Insurance Sales Platform
Maximize revenue while we handle the rest
Little items can take a lot of time
In today’s competitive market, agents often spend more time on administrative tasks than on building client relationships and growing their business. Complex applications, time-consuming case management, and lengthy underwriting processes can delay commissions and frustrate clients. With rising customer expectations, a streamlined, full-service sales solution is essential for sustainable growth.
Future growth requires efficiency
Managing applications, navigating underwriting complexities, and staying on top of administrative tasks can be overwhelming. Lengthy processing times, rework, and keeping clients informed can hinder growth. Looking ahead, agents must deliver faster, seamless experiences to meet client expectations without sacrificing productivity.
Let us take it after the close
Policygenius Pro streamlines the insurance sales process by managing all post-referral tasks, from application to policy issuance, allowing agents to focus on building client relationships. Policygenius Pro’s expert team handles the entire backend process, saving agents 85-90% of the time compared to traditional methods.
Key features
Complete Backend Support
Expert team handles everything post-referral, from finding coverage to policy issuance
Multiple Submission Options
Flexible referral paths including simple drop tickets, direct platform quotes, or unique referral links
Real-Time Visibility
Case status dashboard provides instant updates on client applications throughout the process
Comprehensive Product Range
Access to fully underwritten term life, no-exam accelerated underwriting, final expense, and guaranteed universal life
Marketing Support
Co-branded social media ads, QR-code-enabled referral paths, videos, and more
Carrier Integration
Select co-broker of record opportunities with carriers for enhanced client service-
Ready to transform your insurance sales process?
Connect with our team to discover how Policygenius Pro can help you grow your business while we handle the details
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