Platform Features and Use Cases

Most brokerages have already invested in Microsoft's Office 365 licences for their team. Folio uses Office 365 single sign on to provide a secure MFA enabled login. Better yet, all data is stored within your own Office 365 account so you maintain full control of your data.

Folio simplifies customer relationship management by tailoring the business processes to those relevant to you. This reduces the training required by staff as you grow your business with Folio.

Automated compliance tasks and summary reports are available to keep on top of your compliance needs. Let Folio help you operate a compliant advice process seamlessly and without additional admin staff.

Are you a Steadfast brokerage that uses Steadfast Technologies INSIGHT? Folio is integrated with INSIGHT to ensure you don't need to double handle any data. Complete policy transactions in INSIGHT and automatically have your record keeping updated in Folio.

We have integrated a secure set of "prompt engineered" AI agents into the Folio application. Take notes, store documents and upload quotes for the Ai to summarise and present to you, saving you hours when developing advice documents. 

With all of your information securely held within your Folio account, quickly and easily generate a high quality statement of advice for your clients. Spend more time on research and less time on data entry into documents.

No more paper forms. Send forms associated with new business and claims to clients directly from Folio. On completion, receive signed pdf copies to share with clients and store for record keeping purposes. 

Build the perfect client experience with a range of options available during onboarding. Continue to enhance the digital experience month on month by unlocking more automation and client facing technology.

Always on the move? We get it. Use the Folio mobile app to take notes that are automatically stored in your client's records easily using voice to text or by enabling call recording.