Zinnia Partners with LPL Financial to Enhance Insurance Services
Strategic Partnership to Improve Insurance Fulfillment
Zinnia, an innovative leader in life and annuity insurance technology, has formed a new strategic relationship with LPL Financial. This partnership aims to streamline insurance fulfillment processes for the vast network of LPL’s financial advisors, enhancing accessibility and service quality for clients seeking life insurance.
Introducing the Policygenius Pro Platform
Through this alliance, LPL’s network, comprising over 23,000 financial advisors and numerous credit unions, will gain access to Policygenius Pro by Zinnia. This cutting-edge platform acts as a comprehensive solution, enabling advisors to efficiently find, recommend, and manage a multitude of life insurance options tailored to their clients' needs.
Efficiency in Service Delivery
The integration of Zinnia’s innovative quoting tools is set to revolutionize how LPL advisors conduct their business. By simplifying the life insurance application process, these tools will save valuable time, allowing advisors to focus on delivering exceptional customer service. LPL advisors will also benefit from dedicated support provided by licensed insurance agents from Policygenius, ensuring seamless assistance throughout the case management and underwriting stages.
Industry Perspectives on the Partnership
Tim Dona, SVP of Insurance at LPL, expressed his enthusiasm about the collaboration, stating, “Our goal is to help our financial professionals build a competitive business while serving their clients’ best interests. We are proud to partner with Zinnia, which is leading the charge in simplifying insurance for both agents and consumers. This partnership is a significant step toward enhancing the ease with which our advisors can serve their clients.”
Transforming the Futures of Financial Advisors
John Borley, Senior Director of Business Development at Zinnia, echoed this sentiment, remarking, “Our solution streamlines the fulfillment process for advisors and aligns with our vision to transform how life insurance is sourced and serviced. This collaboration with LPL Financial furthers our commitment to creating a modern and efficient insurance landscape.”
About Zinnia
As a subsidiary of Eldridge Industries, Zinnia is committed to transforming the insurance sector. By delivering comprehensive solutions that address industry challenges, Zinnia empowers both carriers and distributors. This approach ultimately aims to help more individuals gain access to the coverage they need with the exemplary service they deserve. Zinnia's substantial backing from KKR, a prominent global investment firm, further strengthens its capacity to drive industry innovation.
About LPL Financial
LPL Financial Holdings Inc. (NASDAQ: LPLA) operates under the foundational belief that it should serve advisors and institutions, not the other way around. Currently a leading force in the financial services market, LPL supports over 23,000 financial advisors and approximately 580 registered investment advisory firms nationwide. The firm is dedicated to ensuring that financial professionals can serve their clients effectively, providing the flexibility necessary to choose unique business models and resources.
Frequently Asked Questions
What is the purpose of the partnership between Zinnia and LPL Financial?
The partnership aims to streamline the insurance fulfillment process for LPL's network of financial advisors, enabling them to better serve their clients with efficient life insurance options.
How does Policygenius Pro by Zinnia help financial advisors?
The platform provides unique quoting tools and support from licensed insurance agents, making the application process more efficient and improving overall client experiences.
Who benefits from this partnership?
Over 23,000 financial advisors in LPL's network will benefit, as well as their clients seeking life insurance, ensuring better service and faster fulfillment.
What is Zinnia's mission?
Zinnia focuses on simplifying insurance processes, providing comprehensive solutions that allow carriers and distributors to effectively build and service insurance, fostering better access for consumers.
What does LPL Financial stand for?
LPL Financial believes in supporting advisors and institutions to give clients personalized financial advice, emphasizing independence and flexibility in financial services.
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