Your brand. Your relationship.
FolioEngage supports brokerage-branded emails and digital journeys. The broker remains central to advice and recommendations, while the experience helps clients understand what happens next.
Make insurance feel easier.
Your brokerage’s expertise deserves a client experience that feels just as considered. FolioEngage connects branded communications, digital information gathering, advice and documents.
See it with your team ↗Built around broking
What it means
for your team.
A simpler information update
A branded notification invites the client to securely access their risk information and confirm or update it. The broker reviews the response before preparing the market approach.
Advice that is easy to follow
After terms are captured, the client receives a renewal report with the broker’s recommendation. Review and approval become part of a clear journey, followed by the policy transaction in the PAS.
A considered finish
Updated documents and certificates are delivered through a secure OTP-based experience. Explore access, branding, digital forms and document delivery with the Folio team in your demo.
The real client experience.
Interactive Harbour Insurance demonstration · Explore the portal directly above
The connected client journey
From request to documents.
Real FolioEngage interface states using Harbour Insurance demonstration content.
Communication and access
Use brokerage-branded email and supported secure access to guide clients into the right task.
Advice, approval and signing
Present recommendations and documents in a clear journey. Confirm available approval, e-signature and SMS options for your configuration.