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The Best Advisers
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New Zealand's first digital broking alliance. Designed to help advisers spend more time managing their clients risks and less time on administration.
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01
Partnership with Steadfast
All Folio Authorised Bodies have access to the benefits of being a Steadfast member. This includes access to market leading wording through Steadfast Technologies SCTP and the vast adviser resources available to enhance your brokerage.
02
Compliance
The Folio compliance team continuously trains and monitors all Authorised Bodies on the six step advice process, always ensuring that an advisers actions are in the best interest of their client.
03
The Folio Platform
The Folio Platform provides the digital technology required to meet the modern demands of insurance distribution. From embedded insurance into partner channels to the Folio Broker Portal, our technology is designed to efficiently distribute insurance products to protect customers from emerging threats.
Folio Broker Platform
01
Automated Workflow Management
The Folio Broker Platform has an integrated client centric, workflow management feature that simplifies New Business, Endorsements, Renewals and Claims. Designing for efficiency, and compliance with the 6 step advice process.
02
Record Keeping
Record keeping through document management is a critical requirement for all brokerages. Through easy email integration and simple note taking, the Folio Broker Platform reduces the time required to complete with crucial task.
03
Artificial Intelligence Summaries
By using the power of trained Large Language Models, our AI summaries produce a basic fact find summary based on notes, emails and documents saved against the client record. Saving time and increasing consistency.
04
Document Automation
Folio document automation leverages the data gathered throughout a workflow to save hours when generating documentation. Provide Statements of Advice, Schedules and Invoices that showcase your brand and values.
05
Onboarding and Integration
The onboarding process takes (on average) 2 weeks, involves data migration and integration. Custom integrations are also available such as FolioPay (Powered by Simfuni) and DialPad.
