The growth platform for insurance brokerages
From digital benefits guides to M&A pitch decks to client retention, Foleon helps you scale organic and inorganic growth strategies with content that differentiates your firm and standardizes your brand.
Your complete content solution
Streamline open enrollment, speed up onboarding for new acquisitions, and empower teams to publish digital materials that boost client satisfaction and drive retention — all with a fraction of the effort you're used to.
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.
Example content from other brokers
Turnaround times that impress clients
Creating benefit guides, policy overviews, and renewal kits shouldn’t require weeks of design time. Foleon’s drag-and-drop editor lets anyone build brand-safe, professional content in days — not weeks.
Use templates that actually work
Consistent branding, every time
Secure, compliant, and accessible
"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."
400%
content production boost
3
teams using Foleon
Always mobile-ready and easy to share
Static PDFs get lost or ignored. Foleon Docs are interactive, mobile-optimized, and easy to share — so clients always get the right info, in the right format, right on time.
Mobile-first by design
Interactive by default
Update even post-distribution!
"Now that we’ve introduced Foleon, we can really be very consistent. We are able to create content a lot quicker."
100+
Docs created in no time
90
producers collaborating
Gain insights, improve results
Foleon makes it easy to understand how your content performs — so you can improve what you send, personalize your follow-up, and prove ROI.
Track engagement across assets
CRM and analytics integrations
Prove the ROI of your communications
Built for modern brokerages
Centralized or distributed, Foleon flexes to your structure and supports scalable growth.
Automate content with our API
Eliminate human error and end the copy/paste work by connecting your system to our API.
Always on-brand, always current
Control visuals, messaging, and legal language from one central source using our admin and brand colsoles.
Auto-segment your audiences
Our personalization tools let you show relevant content to the right audiences without creating multiple versions.
Secure and enterprise-ready
Stay compliant, connect seamlessly, and scale confidently across your org, knowing your data is safe.
Lots of advanced integrations
Connect content to your CRM, marketing automation platforms, and thousands of other apps and services.
See why brokers love us...
Alliant Saves $4,000 Per Client by Switching to 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, Alliant
CCIG Improves and 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, CCIG
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, Lockton
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 Comms Consultant, NFP
