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Policygenius, Affect associate to ease time period life success


The partnership will permit Affect’s community, which consists of greater than 200 constituent companies and a couple of,000 advisors, to avoid wasting time and vitality serving to purchasers safe time period life insurance coverage protection. The time financial savings will permit Affect to scale back its present prices of inserting time period life protection whereas additionally capturing extra alternative that advisors might have averted because of the onerous technique of securing protection, the businesses mentioned. 

“We’re thrilled to have the ability to provide Policygenius Professional to Affect companions,” mentioned Clay Eschrich, senior vp of life and distribution at Affect. “Time period life protection has at all times been tough for advisors resulting from its time-intensiveness, and Policygenius Professional is the main resolution for assuaging that ache level.”

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

“The pace with which Affect has applied Policygenius Professional and pushed adoption exhibits how dedicated they’re to higher serving their advisory community and finish purchasers.”

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

“This isn’t only a approach for us to dump time period life – we anticipate Policygenius Professional to assist us greater than double our time period manufacturing,” Eschrich mentioned. “Just by permitting companions to avoid wasting a lot time managing the logistics of getting their purchasers lined, they’ll be capable of concentrate on higher-value work and improve their total profitability. We now really feel we’re able to make time period life a revenue heart relatively than a value heart.”



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