List of Zinnia Policygenius Pro Customers
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United States
Since 2010, our global team of researchers has been studying Zinnia Policygenius Pro customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Zinnia Policygenius Pro for Sales Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Zinnia Policygenius Pro for Sales Automation include: LPL Financial, a United States based Insurance organisation with 8400 employees and revenues of $10.05 billion, Facet Wealth, a United States based Insurance organisation with 300 employees and revenues of $35.0 million, Rice Insurance, a United States based Insurance organisation with 100 employees and revenues of $15.0 million, The Legend Group, a United States based Insurance organisation with 15 employees and revenues of $2.0 million, BayBridge Capital Group, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Zinnia Policygenius Pro, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Zinnia Policygenius Pro customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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BayBridge Capital Group | Insurance | 10 | $1M | United States | Zinnia Tech Solutions | Zinnia Policygenius Pro | Sales Automation | 2023 | n/a |
In 2023, BayBridge Capital Group implemented Zinnia Policygenius Pro to automate its life insurance client workflows, aligning Zinnia Policygenius Pro with the firm’s Sales Automation needs within its advisory practice. The deployment focused on preserving advisor client relationships while shifting routine administrative tasks into the platform, enabling advisors to keep client-facing control over recommendations and approvals.
Configuration emphasized workflow automation common to Sales Automation, including structured client intake, automated application processing, document generation and status tracking, and task orchestration with advisor review checkpoints. The system was configured to produce a consistent client deliverable across the life insurance process and to reduce manual administrative steps that previously consumed advisor time.
Operational coverage centered on the firm’s financial planning team managing life insurance cases from prospect intake through policy delivery, with governance defined around advisor oversight and handoff protocols to ensure the firm retained responsibility for client relationships. According to the firm’s report, the implementation removed much of the administrative burden, increased confidence that clients receive a quality deliverable from beginning to end, and allowed BayBridge Capital Group to refocus on comprehensive financial planning needs.
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Facet Wealth | Insurance | 300 | $35M | United States | Zinnia Tech Solutions | Zinnia Policygenius Pro | Sales Automation | 2023 | n/a |
In 2023, Facet Wealth implemented Zinnia Policygenius Pro from Zinnia Tech Solutions as a Sales Automation solution to support its insurance sales and client advisory functions. Facet Wealth noted a strong partnership with Policygenius and emphasized the vendor's dedication to client experience as a key factor in the deployment.
The Zinnia Policygenius Pro deployment centered on Sales Automation capabilities including lead and opportunity management, quote and proposal generation, policy recommendation workflows, and sales workflow orchestration to standardize advisor interactions. Configurations emphasized client facing proposal templates, automated quote comparison logic, and rules based recommendation flows to align coverage options with client financial goals.
Operational coverage targeted sales and client advisory teams, with governance focused on aligning advisor procedures with operational controls and on training to operationalize the new Sales Automation workflows. Facet leadership stated that Zinnia Policygenius Pro helps clients find the right coverage for their financial goals, a point highlighted by Tyler Schroeder at Facet Wealth.
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LPL Financial | Insurance | 8400 | $10.1B | United States | Zinnia Tech Solutions | Zinnia Policygenius Pro | Sales Automation | 2024 | n/a |
In 2024, LPL Financial deployed Zinnia Policygenius Pro, a Sales Automation application provided by Zinnia Tech Solutions, to streamline life insurance sourcing and fulfillment across its network of more than 23,000 financial advisors and affiliated credit unions. The engagement makes the Zinnia Marketplace of insurers, coverage types, and policy options accessible inside LPL advisor workflows, positioning Zinnia Policygenius Pro as a turnkey platform for advisors to find, recommend, fulfill, and service life insurance for clients.
Zinnia Policygenius Pro was implemented with core functional modules including quoting tools, built-in referral processes, case management and underwriting support, and product support workflows staffed by licensed insurance agents. The deployment emphasizes automation of application and placement processes consistent with Sales Automation capabilities, and it embeds quoting and referral orchestration into advisor-facing workflows to reduce administrative touch points and speed case handling.
Operationally the rollout targets insurance sales and servicing functions within LPL’s advisor channel and credit union relationships, aligning business functions for recommendation, fulfillment, underwriting liaison, and client servicing. Governance changes focus on referral and case management process standardization to centralize support and reduce advisor administrative burden. The public announcement states that advisors using Zinnia Policygenius Pro can cut down time spent on life insurance applications and shorten placement times while receiving expert case management and underwriting support.
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Insurance | 100 | $15M | United States | Zinnia Tech Solutions | Zinnia Policygenius Pro | Sales Automation | 2023 | n/a |
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Insurance | 15 | $2M | United States | Zinnia Tech Solutions | Zinnia Policygenius Pro | Sales Automation | 2023 | n/a |
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