Connecting Insurance Carriers, Brokers, and Clients

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

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Brokers Carriers

Finaeo Empowers Independent Life Insurance Agents with Cutting-Edge Technology

Access top-tier carriers, run product comparisons, generate quotes instantly, and kickstart application directly from Finaeo with selected carriers.
Fully available on mobile, tablet and desktop.


Product Comparison

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


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

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.

Customer Management

Contact Management

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


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.  

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.

Lower Cost and Increase Efficiency

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

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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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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