Brokers International and Finaeo are partnering to transform how insurance carriers, IMO’s and agents across the United States work together to service clients
Toronto, ON (May 18, 2021) – Brokers International has partnered with Finaeo Inc., an award-winning InsurTech, to transform how U.S agents work with their IMO.
Together, Brokers International and Finaeo are reinventing insurance distribution by reducing inefficiencies along the supply chain and empowering agents to transition into a digital future of insurance. Through this partnership, Brokers International and Finaeo will put valuable time back into the hands of agents and deliver sizeable value across the insurance distribution chain.
For agents, this partnership provides access to the resources and services offered by both companies. Agents will continue to use Brokers International support, including extensive product training, and gain access to carrier products across the U.S. At the same time, agents will have access to Finaeo’s intelligent front-office technology, virtual compliance management and digital financial needs assessment. By modernizing the prospect-to-policy workflow, client data will be gathered and analyzed to automate product recommendations and deliver a more personalized experience for the end client.
“We are excited to be partnered with Brokers International to empower agents transition into a digital future of insurance. The Brokers International leadership team is a clear innovator in the space. We are thrilled to be selected to help existing Brokers International agents to grow their business quickly and more efficiently, while giving customers the advice experience they deserve” – said Aly Dhalla, Finaeo CEO and co-founder.
Our goal is to help recruit new agents to this partnership, and help the agents grow with efficient technology that will not only help them save time but run their business like an operating system. Existing Brokers International agents can request to join Finaeo to enhance their business with technology at no added cost, and interruption to their current Brokers International services.
Finaeo is a digital insurance marketplace of over 200 carrier products. Headquartered in Newport Beach, California and Toronto, Canada, Finaeo was founded in 2016 by industry experts aiming to connect insurance carriers, brokers and clients to streamline the prospect-to-policy process. With the use of blending automation, artificial intelligence Finaeo is focused on empowering the next generation of financial advisors. To learn more, please visit finaeo.com.
About Brokers International
Since 1983, Brokers International has been family-owned and independently operated, serving the nation’s premier agencies and their financial professionals through marketing services and insurance and retirement products. Known as “The Original Agency Builder,” the company headquartered in Des Moines, Iowa, provides a wide range of exclusive tools and resources designed to help financial services-focused agencies and professionals better serve their clients and grow their business. For more information, visit www.biltd.com.
SOURCE: Finaeo Inc.Tags: Brokers, Finaeo, InsurTech, InsurTech Spotlight, partnership, United States (USA)