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The best advisers
use Folio

New Zealands first broking alliance designed to help advisers spend more time managing their clients risk and less time on administration.

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Insurance that doesn't suck

People going to a site for a fact find

Insurance advice shouldn't feel like a sales process

Folio advisers have more time to spend learning about their clients business so that appropriate and accurate advice can be provided now and into the future.

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Gathering data shouldn't be a chore

Choose your 
experience 

Our technology provides the ability to provide information easily and helps us identify the best Folio offerings to meet a clients needs. Folio supports an omni-channel customer experience to choose from, take your pick of Mobile app, Website, Video or Phone call or in person service.

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Provide the best risk mitigation strategy

Data Driven advice

Folio advisers are provided with access to industry leading policy wording and additional data to provide world class risk mitigation advice.

Automated customer touchpoints

Continuous Monitoring and engagement

Because of the rich data and automation enabled by Folio, our advisers spend more time monitoring their clients changing needs throughout the year.

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