Our vision

Policygenius Pro leverages Policygenius’ award-winning product shelf, proprietary technology, and unique integrations with top carriers to streamline insurance coverage logistics for financial advisors, independent agents, community banks, credit unions, and more to get their clients the coverage they need.

About-new

"We founded Policygenius to simplify the process of getting financial protection for individuals. With Policygenius Pro, we're able to offer those advantages to independent agents, financial advisors, and their clients."

Jennifer Fitzgerald Policygenius co-founder and CEO

Press

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Press release: Impact partnership

June 24, 2022

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Press release: Launch

June 24, 2022

For inquiries, contact
Brooke Niemeyer

Associate Director of Media Relations
brooke.niemeyer@policygenius.com

“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

“We’ve developed a strong partnership with Policygenius and truly value their dedication to client experience. They’ve demonstrated great attention to detail and delivered innovative solutions that help our clients find the right coverage for their financial goals.”

Tyler S. Director of Strategic Initiatives

“Prior to partnering with Policygenius, we had considered discontinuing our life insurance offering. Now, we feel confident that the client is receiving a quality deliverable from beginning to end while our firm can continue focusing on their comprehensive financial planning needs.”

Kevin B Managing Partner & CFP

“We’re thrilled to have a situation where we can sell life insurance without being burdened by the backend support that needs to happen.”

Keith Wallace Partner

Have questions?

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