Redefining the Future of Insurance.
Finaeo is powering the future of life and health insurance with our all-in-one platform. Our digital marketplace connects carriers, brokers and clients through a fully-integrated experience.
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Simplify your sales process in four easy steps.
Our marketplace provides brokers with direct access to carrier products to accelerate quoting, underwriting and binding of policies in real-time.
Digital Client On-boarding
Earn customer trust through efficient on-boarding. Use our digital fact finder to seamlessly collect client data while offering a personalized on-boarding experience.
Intelligent Product Recommendation
Access top-tier carriers all on one platform. Our recommendation engine analyzes client data to help you source and compare the best products in a fraction of the time.
Instant Quote Generation
After you’ve found the right product, quotes are generated instantly. No paperwork required here – quotes are customized for each client and shared through the click of a button.
Digital Application & Payment
Reduce the time it takes to get your client across the line. Application forms are centralized and auto-populated with client information to make policy fulfillment efficient and paper-free!
Access products from top insurance carriers.
Integrating with Finaeo streamlines distribution and delivers your products to clients, faster.
Digitize
- Help brokers discover and position your products
- Manufacture and deploy new products to market
- Automate field underwriting and risk assessment
Distribute
- Reduce distribution costs and increase sales volume
- Minimize risk with our compliant operating system
- Accelerate distribution through our network of broker agencies and IMOs
Analyze
- Leverage data to assess individual needs and risk profiles
- Gain a deeper understanding of client purchase patterns
- Track the performance of your products in real-time and optimize for success
We’ve partnered with leading broker agencies and IMOs to support the distribution of your products.
Customer Testimonials
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Welcome to the Future of Insurance
Find out how Finaeo can help you strengthen client relationships and grow your business.
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