A shared way to work
FolioCRM structures new business, renewals, endorsements and cancellations, claims, debtors, client management and relationships. A shared process gives your team context and makes the next step visible.
Manage clients and the work around them.
The operating workflow and relationship layer for your brokerage. Bring clients, tasks, communications and work into one consistent process.
See it with your team ↗Folio in practice
See how Folio feels
for the broker.
Choose a workflow to explore the broker’s view. The walkthrough also moves through each area automatically.
CLIENT MANAGEMENT
Bring the client, their activity and the work around them into one operating view.
Give brokers the context they need across activity, renewals, claims, communications, documents, tasks and client information without relying on disconnected processes.
Real FolioCRM interface · Approved Secure Horizons demonstration workspace
Built around broking
What it means
for your team.
Client context, in one place
Bring client and contact records, policies and schedules from the PAS, tasks, records and servicing activity together. Keep relationship interactions and follow-up connected to the work.
The renewal, from the beginning
Start the renewal process 90 days out. Collect updated risk information, review it, approach the market, capture terms and prepare your recommendation. FolioEngage carries the client-facing experience.
New business
Capture opportunities, gather client information and organise tasks and communications through advice preparation, placement and onboarding.
Endorsements & cancellations
Track service requests, the information needed and the broker’s advice. Prepare the change before completing the formal transaction in your PAS.
Claims
Keep claim records, client updates and follow-up tasks together so the broker can see what needs attention and continue advocating for the client.
Debtors
Organise outstanding debtor work, reminders and client communications. Give managers visibility over the follow-up process.
Client management
Bring client and contact records, policies and schedules from your PAS, tasks and servicing history into the broker’s day-to-day work.
Relationship management
Record referral partners and other relationships, the interactions you have with them and the activity needed to keep those relationships moving.
Your PAS has a clear role
Quoting and formal policy transactions remain in your core system. Folio runs the work around those transactions; it does not replace the PAS.
Detailed product evidence
Explore the operating system.
Representative states from the approved Secure Horizons demonstration workspace.
Microsoft and records
Discuss authentication, communications and SharePoint record management for your environment during discovery.
Broker activity and PAS interaction
Folio coordinates the work around broking. Quoting and formal policy transactions remain in the configured policy administration system.