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.Try it out
Finaeo Empowers Independent Life Insurance Agents with Cutting-Edge Technology
Access top-tier carriers, run product comparisons, generate quotes instantly, and kickstart applications directly from Finaeo with selected carriers.
Fully available on mobile, tablet and desktop.
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
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.
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.
Securely manage all your compliance documents in one place, as part of your digital toolkit.
Access products from top insurance carriers in North America
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.
We’ve partnered with leading broker agencies and IMOs to support the distribution of your products.
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.
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!
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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