ApproveThis manages your Finaeo Integration approvals.

Two Platforms, One Competitive Edge

When insurance brokers spend less time chasing signatures, they close more policies. That’s the math behind connecting ApproveThis and Finaeo through Zapier. Finaeo’s prospect-to-policy engine handles client lifecycle management, while ApproveThis cuts approval wait times from days to hours. Together, they create an audit-ready system where compliance isn’t a bottleneck – it’s baked into every workflow.

Why This Integration Works

Finaeo gives brokers tools to manage applications, carrier relationships, and client communications. But when every policy change requires three approvals, even the best CRM becomes a waiting room. ApproveThis adds decision velocity with features Finaeo doesn’t natively support: parallel approvals, automatic delegation during PTO, and dollar-amount thresholds that auto-approve routine requests.

Example: A $5,000 client coverage increase could auto-approve via ApproveThis’ thresholds, while a $50,000 change routes to both the agency principal and carrier rep. All decisions sync back to Finaeo without manual entry.

Real Workflows, Real Time Saved

Use Case 1: Client Onboarding Without the Paper Chase

When a new contact enters Finaeo, ApproveThis can trigger:

• Compliance review of KYC documents
• Carier-specific application approvals
• Automatic policy binding upon final sign-off

For independent brokers, this means a 12-step onboarding process becomes a single Zap. ApproveThis handles the multi-party approvals (internal, carriers, clients) while Finaeo maintains the golden record.

Use Case 2: Policy Changes That Don’t Require Babysitting

When a client requests increased coverage in Finaeo, ApproveThis can:

• Route requests based on amount: <$10k (auto-approve), $10k-$50k (team lead), >$50k (underwriting)
• Add time-stamped approvals directly to the client’s Finaeo file
• Notify all parties via email/SMS without leaving either platform

Toronto-based life insurance agency Lumen Financial reduced policy amendment processing time by 65% using this exact integration.

Use Case 3: Audit Trails That Actually Help

ApproveThis’ real-time dashboard shows where every request stands, while Finaeo logs all client interactions. Together, they answer compliance questions like:

- “Who approved this rider exception on March 12?”
- “Was the client notified before the premium increase?”
- “Which underwriter rejected the 2023 disability claim?”

Setting Up Without the Headache

1. Connect via Zapier: Create a Zapier account if needed.
2. Choose Triggers: Start with Finaeo events like “New Contact” or “Updated Policy Application.”
3. Map to ApproveThis: Set approval rules, thresholds, and approvers based on Finaeo data.
4. Close the Loop: Push ApprovedThis decisions back to Finaeo as notes or status updates.

Pro Tip: Use ApproveThis’ Calculated Fields to auto-calculate coverage ratios or premium changes during the approval process.

Who Gains the Most?

Independent Brokers

No more CC’ing yourself on every carrier email. ApproveThis becomes your virtual assistant, routing requests to the right underwriter while keeping Finaeo updated. Clients get faster responses; you get weekends back.

Specialty Agencies (Health, Commercial, High-Net-Worth)

Complex cases often require 5+ approvals. ApproveThis’ conditional routing ensures compliance without overloading senior staff. Example: A $2M key person policy might need sign-off from the agency’s E&O carrier, which you can bake into the workflow.

Insurance Marketing Teams

When Finaeo captures a lead from a webinar, use ApproveThis to instantly approve/assign follow-up tasks. Marketing ops gets real-time metrics on lead handoff times.

What You Can’t Afford to Miss

Approval Thresholds: Auto-approve small endorsements but flag unusual changes (e.g., 200% coverage increase).
Email Approvals: Carriers and clients can approve via email without logging into Finaeo.
Delegation: Out of office? ApproveThis reassigns approvals dynamically, so deals don’t stall.

The Bottom Line

Finaeo users already track 83% of client interactions. Adding ApproveThis turns that data into actionable approvals. For every 100 policies managed through the integration, brokers save ~47 hours annually on follow-ups and compliance prep.

Next Steps

1. Register for ApproveThis (free 14-day trial)
2. Log into your Finaeo account
3. Build your first Zap in Zapier (takes <15 minutes)

Prefer a guided walkthrough? Book a 20-minute demo to see how life and health agencies automate compliance.