Identifies eligible profiles based on active policies. Calls with a personalized proposal, handles objections, and schedules the closing call.
Sales prospecting
Filters real interest from cold lists or dormant leads. It qualifies, schedules meetings, and delivers a lead that is ready to close.
Unpaid premium collections
Clear reminders for pending payments, professional objection handling, and securing payment commitments or direct debit updates.
Portfolio retention
(Churn defense)
Proactive calls triggered by churn signals. It probes for the real reason, proposes personalized retention offers, or escalates to a manager when there is room to negotiate.
Lead generation & renewal tracking
Inquires about third-party policies, logging the carrier, line of business, and expiration date. It schedules the next touchpoint before the renewal window.
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.
