Better connections.
Clear expectations.
Interested in working with Insurance Genie? Tell us about your organization, the people you serve and the insurance needs you can help with. Start a conversation about a partnership that fits.
A useful partnership starts with a clear understanding of each organization’s role. We invite enquiries from brokerages, insurance providers and specialist service organizations. An enquiry starts a discussion; partnership scope, availability and terms are agreed separately.
Your expertise.
The people you can help.
Your organization
Share your legal and trading names, website, office locations and a contact person who can discuss the proposed relationship.
Your scope
Describe your services, provinces and insurance products. Insurance organizations should include the appropriate licensing and registration information.
Your priorities
Tell us the types of enquiries you can support, your available capacity and what would make a partnership useful for your team.
Agree the details.
Then build the connection.
Consumer experience
Discuss how a person would find your organization, who would respond to an enquiry and how your role would be explained clearly.
Privacy and permissions
Set out what information is needed, how it may be used and the appropriate consent and privacy terms before any information is shared.
Service responsibilities
Clarify contact points, response expectations, complaints handling and the boundaries between general information and insurance advice.
Commercial and technical scope
Review any proposed fees, reporting, forms or integrations individually. Ask which services are available and what would be involved in setting them up.
A simple first step.
Email your website, contact details and the kind of partnership you want to discuss.
Discuss your scope, service capacity and the needs of the people you support.
Agree responsibilities, permissions, availability and terms before any service or listing begins.
Partnership questions.
Who can enquire about a partnership?
Does sending an enquiry activate a partnership?
How are partnership fees and services agreed?
Should we email client information with our enquiry?
Become a partner.
Help people take their next step with confidence. Introduce your organization and tell us how your expertise could support the Insurance Genie community.
Who we welcome
- Brokerages and insurance providers: share your licensed territories, products and the clients you serve.
- Professional and service partners: tell us about your business expertise and services.
- Technology partners: introduce tools, platforms or integrations that could improve the customer experience.
What happens next
Send your introduction, discuss the fit with our team, then agree the scope and responsibilities. Any listing, referral arrangement, integration or commercial terms must be confirmed separately.
Read our partnership process →
Prefer to talk? Call (416) 508-7560.
From Insurance Genie
Recent policy purchases
Explore recent policy purchases shared through our participating insurance professionals.
Recent policies will appear here when the Insurance Genie CRM feed is connected.
