More time with clients — less time on admin.

Optimise your workflow — with Folio

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Folio is a modern insurance platform that simplifies and streamlines complex broker workflows, helping them save time, reduce friction, and focus on what matters most—their clients.
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Optimise your workflow — with Folio

Strategic.
Unforgettable.
Timeless.
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Contact Mark
Business director at Alture®
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Folio is a modern insurance platform that simplifies and streamlines complex broker workflows, helping them save time, reduce friction, and focus on what matters most—their clients.
Folio is a modern insurance platform that simplifies and streamlines complex broker workflows, helping them save time, reduce friction, and focus on what matters most—their clients.
Book a Demo
Book a Demo
Folio is getting a big update
Folio 3.0 Coming soon

Why Folio Works for You

All-in-One Platform for Modern Brokerages

Folio brings together the tools modern brokerages need—streamlined workflows, effortless collaboration, and a secure, scalable platform—so you can focus on clients, not admin.
Integrated Toolkit
Full CRM
Smart Workflow Automation
Version History & Collaboration

Custom Branding

Tailor logos and colours for use in emails, forms and documents to match your branding.

Seamless Experience

Switch between tasks without juggling multiple apps or platforms.

Document Management

Centralised document management, configured to your folder structure requirements and secured by your own Office 365.

Complete Prospect and Client Management

Our full CRM capabilities give you more than a contact list: a complete ecosystem for managing leads, tracking interactions, tasks, and analysing relationship trends.

Automate the Busywork

Folio streamlines repetitive tasks and removes redundant data entry. From data locked in documents, to data that is usable in seconds.

Full Transparency, Less Confusion

Track every interaction with full transparency, collaborate without losing context, and quickly service your clients needs.

Powered by Folio

Trusted by brokers throughout Australia, New Zealand and the Pacific to streamline their businesses.

Designed to help advisers spend more time managing their clients risks and less time on administration.

IPG

Insurance Partners Group, Tauranga NZ

Gerrards

Gerrards Insurance, Christchurch NZ

Kumeu Insurance

Kumeu Insurance, Auckland NZ

TIME

Time Insurance, Wellington NZ

MARBLE

Marble Insurance, Auckland NZ

YGG

Your Generation General, Auckland NZ

CIX

Commercial Insurance Exchange, Hamilton NZ

IPG

Insurance Partners Group - Folio AB

Gerrards

Gerrards Insurance - Folio AB

EMPIRE

Empire Insurance - Folio AB

TIME

Time Insurance - Folio AB

MARBLE

Marble Insurance - Folio Platform

YGG

Your Generation General - Folio AB

CIX

Commercial Insurance Exchange - Folio AB

IPG

Insurance Partners Group - Folio AB

Gerrards

Gerrards Insurance - Folio AB

EMPIRE

Empire Insurance - Folio AB

TIME

Time Insurance - Folio AB

MARBLE

Marble Insurance - Folio Platform

YGG

Your Generation General - Folio AB

CIX

Commercial Insurance Exchange - Folio AB

Why work with us

Our mission is to deliver Intuitive insurance solutions — creating tools that are flexible for partners, empowering for brokers, effortless for clients.

Designed with brokers, for brokers, Folio understands the everyday challenges of the industry. Through continuous iteration and collaboration with our users, we’re building simpler, more effective workflows that keep raising the standard.

A strong team of insurance experts

Folio offers Realtime Support

Hey!

The Folio is looking awesome

Can you show me how to Endorse a Policy?

Hi Brendo!

You free for a call now?

Learn more about how Folio can help

View Folio Services
View Folio Services

Selected
Work.

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Projects

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Folio Broker Platform

Our platform powers the next generation of insurance distribution. From the Folio Broker Portal to our embedded insurance options for our channel partners, our platform is proven and highly customisable to meet your insurance distribution needs.

01

Automated Workflow Management

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The Folio Broker Platform now includes a smarter, client-centric workflow engine that streamlines New Business, Endorsements, Renewals, and Claims. Built for efficiency and clarity - designed easy worflow based on the 6-step advice process, Folio 3.0 helps brokers save time, stay compliant, and deliver a smoother client experience.

02

Record Keeping

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Accurate record keeping is essential for every brokerage. With built-in email integration and quick note-taking, the Folio Broker Platform makes compliance simple while reducing the time spent on routine documentation.

03

Artificial Intelligence Assistance

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Integrating AI — Folio automatically generates clear, consistent fact-find summaries from your notes, emails, & client documents. This saves valuable time and ensures a more reliable client record.

04

Document Automation

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Folio’s automation tools use workflow data to instantly produce Statements of Advice, Schedules, and Invoices. The result is professional, branded documents delivered in seconds — not hours.

05

Onboarding and Integration

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Getting started with Folio is fast and seamless, with most brokerages up and running in just two weeks. We handle data migration and integrations, with optional add-ons such as an integrated payment solution & DialPad to fit the way you work.

Want to learn more about features we offer?

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View Product Features
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Want to learn more about features we offer?

Folio Features
Folio Features

Work with us

We’re excited to work with you & show how Folio can optimise your brokerage.

Book a no obligation meeting with us today and we can show you how Folio can help your brokerage accelerate growth.

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Client Testimonials

See what our clients are saying about Folio —

Some data about our clients
92%
of our clients return for a second project
87%
reported a stronger brand perception
74%
saw increased engagement on digital
“ Using Folio has transformed our business. We’re faster, more organised, & the peace of mind Folio brings is priceless. ”
Teru Time
Time Insurance
“ Since adopting Folio, our team handles more clients with ease — productivity has never been higher, and stress levels are way down. ”
Yang Gu
Director at YG Financial Services
“ Folio has streamlined every part of our workflow. Tasks that used to feel overwhelming now happen automatically, letting us focus on delivering great service. ”
Ethan Gerrard
Chief Executive Officer at Gerrards

Folio Delivers Results

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Revenue influenced by our work

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Leads generated for our clients

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Brands we've partnered with

200%

— more clients handled with the same team

900hrs

— Approximate time saved per broker per year

$100k+

— additional revenue generated per broker

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Pricing

affortable

Standard

$3450
/project

  • Fast design & dev, built for scale

  • Dedicated creative team

  • Average 2–3 day turnaround

  • Ongoing design-to-build support

  • Fast design & dev, built for scale

2-4 weeks sprint
Learn more
7-day money-back guarantee
pOPULAR

Pro

$6850
/monthly

  • Unlimited tasks, one at time

  • Slack channel and message

  • Average 24h turnaround

  • Ongoing design-to-build support

  • Branding and dev sprints

Monthly retainer
Learn more
7-day money-back guarantee

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Folio FAQs

Everything you might want to know—up front.

How does FolioCRM differ from other CRMs in the market?
FolioCRM is a hyper-focused insurance CRM, built specifically for brokers. Unlike generic CRMs, it integrates with policy ledger systems like INSIGHT, document management, and webform technology—bringing all insurance workflows into a single system.
How does onboarding work, and how quickly can my brokerage get started?
We integrate FolioCRM directly with your Office 365 and your policy ledger system (e.g. INSIGHT), so your documents and policies stay aligned from day one. This means you can trial FolioCRM without worrying about duplicate records or your data becoming out of sync. Onboarding typically takes 2–3 weeks, depending on which system you’re migrating from and the level of data mapping required.
How does FolioCRM use AI to make insurance workflows easier?
FolioCRM uses AI to read policy schedules and other insurance documents, automatically extracting and structuring key information. This data then flows directly into your pre-renewal emails, statements of advice, and other insurance workflows—so there’s no more manual rekeying. The result is faster turnaround, fewer errors, and more time for brokers to focus on clients.
How do I know my data is secure in FolioCRM?
Your data in FolioCRM is protected by the same security standards you already trust with Office 365. You log in with your Office 365 credentials, which means access is secured by Microsoft’s best-in-class, market-leading cloud security platform. This includes enterprise-grade encryption, multi-factor authentication, and continuous monitoring—so your brokerage can be confident that client and policy data is always safe.
How does FolioCRM work with outlook? For example sending and saving emails?
With FolioCRM, you log in using your Office 365 login, so any email you send from Folio is sent directly from your own email address—no generic system address. Folio also includes an Outlook plug-in that automatically stores emails you send from Outlook into the correct client file, ensuring all communication is tracked and organised without extra effort.
What technology does FolioCRM replace?
FolioCRM replaces the need to juggle multiple platforms by bringing everything into one system. With Folio, you no longer need to pay separately for document management tools, a generic CRM, webform technology, email template builders, proposal builders, or even AI-powered document reading software. We combine all of these into a single, purpose-built platform for insurance, so your team can cut costs, reduce complexity, and streamline every workflow in one place.
What branding and customisation does Folio CRM enable?
FolioCRM is fully brandable, giving you control over how your brokerage is presented. All documents and emails are fully white-labelled, so they go out under your brand—not ours. You can customise your colour palette, font libraries, imagery, and more to create a consistent look and feel that matches your brokerage’s identity. This means every client touchpoint reflects your brand and delivers the experience you want your clients to have.