Finaeo partners with Insurtech Nerds

Brett Fulmer
Finaeo Ambassador
(949) 209-5661

Rolando Arrendondo
Affiliate Partnerships

Life Insurance Sales Tech and Carrier Access

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

Through our integrated platform, you can access top-tier carriers, run product comparisons in seconds, generate quotes instantly and create a personalized customer experience!


The Finaeo Platform Includes

  • Marketplace of Digital Insurance Products
  • Quoting and Product Comparisons for Life and Critical Illness Products
  • Custom Financial Needs Analysis (FNA)
  • Simplified Contact Manager
  • Custom Branded Client Portal to Share FNAs, Documents and Notes with Your Clients
  • Dashboard to Manage Your Clients Activity


Welcome to the Future of Insurance 

         Find out how Finaeo can help you strengthen client relationships and grow your business.