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.Sign Up
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.
- Help brokers discover and position your products
- Manufacture and deploy new products to market
- Automate field underwriting and risk assessment
- Reduce distribution costs and increase sales volume
- Minimize risk with our compliant operating system
- Accelerate distribution through our network of broker agencies and IMOs
- 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.
If you're not with Finaeo, you could be missing critical steps in the client onboarding process. THANK YOU Finaeo for making life as an advisor that much easier.
It's really about shifting away from a thousand pieces of paper on your desk and 5000 things in your brain and a whole bunch of things written in your notebook and centralizing all client information in Finaeo.
Finaeo has simplified our sales activities, allowing us to track client tasks while managing our team, in a single technology enabled environment.
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