renewals per broker each month
Illustrative team workload.THE OPERATING PLATFORM FOR INSURANCE BROKERAGES
Your brokerage.
Elevated.
Run your brokerage from one place. Folio brings your workflows, client experience and business intelligence together, connected to the policy system you already use.
CLIENTS · WORKFLOWS · DIGITAL SERVICE · PAYMENTS · INTELLIGENCEYour people, supported by a better process.
One platform. The whole brokerage.
What will Folio
do for you?
One connected platform. Continuous improvement across your brokerage.
- 01
Standardise
Create consistent ways of working across core brokerage workflows.
FolioCRM - 02
Automate
Remove repetitive administration around the broker.
FolioCRM - 03
Digitise
Capture information once and keep it moving.
FolioEngage - 04
Measure
Make activity, capacity and performance visible.
FolioIntel - 05
Improve
Use evidence to refine workflows and priorities.
FolioIntel
The result
Lower cost to serveBetter client experienceMore capacity for growth Better Margins for your Business
01 / For your team
More present.
Better prepared.
Walk into the next conversation with the client’s history, the work in progress and the next step in view.
Less time running the machinery of a brokerage. More time advising clients, developing relationships and creating opportunities.
See the work behind it ↓
FolioCRM / The operating workspace
The work around broking.
In one place.
From the first opportunity to the next renewal, Folio gives your team one consistent way to work.
Explore FolioCRM ↗
NEW BUSINESS
Create a more consistent path from opportunity to placement.
Capture prospects, maintain pipeline visibility and coordinate the information and activity required to move opportunities forward.
02 / For your clients
Your service.
Within reach.
Insurance isn’t how your clients want to spend their day. Make it clear, simple and easy to complete.
A familiar brand. Their insurance and documents. A clear next step, wherever their day takes them.
Follow the client journey ↓
FolioEngage / Your client experience
Make insurance easier
for your clients.
Your relationship stays central while Folio makes each request, decision and document easier to follow.
Explore FolioEngage ↗- 01NotificationA clear reason to act.
- 02ReviewInformation checked securely.
- 03AdviceYour recommendation explained.
- 04ApprovalA confident next step.
- 05DocumentsEverything easy to find.
03 / For the principal
Know what’s happening
without being everywhere.
More control without needing to be involved in everything.
$1.0mPipeline
29Renewals approaching
97%Compliance
54Open debtors
FolioIntel / The whole brokerage
See the whole
brokerage.
See what’s happening without chasing people for answers. Workload, pipeline, compliance and financial performance come together in one place.
Explore FolioIntel ↗
FolioIntel / WorkflowReal product · Demonstration data
And when the work is done
Get paid without
breaking the experience.
Payments, funding and follow-up continue inside the same connected client journey.
For your business
Grow without administration
growing with you.
Renewals show what that means in practice. Start the renewal in Folio and the latest schedule information is pulled from your PAS, while the right email, web review or portal engagement is prepared for your broker to review and send.
Renewals in Folio ↗Pre-renewal automationStart once. The groundwork is ready.
- 01Start the renewalThe broker opens the workflow in Folio.
- 02Bring in the latest scheduleCurrent policy and schedule information is pulled from the connected PAS.
- 03Prepare the engagementThe appropriate email, web page or portal journey is ready for review and sending.
administration saved per renewal
Illustrative preparation-time assumption.returned to a five-broker team each year
10 × 1.5 hours × 12 months × 5 brokers.Connected systems / Clear responsibilities
Your systems stay.
The fragmentation
doesn’t.
Your PAS remains the policy system of record and formal policy transactions stay there. Folio connects the relevant client and policy information to the workflows, communication and business view around it.
Microsoft 365, SharePoint and appropriate CRM or IP telephony platforms can connect to the way your brokerage operates.
The operating layer
Workflows · Automation · AI
Client experience · Business intelligence
Policy Management System
Record Management and Client Communications
Secure API integration
- Marketing CRM
- IP Telephony
- Other broker productivity tools
A few good questions
Let’s make
things clear.
Does Folio replace my policy administration system? ＋
No. Your PAS remains the policy system of record. Folio connects the work, client experience and business view around it. See the systems model →
Does Folio integrate with INSIGHT? ＋
Explore the current integration position and confirm the scope for your environment. Folio + INSIGHT →
Does Folio integrate with WinBEAT? ＋
Folio has dedicated information for both current EBIX paths. WinBEAT NEXT → · WinBEAT Classic →
Where is my data stored? ＋
Hosting, residency, retention and security requirements are confirmed through Folio’s current architecture and security review. Request the documentation →
How long does implementation take? ＋
Timing depends on your systems, workflows, data and rollout scope. Folio maps these during discovery and provides an implementation plan for your brokerage.
Your brokerage. Elevated.
What would your brokerage
look like on Folio?
Bring us one real workflow. We’ll show you how the client experiences it, how your team manages it and how you see it across the business.
See Folio in action ↗