Hi! We’re Policygenius

Step 1: Tell us about the client

Mortgage lenders use the form on our website to tell us the client's name, email address, loan number, and closing date.

Step 2: We introduce ourselves

We reach out to the client via email with the link to get their personalized quotes.

Step 3: The client buys a policy

We assist at every step to ensure the client finds their best policy fit at the most competitive price.

Step 4: We send you the paperwork

Once things are finalized, we email you the EOI and other policy documents to add to the client's loan file.