Finaeo

Finaeo is a digital marketplace developed by Finaeo Inc. that aims to assist independent life insurance brokers in efficiently managing their clients' journey from prospect to policy. According to the vendor, this platform provides access to top-tier carriers, allows for product comparisons, offers instant quote generation, and facilitates the application process. Finaeo targets professionals in the life insurance industry, including brokers, insurance agencies, financial advisors, insurance carriers, and insurance distributors.

Key Features

Marketplace: According to the vendor, Finaeo's digital marketplace grants brokers access to top-tier carriers, enabling them to run product comparisons and generate quotes instantly. The platform also streamlines the application process.

Custom Financial Needs Assessment: Finaeo offers the ability to leverage standard or custom Financial Needs Assessments (FNAs). Brokers can save custom FNAs as templates, send requests to clients, and track their progress.

Client Portal with Custom Branding: Finaeo provides brokers with a client portal that can be customized with their branding. This portal enables digital onboarding and allows for the sharing of documents with clients through the contact manager.

Contact Management: Brokers can import existing contacts into the Finaeo platform, create and share compliant notes, and securely manage compliance documents in one place.

Lead Generation with Broker Landing Pages: Finaeo allows brokers to create custom-branded landing pages to capture client contact information and generate quotes. The Finaeo Quoting Widget can be embedded on brokers' websites to facilitate quote generation.

Teams Collaboration: Finaeo offers a Teams feature that enables collaboration among members of a brokerage firm. According to the vendor, brokers can invite team members to access client profiles from their individual accounts, assign roles and capabilities, and efficiently manage contacts.