UNITRUST FINANCIAL GROUP UNVEILS EXCLUSIVE CLIENT PORTAL
MyPolicyInfo offers unparalleled transparency and protection for
clients and agency professionals alike.
YULEE, FL (March 12, 2025)—UniTrust Financial Group, powered by InsuraTec, recently launched MyPolicyInfo, a revolutionary client portal that offers both clients and agents a level of security unavailable anywhere else.
Developed by InsuraTec and available only through UniTrust, MyPolicyInfo allows consumers to easily view all policies–both active and pending–in one convenient location, making accessing coverage details quick and efficient. Clients can also view the status of submitted policies that are pending approval, and view and download policy disclosures and other documents with just a few clicks. While many carriers offer online profiles for their clients, UniTrust is the only insurance IMO that combines all policies from multiple carriers on the same platform.
During the insurance application process, a login will be autogenerated, allowing clients to instantly review policy disclosures and other important details while still in direct contact with their agent. The profile also includes contact information for both the agent and the agent’s manager, adding an additional layer of accessibility and accountability.
“UniTrust is committed to doing the right thing for our clients and their families, not just 99 percent of the time, but 100 percent of the time,” said UniTrust founder and CEO Pete Beckman. “Unfortunately, our industry can attract some bad actors that build their business based on confusion and half-truths. MyPolicyInfo is designed to help every one of our clients feel completely confident in all of the decisions they make with UniTrust, and is one more example of how we are living out our core values of transparency and accountability.”
MyPolicyInfo is the latest addition to a suite of proprietary technology tools available to UniTrust industry professionals that are revolutionizing the way consumers shop for and purchase life insurance. With a broad range of products from industry leaders including Mutual of Omaha, John Hancock, Foresters Financial, and many more, UniTrust clients can find affordable coverage for services including term life, mortgage protection, permanent life, final expense, disability and critical illness, and retirement solutions.
ABOUT UNITRUST FINANCIAL GROUP
UniTrust Financial Group offers a modern approach to the traditional process of shopping for and purchasing life insurance. Leveraging state-of-the-art technology and a full range of proprietary, fully digital insurance products, UniTrust simplifies the insurance process for industry professionals and their clients. Built on a foundation of core values that include transparency, innovation, and accountability, Unitrust endeavors to create a seamless experience from quote to underwriting to policy placement. Learn more at www.unitrustlife.com.
MEDIA INQUIRIES
Email: press@insuratec.org
Beth Clayton
317-407-2921
