Get a policy quote by simply providing the license plate or describing the risk in a text or audio message.
Hi! I’d like to get a quote for my client’s car insurance can you help me out?
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Of course! Just send me the plate number and I’ll take care of it.
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The plate number is 1234-XYZ
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All set! Here’s your quote 👉
www.foliume.com/84210
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Renewal Agent
Renewing policies has never been easier: request a specific renewal, upload an Excel with multiple policies, or let the system handle the defense automatically with the insurer.
insurance_quote.xls
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Hi! Can you help me renew these policies? I'm sending you an Excel file with all of them.
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Absolutely! I’ll analyse the premiums, detect any increases, and suggest the best option for your clients.
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Thank you!
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Policy duplicates
Does your client need their policy? Just request the duplicate via chat, share the name or policy number and receive the PDF in seconds on WhatsApp.
Hi Wilbert! I need duplicates of two policies: Zurich – 20012346 Zurich – 30065432 Can you get them for me?
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Done, you now have access to the PDF duplicates:
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zurich_20012346.pdf
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zurich_30065432.pdf
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Claims and receipt status
Check the status of a claim or pending receipts without making a call, just enter the claim or policy number and Wilbert will tell you the current status and next step.
Hi Wilbert! I’d like to know the status of the claim associated with this policy: Allianz - 45678901 Can you tell me how it’s going?
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The claim is currently under evaluation. Next step: an adjuster will contact your client within the next 48 hours.
Would you like me to notify you when there’s an update?
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Cross-selling suggestions
Wilbert automatically scans your portfolio to identify clients with unmet needs and suggests tailored cross-selling opportunities.
I’ve been reviewing your portfolio and found some cross-selling opportunities you might want to check out.
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For example, your client María López has car insurance but no home policy.
Want me to prepare a quick quote?
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Yes, quote it!
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Ready to see Wilbert in action?
Book a demo and see how Wilbert handles quotes, renewals and policy requests for your brokerage, inside the tools you already use.
Foliume integrates into your company 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.
