Finaeo is a CRM built for insurance advisors to help them grow their books of business and make money! A mobile companion to the online Finaeo web portal, the Finaeo app makes sure that you never let another client slip through the cracks. Finaeo is the digital assistant and sales coach in your pocket!
As a digital assistant, Finaeo keeps you on top of your day by allowing you to track prospects & clients, manage tasks, take notes, and stay organized. Through a post-meeting flow, Finaeo prompts you to leave voice notes right after a meeting, ensuring that you never forget important client details. And a handy client card keeps the most important information about your clients always available at your fingertips, no matter where you are.
Built by advisors, for advisors, Finaeo also features a chatbot which will nudge you towards strong processes developed by highly successful insurance advisors. A digital sales coach, Finaeo ensures that you never forget another follow-up or birthday. It also keeps track of important dates, such as client end-of-level periods, annual reviews, conversion expirations, and renewals.
Finaeo is on the cloud, so your data is always secure and available! Whether you’re on your office computer, a laptop in a cafe, or on your phone just running to your next meeting, Finaeo keeps you organized and prepared.