Foleon for Insurance
Create content that converts, simplifies complexity, and builds client trust
Foleon helps insurance teams modernize how they create, personalize, and manage content—faster, at scale, and always on brand. From dynamic EB guides to personalized proposals, Foleon empowers both central comms and client-facing teams to collaborate with confidence.
Your complete solution for today’s insurance content challenges
Foleon transforms static, time-consuming documents into mobile-friendly, interactive experiences that are easier to manage, easier to update, and more effective at engaging clients and prospects.
Easy to create, impossible to ignore
Foleon empowers Account Managers, Ops teams, and Marketers to create content that’s polished, compliant, and fast to produce. No design bottlenecks. No more outdated PDFs.
Simplify content creation for every team
Creating policy overviews and renewal kits shouldn’t require a design team. Foleon’s drag-and-drop editor lets anyone build brand-safe, professional content in minutes—not days.
Use templates that actually work
Consistent branding, every time
Secure, compliant, and accessible
Streamline sharing with mobile-ready, client-friendly content
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 post-distribution
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
“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
400%
Content production boost
3
Teams using Foleon
Built for modern insurance teams
Centralized or distributed, Foleon flexes to your structure and supports scalable growth.
Personalization made easy
Tailor client materials at scale with just a few clicks — and without extra design or compliance lift.
Always on-brand, always current
Control visuals, messaging, and legal language from one central source using our admin and brand colsoles.
Empower teams with no-code tools
Let account managers and marketers build content—no designers needed for day-to-day creation.
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.
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See your brand in a Foleon Doc
We'll add your logo and brand styles to one of our premium templates and send you the link.
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Trusted by over 1,400 leading brands
Serving more than 1,400 companies across the globe, our customer satisfaction and market presence levels have secured our place as a leader in our category — quarter after quarter.