Never let another client slip through the cracks.

Manage your follow-ups, stay up-to-date with regular client touchpoint, and discover new upsell opportunities.

Never let another client slip through the cracks.

Manage your follow-ups, stay up-to-date with regular client touchpoint, and discover new upsell opportunities.

Stay organized

Manage client relationships after the close and stay ahead of your renewals.

Know your book

Keep track of important metrics such as block growth, and client IBNR and target loss ratios.

Always be prepared

A single place to track important client information, whether in your office or on the go.

Features

On the cloud

Your data is available everywhere

Device-agnostic

You can run your book on the go mobile-friendly

Contact and task manager

Keep up-to-date with your business

Product book

Keep track of the products you care about

Digital assistant

Domo nudges you with friendly reminders

Automated reminders

Remember important client follow-ups

Ready to grow your book?

Take the first step to Finaeo.