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Finaeo partners with Postema Marketing Group

Joe Santore
President, Life Devision
1-877-475-2010
joe@pmg1.com 

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?

STEP: 01

Schedule a call with the Finaeo Team

STEP: 02

 
 

The Finaeo Customer Success Team will help you register and get setup with the software

 
 

STEP: 03

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!

 

 

Welcome to the Future of Insurance 

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