Insurance broker's growth machine

Brokers & agentes use Foliume to personalize their client's campaigns and free time in their agendas while improving cross-selling & churn.

Book an exploratory call

Increase your premiums while you're asleep

Solutions that prevent churn and increase cross-selling rates, AI-powered.

Solutions

Measure

Measure and benchmark your retention & x-selling rates.

Identify

Understand your client's churn propensity and prioritize your actions with them.

Predict

Anticipate your clients' future needs based on your past clients behaviors.

Act

Launch personalized campaigns that combine email, phone and personal visits.

Soluciones

Identify

Learn which are the with a higher likelihood to improve their coverage.

Segment

Automatically understand which is the ideal product to offer your customer base.

Define

Select your customer's ideal journey based on their characteristics.

Act

Launch personalized campaigns that combine email, phone and personal visits.

Foliume is a subscription based solution.
Pay as you obtain (great) results.

Problems with a broker's client portfolio

Acquiring a new client is between 5 to 25 times more expensive than retaining and growing an existing one.

However, most of broker's investment focuses on new client acquisition.

Why? Obtaining good results managing your existing portfolio is a hard task.

Which clients have the largest LTV for my brokerage?
Which churn is manageable and which one isn't?
What's the right timing and channel to contact my client?
Which actions improve cross-selling without damaging retention?

At Foliume we answer these questions with the first client's marketing tool for brokers AI powered.

Results that speak by themselves

34%

Increase in churn retention rates.

+115%

Improvement in cross-selling rates.

Steps to launch Foliume

We want to make sure Foliume makes sense to your brokerage.
That's why we follow these rigorous steps:

Book an exploratory call

We will analyze your needs and introduce our solution.

Feasibility analysis

Pilot project

Taking a deep dive in your anonymized data, we will conclude the viability of the solution & project the business impact in premiums.

Launch optimized campaigns to retain and cross-sell, analyze results and learn if Foliume suits your expectations.

Start your journey

Book an intro call

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