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Policygenius, Influence companion to ease time period life achievement


The partnership will permit Influence’s community, which consists of greater than 200 constituent companies and a couple of,000 advisors, to save lots of time and power serving to shoppers safe time period life insurance coverage protection. The time financial savings will permit Influence to cut back its present prices of putting time period life protection whereas additionally capturing further alternative that advisors could have prevented as a result of onerous means of securing protection, the businesses stated. 

“We’re thrilled to have the ability to supply Policygenius Professional to Influence companions,” stated Clay Eschrich, senior vp of life and distribution at Influence. “Time period life protection has all the time been tough for advisors as a result of its time-intensiveness, and Policygenius Professional is the main answer for assuaging that ache level.”

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“Influence is a perfect companion for our Policygenius Professional platform,” stated Jennifer Fitzgerald, co-founder and CEO of Policygenius. “They’re an modern [field marketing organization] that experiences the precise ache level that Policygenius Professional is designed to unravel: serving to monetary advisors and unbiased brokers present important time period life protection for his or her shoppers, with out the complexities and time-consuming course of.

“The velocity with which Influence has applied Policygenius Professional and pushed adoption exhibits how dedicated they’re to raised serving their advisory community and finish shoppers.”

Policygenius Professional has helped companions minimize placement occasions by half, on common, and has diminished the common time an advisor spends on an software from 2.5 hours to 15-20 minutes.

“This isn’t only a means for us to dump time period life – we count on Policygenius Professional to assist us greater than double our time period manufacturing,” Eschrich stated. “Just by permitting companions to save lots of a lot time managing the logistics of getting their shoppers coated, they’ll be capable to concentrate on higher-value work and enhance their general profitability. We now really feel we’re able to make time period life a revenue middle moderately than a value middle.”

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