All content types ﹥ Benefits guides

Create Digital Benefits Guides 4x Faster

Deliver superior digital experiences that secure renewals. Carrier changes reflect in guides automatically via our API. Measure what employees actually read. And reduce the burden on producers with our AI workflows.

All of the BI Top 10 Brokers already use Foleon!

Firms like Acrisure, CCIG, Alliant, NFP, Lockton, March McLennan, and AON use Foleon to scale content creation, reduce manual effort, and deliver better client experiences.

Now you can learn more about their open enrollment strategy in our eBook (it's free and ungated).

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Creating and updating digital benefits guides is easier than ever

Streamline open enrollment with, easy-to-create, comprehensive, digital benefits guides. Stay brand no matter who creates them, and distribute rate changes with a few clicks.

Everyone else sends PDFs. Yours answer back.

Built-in chat improves employee understanding by letting them ask questions in plain language. "What's my deductible for an in-network specialist?" Answers are grounded in the guide itself, in your brand voice, not a generic chatbot. Enhance client satisfaction and avoid disputes. Your content, finally holding up its end of the conversation.

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Eliminate the Q4 crunch

You're not making one — you're creating hundreds of benefit guides for dozens of clients, with small branding tweaks. Foleon's AI-first workflow gives you your time back, doing 90% of the work for you.

Brokers use Foleon for good reason

More than just benefits guides. Foleon lets you scale your entire content operation, reduce manual effort, and deliver better client experiences. No wonder all of the top 10 US brokers use Foleon.

Built for modern brokerages

Centralized or distributed, Foleon flexes to your structure and supports scalable growth.

Automate content with our API

Automatically generate and update benefit guides by connecting your system directly to our API.

It's perfectly responsive

Unlike with PDFs, where you have to zoom and pan around, everything you create with Foleon is mobile-friendly out of the box.

On brand whoever makes them

Protect your brand with pre-approved templates, logos, fonts, and disclaimers — no matter who’s building the content. Foleon ensures every touchpoint reflects your firm’s professionalism.

High-quality templates

Make use of our professionally-designed digital benefits guide templates, or start from scratch. Use custom themes so everything matches your brand or account.

Lots of advanced integrations

Connect content to your CRM, marketing automation platforms, and thousands of other apps and services via our native integrations or tools like Zapier and Connectly.

Get your personalized benefits guide template

When you request this premium benefits guide template, we'll add your logo and brand styles and send you the link. You can then customize it further.

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See why customers love us...

Alliant success story - blue logo
Success Story

Alliant Saves Over $4,000 Per Client by Using Foleon for Their Guides

“With Foleon I'm able to get an entire benefits guide done in one to two days where a physical benefits guide is about 25 pages and that's clearly taking me over a week.”

Christina Christensen, Account Manager Lead and Midwest Communications Specialist at Alliant Christina Christensen, Account Manager Lead and Midwest Communications Specialist at Alliant
CCIG Success story-1
Success Story

CCIG Improves & Grows Client Communications by 400%

“Foleon has made it easy for us to move quickly. Enabling more sales, increased high-revenue opportunities, and improved client experience, particularly with our employee benefit guides.”

Davis Snedeker, Marketing Director at CCIG Davis Snedeker, Marketing Director at CCIG
Lockton success story
Success Story

Lockton Strengthens Global Collaboration and Brand Governance

“Now that we’ve introduced Foleon, we can really be very consistent. We are able to create content a lot quicker.”

Ashleigh Arthur, Head of Creative UK & Europe, Lockton Ashleigh Arthur, Head of Creative UK & Europe, Lockton
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Success Story

NFP reinvents benefits communications with Foleon

“When we first experienced the Foleon output, we were impressed. It was a great experience and perfectly optimized for tablet and mobile. It’s very easy to read and user-friendly.”

Matt Simanski, Enterprise Employee Communications Consultant at NFP Matt Simanski, Enterprise Employee Communications Consultant at NFP

And it's for more than just benefits guides.

Foleon makes it easy for global teams to create high-impact digital documents and microsites at scale. Govern every asset, stay compliant, and put AI to work — securely, across the entire business.