For advisers

The best advisers use Folio

Use the Folio app to connect with your clients like never before!

Using the Folio app, you can provide a personalised experience to all of your customers

Tap into new revenue streams

Service more of your clients insurance needs

Offering insurance solutions has never been easier. Folio’s Marketplace gives your customers access to the latest products and benefits you offer.

Showcase your value

Connect, Advise
and Protect

Use Folio chat and be there when your clients need you anywhere, anytime. Harness the power of chatbot integration to answer questions that don’t require financial advice.

Automate your processes

Is admin taking up all your time? Let us help you

Folio provides experienced insurance administrative support and technical consulting to help automate your processes so you can spend more time helping your customers.