history hero

Our History

How We Got To Where We’re Going.

Innovation never happens overnight and it never ends.
Take a trip backwards in time to see how we’re constantly moving forward.

Group 27595
history hero

Our History

How We Got To Where We’re Going.

Innovation never happens overnight and it never ends.
Take a trip backward in time to see how we’re constantly moving forward.

Group 27595


Zinnia acquires Policygenius, America’s leading online insurance marketplace. By combining Policygenius’ relentless consumer focus with our enterprise tech solutions, we unlock a new approach to insurance that streamlines every step — from search and discovery through fulfillment and policy administration — for consumers, advisors, and insurers alike.

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zinnia people

We chart a course toward our goal of transforming the insurance product lifecycle for insurers and advisors by acquiring Breathe Life, an enterprise SaaS provider and innovator of Hybrid Origination for life insurance and annuities.

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We lead the way with cutting-edge distributed ledger and smart contract technologies.


  • Convergent Financial Technologies comes aboard to complement our offerings with UV Cloud®, an industry-leading pricing and trading platform.
  • We’re named Most Innovative Company of the Year at the Stevie Awards, and we’re recognized as a leader in Nelson Hall’s NEAT Evaluation 2020: Life, Annuities & Pensions BPS.



We begin to reimagine the selling and servicing of insurance policies with the launch of our integrated digital engagement solution.

The awards don’t stop

SVUS logo

We take home 13 more at the
Annual 2019 SVUS Awards®


Applauded as a “Top 20 Most
Promising Insurance Technology
Solution Providers”
by CIOReview

golden bridge award

We won “Best Product Service,
Solutions & Innovations of the Year”

2019 at Golden Bridge Award

2019 Globee Gold transparent

We are the Gold Winner for “Platform-
as-a-Service: Information Technology”
at 2019 Globe Awards.


2018 graphics 2
  • Growth continues to accelerate. Our client base exceeds $100+ billion in AUM.
  • Awards are piling up. We’re named the “Most Innovative Insurance Business Process as a Service Provider of 2018” by CV Magazine Technology Innovator Awards.
2018 graphics
Frame 1
  • We extend our capabilities into customer engagement with the acquisition of Life.io, a gamification and personalization technology platform.
  • Recognized as one of the “Most Innovative FinTech Solution Providers for 2018” by Insights Success.


2017 graphics
  • The first digital SaaS for life insurers, a no-touch end-to-end life insurance as a service solution, is launched with great success.
  • We innovate the first-of-its-kind digital platform to transform insurers’ ability to go to market with new products and expand how they define customer experience.
  • We’re proud to be named one of the “20 Most Promising Insurance Technology Solution Providers” by CIOReview and an Industry Visionary by Gartner.


We continue to make significant capital investments into strengthening and stabilizing our infrastructure and platform.

2014 grapics


We surpass $20B in premiums.


We pioneer consumption-based digital solutions such as: Software-as-a-Service, Platform-as-a-Service and Business Process-as-a-Service.

We add over 150,000 new business policies to our platform.



Innovation explodes.
We create 30+ new products in 2 years.

business surges

Year-over-year growth in new business surges 65%.


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  • We innovate the first TPA as a SaaS model platform only.
  • We successfully launch our first Fixed Index Annuity.
  • We develop Enhanced Life Insurance Policy Administration Technology and Outsourcing Services to industry acclaim.


Fund Management is introduced as stand-alone point solution for separate account pricing and trading.


2009 frame
2009 graphics
  • Growth triples – 330% to be exact – in only 4 years.
  • We are now processing 1.3 million policies and have $40 billion in assets under administration.
  • We launch 403b Connect to consolidate reporting in response to new regulatory requirements.
2009 frame


Our TPA business takes root as SE2, a distributed ecosystem with the most innovative business processing and administration to ever serve the life and annuity market.

Timeline Zinnia Launch Day 1
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