AI FOR INSURANCE AGENTS & BROKERS

Improve your portfolio revenues by 61%

Empower your agents with our complete artificial intelligence solution to increase cross-selling and strengthen portfolio defense. Includes automatic quoting, digital campaigns and partner management.

Portfolio analysis with AI

Automatic detection of policy churn risk and cross-selling recommendations for each of your customers. We recommend the next best action, showing the reasons behind each recommendation (AI explainability).

Campaign launcher

Launch optimal actions for churn prevention and cross-selling through Email, SMS, and/or WhatsApp. Execute monthly and recurring campaigns effortlessly for you and your team. Over 20 email templates and texts included.

Approve actions, measure, and improve your commissions

Agents optimization

Get your sales team and collaborators to act on different campaigns in a centralized manner.

Integrate with your CRM or use our integrated campaign manager with individual access, reminders, collected of due dates, and call logs.

"Foliume is a tool that allowed us to incorporate AI into the brokerage with a clear goal of impacting the business. It is a continuously evolving product that we have recommended to the rest of our association."

Juan Picazo de Nova
Turbosegurospicazo de nova

"AI helps a lot to prevent cancellations and identify cross-selling opportunities, for this and launching campaigns we use Foliume."

Jesús CanovacaDCM SEGUROS

"The agreement with Foliume is a fundamental piece in providing us with the tools to be able to establish our future strategies, and improve the quality of our communication, service and customer care."

Joaquín TaberneroSenda Brokersfinsa

"Foliume has made a significant qualitative leap in strategies related to minimizing an essential KPI such as churn. Their knowledge of the insurance sector has saved us a lot of time (and money), working in an agile and simple way."

Gonzalo pintado Garcíainsurama

“Foliume is a tool that allowed us to incorporate AI into the brokerage with a clear goal of impacting the business. It is a continuously evolving product that we have recommended to the rest of our association."

Juan Picazo de Nova
Turbosegurospicazo de nova

"AI helps a lot to prevent cancellations and identify cross-selling opportunities, for this and launching campaigns we use Foliume."

Jesús CanovacaDCM SEGUROS

Joaquín TaberneroSenda Brokersfinsa

How it works

Smart Segmentation

AI algorithms determine the next best action for each policyholder in your portfolio.

Churn & cross-selling actions

Focus on those customers at risk of churn and of high value, and recommend appropriate products

Launch digital actions

Send personalized emails & text messages to your customers, coordinated with the sales network

Measure & improve

Metrics for digital campaigns, traceability of agent actions, and results by collaborator.

Results speak for themselves

34%

Improved churn rate

+115%

Improved crossed-selling

Agencies

All-in-one solution to increase customer lifetime value by automating cross-selling processes and preventing customer churn.

Carriers

Activate your sales network with tools and reminders so that collaborators can make effective contact with customers

Get in contact with us

Send a message

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