Life and annuity firm Zinnia has teamed up with LPL Financial to provide its 23,000 advisers a simplified way to find, recommend, fulfill, and service life insurance for their clients.
By leveraging these unique quoting tools from Zinnia along with its built-in referral processes, LPL advisers can cut down on time spent on life insurance applications and cut placement times, while providing their clients top-tier customer service.
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In addition, LPL advisers will receive support from a team of expert licensed insurance agents from Policygenius for case management, underwriting, and product support.
Policygenius Pro by Zinnia is a turnkey insurance platform that will help LPL’s network of financial advisers and credit unions accelerate life insurance sales and enable their clients to access the wide variety of insurers, coverage types, and policy options.
“Our goal is to help our financial professionals build a competitive business while serving their clients’ best interests and we’re proud to work with Zinnia, which is paving the way in simplifying insurance for agents and consumers,” Tim Dona, SVP of Insurance at LPL, said.
“Life insurance is a necessary component of any client’s financial plan, but the fragmented nature of the industry makes it challenging for our advisors to provide a smooth client experience in a timely manner. Aligning with Policygenius Pro is a huge step in the right direction to helping our advisers spend less time chasing administrative requirements and more time helping American families with their goal of achieving financial security.”
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By GlobalData“Our solution simplifies the fulfillment process for advisers and is central to our vision to transform how advisers find, recommend, fulfill, and service life insurance for their clients,” John Borley, senior director of business development at Zinnia, added. “We’re excited to align with such an innovative institution that believes in our vision of building the modern rails of the insurance industry.”
