Policygenius and Impact Announce Partnership to Simplify and Streamline Term Life Insurance for Impact Advisors and Clients


Impact Partnership plans to leverage Policygenius Pro to enable its member companies to significantly reduce the time spent placing term life insurance coverage and increase overall profitability

NEW YORK, June 23, 2022 /PRNewswire/ — political genius and Impact Partnership today announced a joint partnership to bring the Policygenius Pro term life execution platform to Impact’s network of financial advisory and brokerage partners.


Policygenius Pro, which was announced earlier this year, is a turnkey partnership platform that helps advisors accelerate and streamline life insurance sales. Using this tool, advisors and agents can refer their clients to Policygenius to guide them through the process, from finalizing policy selection to initiating coverage.

This move saves Impact’s extensive partner network of more than 200 constituent companies and 2,000 advisors a great deal of time and effort helping clients obtain term life insurance coverage, while maintaining a superior customer experience. The time savings allow Impact to reduce its current costs of placing term life insurance coverage while capturing an additional opportunity that advisors may have missed due to the onerous process of helping clients obtain coverage. term life insurance. The partnership is one of many innovation partnerships Impact has formed, solidifying its position as a forward-thinking field marketing organization (FMO).

“We are delighted to be able to offer Policygenius Pro to Impact partners,” Eschrich clay, Impact SVP of Life and Distribution, said. “Term life insurance has always been tricky for advisors due to its time intensity, and Policygenius Pro is the leading solution to alleviate this pain point.”

With Policygenius Pro, Impact advisors have access to Policygenius’ wide variety of insurers, coverage types and policy options, including accelerated subscription offers exclusively available on the Policygenius platform. Partners also receive support from an expert team of more than 200 specialists dedicated to case management, underwriting and product support.

“Impact is an ideal partner for our Policygenius Pro platform,” Jennifer Fitzgerald, CEO and co-founder of Policygenius, said. “It’s an innovative FMO that knows the exact problem that Policygenius Pro is designed to solve: helping independent financial advisors and agents provide essential term life insurance coverage to their clients, without the complexities and The tedious process. The speed with which Impact has implemented Policygenius Pro and the adoption encouraged shows how committed they are to better serving their advisory network and end customers.”

To date, Policygenius Pro has helped partners cut average placement times in half and cut the average time an advisor spends on an application from 2.5 hours to 15-20 minutes.

“It’s not just a way for us to offload lifetime – we expect Policygenius Pro to help us more than double our production eventually,” Eschrich said. “Simply by allowing partners to save as much time in the logistics management of their customers’ coverage, they will be able to focus on work with higher added value and increase their overall profitability. We now believe we are in a position to make term living a profit center rather than a cost center.”

About Policygenius Pro

Policygenius Pro is a turnkey partnership platform that helps independent agents and financial advisors accelerate and streamline life insurance sales. With this program, Policygenius provides its one-stop-shop insurance solution to Financial Advisors, Independent Agents, Community Banks, Credit Unions, etc., with the goal of helping partners’ clients obtain insurance coverage. insurance they need. Partners have access to a wide variety of insurers, coverage types and policy options, including accelerated underwriting offers exclusively available on the Policygenius platform.

About Policygenius

political genius transforms the insurance journey of today’s consumer, providing a single platform where customers can compare options from top insurers, get unbiased expert advice, purchase policies and manage their insurance portfolio , in an integrated and seamless experience. Our proprietary technology platform integrates with leading life, disability, home and auto insurers and delivers an exceptional digital experience for consumers and insurers. Since 2014, our content, digital tools and experts have served as a resource to millions of people on their insurance journey, and we’ve sold more than $160 billion In front page.

To receive Policygenius announcements, send an e-mail [email protected]. For more information about Policygenius Pro, visit https://visit.policygenius.com/policygenius-pro/ or email [email protected].

For more information:
Brooke Niemeyer
Associate Director of Media Relations
[email protected]

About Impact

Founded in 2011, Impact Partnership has helped independent financial advisors become household names in their communities through strategic marketing and innovative products, so more Americans can retire well. Impact Partnership’s mission is to revolutionize the financial services industry and help transform the lives of their clients and the lives of those they serve.



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SOURCE Policygenius


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