The business of insurance has the power to support people –– a feature that was centrally considered throughout the design of this insurance advisor app. Called Finaeo, the application was created by and for advisors, enabling routine tasks to be easily accomplished, accessible and automated; all this while putting true client relationship management into the spotlight.
Facilitating the administration and organization of individual coverage and group benefits, the insurance advisor app stores all account data and offers up the most valuable information in an intelligently relevant manner. The advisor gets notifications, creates timelines from all touch points and is presented with client profiles that better represent the people behind the plans. Finaeo is a CRM that ensures nobody is left behind, no opportunity is untapped and business can be conducted anywhere.