Partner with Finaeo for Life Insurance Sales Tools for Independent Brokers
Setup a digital storefront in 5 minutes, and give your clients the ability to apply for life insurance products on their own time with instant decisions.
Plus, gain access to Finaeo’s life insurance CRM to store policies, documents and notes to stay compliant, and reminded about future renewal opportunities.
Interested? Sign up for more information!
Finaeo is on a mission to help you bridge the digital divide between you and your clients.
- Access 1,000+ carrier products.
- Run product comparisons and generate quotes in a matter of minutes, and start the checkout process.
- Digitally onboard customers through customizable fact-find questionnaires.
- Invite clients to self-onboard through a broker-branded white-labeled client portal.
- Generate more leads with broker landing pages and contact capturing forms.
- Easily manage contacts, store documents, and create notes.
Want to learn more about how we can help? Book a Demo!