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About Folio
Through our Authorised Representative Network and Digital Platform we power an Alliance of New Zealand's best insurance advisers.
The concept of a digital ecosystem for insurance was incubated during 2020 within Cognitiv NZ LTD after Folio Co-founders Roneel Kumar and Alistair Monk met through the New Zealand InsureTech scene.
Our Story
After the MVP (Minimum Viable Product) of the ecosystem was developed, an initial pilot was launched using Folio as a centralised platform for the distribution of insurance schemes managed by a Financial Adviser. The pilot successfully demonstrated the capability of the technology and in the middle of 2021 Folio.insure was founded.
Folio continues to develop proprietary technology and integrate with industry leading solutions to power the future of insurance distribution.
What We Value
At Folio, we deeply value the genuine human interactions that our advisers have with their clients.
Unlike other networks, our focus is on enhancing these relationships rather than distributing products ourselves. Our platform is designed with a compliance-first approach, ensuring that every action taken by our advisers serves the best interests of their clients.
Insurance is built on trusted relationships and trusted relationships are built on Folio.
Meet The Team
Co-Founder & Director of Insurance
Alistair Monk
With over 20 years in the insurance industry across multiple geographies, Alistair brings a wealth of knowledge and networks to Folio.
Co-Founder & Director of Technology
Roneel Kumar
Roneel has been helping industries adopt digital technology for over 15 years. With his experience in scaleable system designs and enterprise digital transformation delivery, Roneel guides Folio across all areas of its rapid growth.
Chief Compliance Officer
Michelle Boyd
Always with an insurance clients best interests at heart, Michelle provides complete compliance services to Folio memebers.
Product Director
Ben Ross
Driving adoption through excellent user experiences, Ben leads the Folio Platforms product strategy.
Head of Commercial Partnerships
Jimmy Zhou
With over 15 years experience in private equity, Jimmy provides commercial oversight on key partnerships at Folio.
Head of Delivery
Brendon Moore
The powerhouse behind quality delivery of products and services, Brendon oversees all delivery at Folio.
Finance Manager
Priya Prashna
With over 15 years experience in the finance sector, Priya manages all financial aspects of Folio during operations and growth.
Senior Systems Manager
Karishma Kumar
Having a robust background in business analysis and change management, Karishma ensures systems are accurately implemented for all Folio customers.
Operations Manager
Ryan Maddock
As Operations Manager, Ryan is the first port of call for customer queries and requests. He keeps our customers going.
Data and Systems Analyst
Samanalie Perera
Samanalie provides rich insights to Folio through deep analysis of data. This keeps Folio and our customers at the top of their games.
Senior Software Engineer
Shannyn Boyd
Shannyn provides technical leadership in the development of all Folio Platform capabilities.
Full Stack Software Engineer
Sean Gullery
Together with Shannyn, Sean provides significant development expertise as Folio integrates even more innovative technology.