top of page
Home: Welcome
ben2.jpg

The new insurance adviser experience

Compliance Made Easy

Powered by the Folio platform, spend more time with your clients and less time worrying about compliance and administration. 

Group 62.jpg
Banking-app-[remix] (2).gif

Spend more time with your clients

Automate 
Your Admin

Spend more time with your clients with access to automated meeting booking, disclosure and scope of services. Each stage is auditable to show complete compliance with industry regulations.

whitelogog.png

We're Steadfast

Leverage our partners

Folio is a member of Australasia's largest broker network - the Steadfast Group. Steadfast has several strategic partners that you will gain access to when coming onboard as a Folio adviser. Have your own insurance partners? You can still use our technology!

stead.png
welocomFolio.png

Grow your brand using Folio

Custom Web and Mobile Experience

Direct users to your custom branded digital information capture web, mobile app or phone call offerings. Build custom question sets and provide further disclosure to ensure compliance.

bottom of page