"Policygenius Pro gives us a way to both expand and streamline our term life production," Anne Long, RICP and President of Life Insurance Solutions at CBIZ, said. This ultimately provides clients with the best service possible, while also helping CBIZ save time and make their term life production more profitable. CBIZ plans to harness Policygenius' award-winning services for term life cases that are a great match for these services, enabling them to better focus on other goals. This partnership enables CBIZ to expand its term life insurance offerings by giving their clients access to Policygenius' wide variety of insurers and policy options, including accelerated underwriting offerings exclusively available on the Policygenius platform. With this tool, advisors can refer their clients to Policygenius to take them through the process, from finalizing policy selection to placing coverage in-force. Policygenius Pro is a turnkey partnerships platform that helps advisors accelerate and streamline life insurance sales. 3, 2022 /PRNewswire/ - Policygenius and CBIZ announced today a partnership to bring Policygenius Pro, a term life fulfillment platform, to CBIZ's extensive network of insurance professionals.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |