“Partnering with Policygenius Pro has added speed and efficiency to our term life insurance fulfillment process,” David Henry, EVP of Life Insurance at FIG, said. Partnering with FIG enables Policygenius Pro to tap into FIG’s large partner ecosystem and continue to gather learnings from advisor interactions. This partnership represents a significant opportunity for FIG to offload the backend work of term life insurance fulfillment, while offering their network of partners an efficient and streamlined tool to easily compare quotes and coverage options for clients. Not only does this improve the experience for clients, but simplifies the process for advisors, as Policygenius Pro offers a multi-carrier platform and a seamless application process. With this tool, FIG advisors can refer their clients to Policygenius for an unmatched experience from end-to-end. Policygenius Pro is a turnkey platform that helps advisors accelerate, streamline, and increase life insurance sales. NEW YORK, ApPolicygenius and Financial Independence Group (FIG) announced today a partnership to improve advisor and client experience by leveraging Policygenius Pro’s term life insurance fulfillment platform as a part of FIG’s new Fulfillment Insurance Team™ (FIT).
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |