Data tools that help you boost your policy-per-customer ratio

Strengthen your cross-selling and portfolio retention with customer segmentation solutions, marketing automation, sales agenda definition, and automatic re-quoting.

Segment

Our algorithm, powered by artificial intelligence, automatically detects the risk of policy lapses and the best cross-selling opportunities for each client.

You will receive the Next Best Action for each client, for every agent and office, automatically.

Campaigns

Execute the campaigns recommended by our algorithm automatically and effortlessly.

Communicate with your clients via email, SMS, and WhatsApp, launching the best actions for churn prevention and cross-selling.

Sell

Provide each member of your sales team with an individual CRM containing actionable tasks and reasons to act.

Use our CRM with individual access, reminders, registered deadlines, and call tracking. Or integrate the actions into your own CRM.

Re-rate

If you're a broker, you'll know that portfolio review is a time-consuming process for your sales team.

Therefore, automatic re-rating will allow you to free up your team's time so they can focus on what's most important: advising the client and selling.

"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

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

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