Genie helps you protect your clients properly, without slowing you down.
Even when you advise about Trusts, most clients struggle with it and almost all never complete one.
Your Compliance Department is right – that’s a risk to your clients, your reputation and your business.
Genie gives your clients an effortless digital journey to set up the right Trust, no paperwork, no confusion, and no back-and-forth.
You stay focused on advice. Genie takes care of the Trust.
Choose the model that fits you:
The Genie process, along with its Trust and digital signature system, is widely accepted and seamlessly integrated by the majority of the UK’s leading life insurers.
Whether you’re an adviser, broker, network, or life office, we’d love to talk to you about how Genie works.
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“Genie’s ability to understand the issues faced by clients, the challenges for brokers, and the expectations of insurers, and then build digital solutions that genuinely serve all three, is nothing short of breathtaking.
They’ve made a huge difference to how we handle Trusts at LifeSearch. I believe they’re going to revolutionise this part of the industry, and I look forward to continuing to work with this innovative bunch.”