Made by brokers, Designed for growth

Smart, simple insurance tools designed to save you time & strengthen relationships.

Book a Demo
Book a Demo
Folio Mobile — coming soon
Reduced admin — increased satisfaction
Folio works for you — tablet friendly
Team going for a ride
Benefits of FolioOur ApproachFeatures List

Folio Delivers Results

200%

— more clients handled with the same team

900hrs

— Approximate time saved per broker per year

$100k+

— additional revenue generated per broker

A shopping bag sitting on top of a green field.
A group of suitcases that are all different colors.
01

Built for Brokers

Designed specifically for brokers, Folio brings compliance, payments, and SoAs into one smart workspace so you can stay organised, meet obligations with ease, and focus on what matters most—your clients.

A shopping bag sitting on top of a green field.
02

All-in-One Platform

By replacing multiple tools like CRMs, email templates, document generation, and follow-up systems, Folio streamlines your workflow, cuts costs, and keeps everything in one place.

A group of suitcases that are all different colors.
03

Easy to Adopt —Quick to Start

Folio mirrors the way brokers already work, making adoption seamless. With a 3-month free trial and fast onboarding, you can hit the ground running without the usual learning curve.

Focused on delivering
Intuitive Insurance

Our Approach

Step 01

Connect

Understanding your current workflow

Every brokerage is different. We start by sitting down with you to understand your CRM setup, day-to-day processes, and the unique challenges you face. This helps us get a clear picture of what’s working, what’s not, and where Folio can make the biggest impact.

Step 02

Automate

We'll design & deliver a custom solution

With that knowledge, we design and deliver a solution tailored specifically to your needs. Rather than a one-size-fits-all approach, we create tools and workflows that fit seamlessly into the way you already operate, making it easier for your team to perform at their best.

Step 03

Grow

Optimise your results

Our work doesn’t stop at delivery. We provide continuous support, actioning feedback and requests quickly, and making adjustments as your business grows. This ensures your Folio setup keeps improving over time and delivers lasting value to your brokerage.

“ Folio makes my business simpler, sharper, & more scalable. ”
— Customer Name Company Name
Introducing Folio 3.0
Coming soon

Folio Features

We've done the hard work so you don't need to. Learn more below.

List of Folio Features

Simplified Workflows

We've designed Folio with optimised insurance workflows. Repetitive tasks are now automated and workflows are streamlined. We made complex workflows simple,  reducing errors and ensuring consistency across your business. Everything you need to stay organised and efficient is right at your fingertips.

Better Client Management

Keep every client detail, interaction, and policy in one central place. Folio helps you maintain a complete picture of each client relationship, making it easier to provide personalised service. Stronger organisation leads to stronger client trust & loyalty.

Never miss a thing

Stay ahead of deadlines, renewals, and important tasks with intelligent reminders. Folio ensures nothing falls through the cracks, helping you proactively manage your workload. You can focus on growth while the platform keeps track of the details.

Customise for each broker

Designed specifically for brokers, Folio includes compliance, SoAs, and payment management. It mirrors how brokers naturally work, making adoption faster and easier. Adjust permissions and broker workspaces to your preference.

Integrated Email & Forms

Manage emails and client forms directly within Folio, eliminating the need to switch between tools. Every communication is tracked, stored, and easy to reference. This keeps client interactions seamless, professional, and efficient.

Folio AI

Folio AI helps you work smarter by drafting emails, generating documents, and highlighting actionable next steps, including time-sensitive tasks like upcoming renewals or client requests. It reduces the time spent managing admin and tracking deadlines, so you can focus on what truly matters—serving your clients. By intelligently managing alerts and surfacing priorities, Folio AI ensures you always know what needs attention and when.

Team Collaboration Tools

Keep your team aligned and productive with real-time updates, shared workflows, and transparent communication. Everyone stays on the same page, reducing errors and improving efficiency.

Assign Tasks & attached notes

Easily assign responsibilities and attach notes to client records or projects. Folio ensures accountability and that important context never gets lost, so tasks are completed smoothly and on time.

Secure Data Storage

Folio protects sensitive client and business information with enterprise-grade security measures. Access controls and encryption give you peace of mind that data is safe and compliant. Secure storage means your information is available when you need it, without risk.

Focused Mobile Experience

Folio’s mobile experience complements your desktop workflow, letting you check, update, take notes, & create tasks on the go. Quickly handle tasks, client updates, and reminders so nothing is forgotten at the end of the day.

Ongoing Support & Optimisation

Folio provides continuous support and regular updates to keep your platform running smoothly. Dedicated guidance ensures your team gets the most out of the system. The platform evolves with your business so you can maintain peak efficiency.

Version History & Activity log

Folio makes it easy to keep track of changes and document versions, so you can see what has changed and by whom. Track every update with full transparency, making audits, compliance checks, and team accountability effortless. A complete record ensures you can work confidently and stay in control.

Clear Next Steps

Folio turns complex processes into guided workflows, showing you exactly what to do next. Your team stays focused, reducing errors and improving efficiency. Clear next steps help everyone work smarter, not harder.

Integrated Document Builder

Create, customise, and share compliant documents without leaving Folio. Eliminate the need for multiple tools and reduce errors while maintaining professional standards. The document builder keeps everything centralised, efficient, and easy to manage.

Awards & recognitions.

Year
Award
Project
Type

2025

Awwwards

Vale & Thorn

Site of the Day

2025

Webby Awards

Niveo Studio

Best Visual Design – Function

2024

CSS Design Awards

Orra Identity

Website of the Year – Nominee

2024

Awwwards

Kinform Journal

Honorable Mention

2022

CSS Design Awards

Lumen Path

Special Kudos

2021

Webby Awards

Vanta Supply Co.

People’s Voice Winner – Best Brand Website

2020

Awwwards

Ardyn Archives

Developer Award

2019

CSS Design Awards

Sonder Haus

UI Design – Winner

Built on understanding, designed for growth — Folio streamlines work so relationships can thrive.

Take control of your day with Folio. Spend less time on admin & more time with clients, while smart workflows automate routine tasks and ensure compliance. With a client-centric focus, Folio helps you build stronger, more meaningful connections with the people you serve.
Scroll to reveal —
Scroll to reveal —
Scroll to reveal —

Optimise your workflow — with Folio

Strategic.
Unforgettable.
Timeless.
A man in a black turtle neck sweater.
Contact Mark
Business director at Alture®
Book a Demo
Book a Demo
Book a no-obligation meeting
Take control of your day with Folio. Spend less time on admin & more time with clients, while smart workflows automate routine tasks and ensure compliance. With a client-centric focus, Folio helps you build stronger, more meaningful connections with the people you serve.

Make Your Brokerage Shine

First impressions that close deals — Folio can also help to craft your brand & online presence.

We’re here to help you present your business at its best. Whether you need a complete brand package, a modern website, or support refining your content, Folio provides the tools and expertise to elevate your image. The result? Stronger client relationships, more referrals, and sustainable growth for your business.

Get in touch
Get in touch