Policygenius partners with CBIZ

Policygenius and CBIZ announced a partnership to bring Policygenius Pro to CBIZ’s network of insurance professionals.

The partnership is initially rolled out to CBIZ advisors who have each been equipped with unique landing pages and engagement tools to launch into life insurance conversations with their clients.

CBIZ has over 100 offices and 6k team members, and it delivers a variety of financial services to organizations and individuals.

“Policygenius Pro gives us a way to both expand and streamline our term life production. We trust Policygenius Pro to provide top-tier service to our clients while also empowering our agents to have more thorough and holistic conversations about life insurance.” – Anne Long, RICP and president of Life Insurance Solutions at CBIZ.

“Advisors often shy away from placing term life coverage for their clients because it can be so time- and cost-intensive. CBIZ is different. They’ve made it their mission to provide both robust and personalized financial guidance for their clients, including the right life insurance coverage. We’re thrilled to be able to partner with such a forward-thinking organization that values the customer experience and trusts us to be the life insurance fulfillment partner for their customers.” – Jennifer Fitzgerald, CEO and co-founder of Policygenius.