Overflowing inboxes, customers waiting for answers, and teams constantly moving data between WhatsApp, email, calls, and the ERP. Client Hub centralizes your operations so every task has context, tracking, and a clear owner.
WhatsApp, email, calls, and forms—all in one place. Every conversation maintains its full history, context, and traceability.
Automated routing
Every case reaches the right manager based on line of business, urgency, and workload. No manual rules, no bottlenecked queues.
24/7 automated support
AI resolves basic inquiries—duplicates, payments, claim status—even after hours. Your team starts the day with an up-to-date inbox.
Integration
Ready to work with you
Foliume integrates into your brokerage without disrupting what already works.
Integration
Connected to what you already use.
ERPs, multi-quoters, carriers, and your team's communication channels. Foliume lives within your workflow, with no migrations or changes for the staff.
Activation
Operational in days, not months.
No IT projects, no migrations. Your team will be working with Foliume before the week is out.
Security
Privacy by design
Encrypted data, role-based access, and full traceability. Every agent action is logged.
The AI assistant that quotes, onboards, and delivers policies without breaking the conversation. Let your team refocus on what they do best: advising and selling.