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
Ready to join Finaeo?
Schedule a call with the Finaeo Team
The Finaeo Customer Success Team will help you register and get setup with the software
Once complete you will have access to top-tier carriers, run product comparisons in seconds, generate quotes instantly and take clients from prospect-to-policy!