How Policygenius Pro works

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Step 1

Refer your client and share your coverage recommendation.

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Step 2

We help your client find the right insurance for their needs.

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Step3

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
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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
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Final expense insurance
  • Coverage amounts up to $40K
  • Standard and graded rate classes
  • Options for ages 45-85
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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.

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Sales agent

Our fully licensed sales agents consult with your client to understand their coverage needs, learn their health history, and explore their policy options.

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Case manager

From the medical exam to chasing down APS requests, our expert case managers support your client’s application until the policy is active.

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Partner success advocate

No call centers or labyrinths of automated menus: Your success advocate is a dedicated resource if you have questions or concerns.

Coverage from top carriers, including...

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Group
...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

“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

Ready to learn more?

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