Manage pricing, incidents, and daily operations from a single platform.Designed to adapt to any business structure with customized permissions by office, team, or user.
Our platform uses artificial intelligence to automate your processes and help you grow.
Manual and repetitive work consumes your time and distracts you from focusing on your clients. Managing portfolios, re-quoting, and organizing data shouldn’t be an obstacle.
Quote and onboard clients automatically, with automated pricing and onboarding processes.
FEATURES
Pre-renewal work
Identify policies to review using AI and re-quote to offer the best option and retain your client.
FEATURES
Grow your portfolio
Our AI algorithm detects cross-selling and up-selling opportunities, generating automatic communication campaigns.
New production
Generate new quotes based on existing policies or any document (PDF, photo, or email). Wilfredo extracts the data, normalizes it, and automatically generates quotes in your multi-quoters or companies.
Analyze your portfolio in advance, identify clients that require review, and automate the comparison of prices and conditions between companies. Additionally, manage the defense of policies directly with insurers, centralizing documentation, tracking, and communication to avoid cancellations.
Intelligent attention from a single channel. A unique space to handle inquiries, resolve issues, and provide automated assistance. Everything is recorded and managed from your control panel, enhancing your customers' experience and your team's efficiency.
“Wilfredo has significantly reduced the workload of the sales team. It allows us to streamline processes and, above all, better understand our customers so we can provide more appropriate advice.”
Daniel Galán
Galán Herrero
RESULTS
+115%
Increase in cross-selling rate
TESTIMONIALS
What our clients say
"Wilbert has changed the way we work. What used to take hours is now resolved in minutes."
Fernando Carmona
Grupo Aico
"With Foliume, we’ve reduced operational time and significantly improved policy re-pricing. Today, we can give our customers immediate answers and spend more time on advisory work, without losing the human touch."
Clara Alonso
CorredurĂa Seguros Nogal
"With Wilbert, we’ve streamlined manual processes and gained time to focus on higher-value tasks. Quoting is now much faster, allowing us to spend quality time managing our portfolio."
Bera Perez Dugo
DCMÂ Seguros
"With Foliume, we access policy analysis quickly and efficiently. What used to take us hours now takes just minutes, thanks to the full automation of the process."
Enrique Schoch
Filhet Allard
"Foliume is a tool that enabled us to incorporate AI into our brokerage with a clear goal of driving business impact. It’s a constantly evolving product that we’ve recommended to the rest of our association."
Juan Picazo de Nova
Turboseguros Picazo de Nova
“AI is very helpful in preventing cancellations and identifying cross-selling opportunities; for this, and to launch campaigns, we use Foliume.”
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