How Policygenius Pro works

Step 1

Refer your client and share your coverage recommendation.

Step 2

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

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

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

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

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.

Partner success advocate

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

“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