths including simple drop tickets, direct platform quotes, or unique referral links
Case status dashboard provides instant updates on client applications throughout the process
Access to fully underwritten term life, no-exam accelerated underwriting, final expense, and guaranteed universal life
Co-branded social media ads, QR-code-enabled referral paths, videos, and more
Select co-broker of record opportunities with carriers for enhanced client service-
Connect with our team to discover how Policygenius Pro can help you grow your business while we handle the details
