Policygenius and Barnum Financial Group Announce Expanded Partnership to Bring Term Life Insurance Fulfillment Platform to Hundreds of Advisors, Thousands of Clients

Policygenius and Barnum Financial Group, in conjunction with Risk and Insurance Associates (RIA), announced today an expanded partnership to bring term life fulfillment platform Policygenius Pro to Barnum’s entire robust network of financial advisors.

Policygenius Pro is a turnkey partnerships platform that helps advisors accelerate and streamline life insurance sales. With this tool, advisors and agents can refer their clients to Policygenius to take them through the entire life insurance placement process, from finalizing policy selection to placing coverage in-force.

Barnum and RIA were early adopters of the Policygenius Pro platform, running a successful pilot program and then scaling access to hundreds of their advisors. Barnum and RIA’s robust engagement in this pilot helped the Policygenius Pro team develop even stronger experiences for advisors and clients, like seamless client handoff processes and follow-up communications.

The expanded partnership represents Barnum’s ongoing investment in driving efficiency for their advisors. The Policygenius Pro’s dynamic platform and expansive carrier shelf allows Barnum advisors to focus even greater time and attention on providing their clients with holistic financial guidance.

“The Policygenius Pro platform is precisely the partnership we needed to help us scale our firm and our advisors’ practices efficiently,” Stefano Martini, Chief Technology Officer at Barnum, said. “Our advisors can refer clients in minutes and trust that an experienced Policygenius Pro agent will reach out and help guide their clients through the application process. Making sure clients are taken care of is our number one priority, and Policygenius Pro has allowed us to expand our ability to cater to the clients’ diverse needs.”

With Policygenius Pro, Barnum advisors receive access to Policygenius’ wide variety of insurers, coverage types, and policy options, including accelerated underwriting offerings exclusively available on the Policygenius platform. Partners also receive support from an expert staff of 200+ dedicated specialists for case management, underwriting, and product support.

“Barnum has played a crucial part in helping us solidify our roadmap for Policygenius Pro,” Jennifer Fitzgerald, CEO and co-founder of Policygenius, said. “Their early adoption and feedback, coupled with their innovative business goals and consistent use of our platform, highlights how committed they are to improving their advisor and client experiences.”

To date, Policygenius Pro has helped partners cut placement times by half, on average, and reduced the average time an advisor spends on an application from 2.5 hours to 15-20 minutes.