Welcome to the official LinkedIn page for Policygenius Pro! ?? Policygenius Pro is a turnkey life insurance fulfillment platform that streamlines the process to get your clients the coverage they need. With Policygenius Pro, you can easily calculate quotes from the country’s top insurers and leave it to our team of licensed experts to get your clients the financial protection they need. We work with professionals across the financial services industry including independent agents, financial advisors, banks, credit unions, BGAs, and IMOs. Follow us for the latest updates on our platform and partnerships! Interested in learning more? Check out our?website! https://lnkd.in/eh9fiX9d
Policygenius Pro
保险业
A turnkey life insurance fulfillment platform that streamlines the process to get your clients the coverage they need.
关于我们
Policygenius Pro leverages Policygenius’ award-winning product shelf, proprietary technology, and unique integrations with top carriers to streamline insurance coverage logistics for financial advisors, independent agents, community banks, credit unions, and more to get their clients the coverage they need.
- 网站
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https://pro.policygenius.com/
Policygenius Pro的外部链接
- 所属行业
- 保险业
- 规模
- 201-500 人
- 领域
- insurance、life insurance、term life insurance和partnerships
动态
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We had a great time sharing our genius at LPL Financial's Focus Conference last week! We're thrilled to partner with LPL Financial to offer our platform to all of their advisors starting in September. Thank you to the amazing team at LPL for all their support in making this partnership a success. #discoveryourgeniuswithpolicygenius
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We had a great time sharing our genius at LPL Financial's Focus Conference last week! We're thrilled to partner with LPL Financial to offer our platform to all of their advisors starting in September. Thank you to the amazing team at LPL for all their support in making this partnership a success. #discoveryourgeniuswithpolicygenius
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Thank you to 49 Financial for having us at their recent Summit Conference in Austin, TX! We had a great time meeting advisors and explaining how Policygenius Pro can help them and their clients with insurance planning and fulfillment. Big thank you to Nicole Macaluso, Amber Allen, and Jacob Villarreal for all their support and we look forward to a fruitful partnership!
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We were thrilled to attend Leavitt Group's?Partners Conference in beautiful Salt Lake City, UT earlier this month. Big thank you to Leavitt Life for their partnership and help in bringing our term life insurance solution to more Leavitt firms across the country. Looking forward to joining this amazing group again next year!
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Had a great time joining our Lincoln Investment partners on the golf course at this year’s Junior Achievement of New Jersey Spring Golf Outing! Kevin Scheck - Lincoln Investment, Director of Marketing and Communications Ben Comer, CFP? - Lincoln Investment, Insurance Product Leader Charles Towson, CLU? - Policygenius Pro, Business Development Manager Mario DiLisciandro, AIF? - Lincoln Investment, Financial Advisor
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Thrilled to have our Senior Director?John Borley?joining Lenders One Mortgage Cooperative’s upcoming member event to discuss our partnership and how it can help members and their clients have a better home insurance experience!
?? We say it everyday at L1: Membership Matters! As a Lenders One member, you and your company are entitled to a multitude of benefits. We invite you to learn how to make these benefits work for you in our complimentary webinar,?Make the Most of Your Lenders One Membership,?on Thursday, June 20, 2024?at 2:00 PM ET. Register today: https://lnkd.in/eE3rTDCv Join?Tricia Migliazzo, SVP of Origination Sales, and a panel of special guests to review our new and latest member benefits and initiatives?developed to support our mission to help members maximize revenue, reduce costs and improve decision making. This includes L1 Insurance, L1 Flood and our new Member Networking Sessions, starting next week! Below is this month’s agenda and the speakers that will join Tricia to talk about our new product offerings: ? Welcome New 2024 Members? ? New Member Networking Sessions ? Upcoming Events ? L1?Insurance with John Borley, Senior Director, Strategic Partnerships and Business Development, at Policygenius ? L1 Flood with Jerry Jones, President at Western Technologies Group LLC and Kristen Ortega, Professional, Product Analysis, at CoreLogic ?? Current and prospective members are invited to attend.?Register today! #WeAreL1 #L1membershipmatters #membershipmatters #mortgagelenders #communitybanks #LendersOne #L1Flood #L1Insurance #L1Summit24 #mortgagebankers Denise Passaretti Krista Sabol, MAEd
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Sarah Marriott?and?Charles Towson, CLU??had a great time meeting our future colleagues,?Mark Merritt?and?Nathan Thompson, CLU?, CBC?, from Ebix at #BISA2024! Thank you to everyone who stopped by our booth and we look forward to continuing to connect with you over the next few weeks!
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Thrilled to be exhibiting at?Carolinas Credit Union League's?Carolinas LAUNCH conference this week to introduce our end-to-end life and home & auto insurance solution to credit unions in North and South Carolina. Thank you for having us and we look forward to connecting with your members!
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