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Connecting Insurance Carriers, Brokers, and Clients

Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.

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Brokers Carriers

Finaeo Empowers Independent Life and Health Insurance Agents with Cutting-Edge Technology

Access top-tier carriers, run product comparisons, generate quotes instantly, and take clients from prospect to policy on our digital marketplace.
Fully available on mobile, tablet and desktop.

Marketplace

Product Comparison

Run an in-depth comprehensive comparison of hundreds of products.

Quotes 

Go beyond price and compare features, suitability, eligibility and more to create client-friendly comparisons.

Placing a Policy 

Start the checkout process on our platform.
* available with a limited selection of carriers

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Try it Out

Client Portal with your Custom Branding

Digital Onboarding 

Be ready for the next generation of insurance buyers, onboard customers digitally. 

Custom Financial Needs Assessment  

Leverage custom FNAs, choose between using a standard Financial Needs Assessment template or building  your custom FNAs to save as templates for future use.

Share Documents Securely

Documents uploaded by a client are automatically shared with you directly in your Finaeo contact manager.

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Try it Out

Customer Management

Contact Management

Easily manage your contacts with Finaeo. Import your existing contacts without having to re-enter them. 

Notes 

Create and share notes compliantly. Keep track of all relevant client information.

Document Storage 

Securely manage all your compliance documents in one place, as part of your digital toolkit.  

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Try it Out

Access products from top insurance carriers.

Brokers Carriers

Finaeo Empowers Carriers to Streamline Distribution and Deliver their Products Faster

Leverage a complete no-code toolkit to digitize products, configure applications, and launch custom workflows directly into Finaeo’s marketplace. This dramatically speeds up the launch process without the need for bulky APIs.

Digitize your Products

  • Help brokers discover your products. 
  • Easily launch new products on our marketplace.
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Book a call

Lower Cost and Increase Efficiency

  • Easily create new application forms with the Finaeo integrations.
  • Reduce distribution costs and increase sales volume.
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Book a call

Advertise on Finaeo Marketplace

  • Add information about your company, products, news, and current promotions to your Carrier Landing Page. 
  • Promote your products inside the Finaeo app.
  • Leverage another competitive advantage with off-platform marketing programs, such as joint webinars, email blasts, and content marketing.
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Book a call

We’ve partnered with leading broker agencies and IMOs to support the distribution of your products.

Why our Customers Love Finaeo

I love Finaeo because as a broker we are always looking for the most competitive product, and to the best of my knowledge, Finaeo does the Life Rating System better than anyone else I have seen. WAY BETTER! Literally my first 3 quotes all came back better with Finaeo, and I work with 3 different brokerages prior to Finaeo.

Matthew Runyan

Insurance Broker, Medicare

Finaeo is truly powering the future of the life insurance marketplace and helping our brokers increase efficiency and take clients seamlessly from prospect-to-policy. We will be encouraging all our advisors to utilize the Finaeo Digital marketplace. Thank You Finaeo for being Truly Awesome!

Jayne LaBlanc

Life Insurance Solutions Director, Gryphon

The Finaeo platform has allowed me ease of quoting, document and information finding at my fingertips. My processes are more streamlined and allows compliance to be adhered to without stress. The growth of the platform and the way they take the information the users give to make it better, is a huge testament to the fact they are working with us in the industry. Thank you Finaeo!

Shawna Burke

CAA

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We’re in The Press

Finaeo raises $5.35 million CAD to help create the amazon of the insurance industry.

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Brokers International partners with Finaeo

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Alister Campbell Joins the Finaeo Board of Directors

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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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