Policygenius partners with Impact
Policygenius has partnered with The Impact Partnership to bring Policygenius Pro to Impact’s network of financial advisors.
The move lets Impact’s network, which consists of over 200 constituent firms and 2,000 advisors, refer their clients to Policygenius to take them through the term life insurance process.
Founded in 2011, Impact Partnership describes itself as “not your standard insurance marketing organization,” offering advisors “creative marketing services” to help build their brand, generate leads, and manage their practice.
“We’re thrilled to be able to offer Policygenius Pro to Impact partners. Term life coverage has always been tricky for advisors due to its time-intensiveness, and Policygenius Pro is the leading solution for alleviating that pain point. This isn’t just a way for us to offload term life – we expect Policygenius Pro to help us more than double our term production. Simply by allowing partners to save so much time managing the logistics of getting their clients covered, they’ll be able to focus on higher-value work and increase their overall profitability. We now feel we’re in a position to make term life a profit center rather than a cost center.” – Clay Eschrich, Impact SVP of Life and Distribution.
“Impact is an ideal partner for our Policygenius Pro platform. They’re an innovative FMO that experiences the exact pain point that Policygenius Pro is designed to solve: helping financial advisors and independent agents provide essential term life coverage for their clients, without the complexities and time-consuming process. The speed with which Impact has implemented Policygenius Pro and driven adoption shows how committed they are to better serving their advisory network and end clients.” – Jennifer Fitzgerald, CEO and co-founder of Policygenius.