A clear division of work
The supplied Folio implementation model places client management, workflow and communication in Folio, with INSIGHT responsible for policy processing and the ledger.
Keep your policy system. Connect the work.
Explore how Folio can fit around Steadfast Apps INSIGHT, with the policy system retaining its role in policy processing and the ledger.
See it with your team ↗Built around broking
What it means
for your team.
Confirm your integration scope
The specific records read, records written, update frequency, supported versions and prerequisites need to be confirmed for your brokerage. This page does not imply real-time or bidirectional synchronisation.
Bring your real workflow to discovery
Walk through a renewal with the Folio team. Identify which information comes from INSIGHT, where broker review happens and when the broker returns to INSIGHT for the formal transaction.