Built for modern brokerages
Centralized or distributed, Foleon flexes to your structure and supports scalable growth.
Industries > Insurance
The AI-native growth platform for insurance brokerages
Benefit guides are just the start. From open enrollment to M&A pitch decks, onboarding to client retention, Foleon gives you one platform to scale organic and inorganic growth — not a point tool that stops at benefits.
Conversational AI
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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Open enrollment
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.
Create benefits guides in hours, not weeks
Stop just sharing info. Start driving decisions. Feed Foleon a brief and your plan documents, and get an AI-generated first draft back — an interactive benefit guide that secures renewals and takes the pressure off producers.
Brokers use Foleon to create:
- Digital Benefit Guides
- Client Onboarding Portals
- Renewal & Stewardship Reports
- Policy Explainer Guides
Growth through differentiation
In a competitive, commoditized space, how you present yourself matters. Whether you're winning new employer clients or acquiring smaller agencies, Foleon helps you deliver polished, personalized content that engages decision-makers and drives results.
Brokerages use Foleon to create:
- Finalist Presentations
- RFP Responses
- M&A Pitch Decks
- Capabilities Overviews
Guide and empower your agency partners
Scale efficiently by standardizing brand and content operations across every agency in your portfolio. Foleon helps you ensure all business units (especially newly acquired ones) have the same resources and compliant templates.
Brokerages use Foleon to create:
- Brand-Approved Templates
- Partner enablement toolkits
- M&A Integration Kits
- Regulatory updates
Create benefits guides in hours, not weeks
Stop just sharing info. Start driving decisions. Feed Foleon a brief and your plan documents, and get an AI-generated first draft back — an interactive benefit guide that secures renewals and takes the pressure off producers.
Brokers use Foleon to create:
- Digital Benefit Guides
- Client Onboarding Portals
- Renewal & Stewardship Reports
- Policy Explainer Guides
Growth through differentiation
In a competitive, commoditized space, how you present yourself matters. Whether you're winning new employer clients or acquiring smaller agencies, Foleon helps you deliver polished, personalized content that engages decision-makers and drives results.
Brokerages use Foleon to create:
- Finalist Presentations
- RFP Responses
- M&A Pitch Decks
- Capabilities Overviews
Guide and empower your agency partners
Scale efficiently by standardizing brand and content operations across every agency in your portfolio. Foleon helps you ensure all business units (especially newly acquired ones) have the same resources and compliant templates.
Brokerages use Foleon to create:
- Brand-Approved Templates
- Partner enablement toolkits
- M&A Integration Kits
- Regulatory updates
All of the BI Top 10 Brokers already use Foleon!
Firms like Acrisure, CCIG, Alliant, NFP, Lockton, Marsh McLennan, and AON use Foleon to scale content creation, reduce manual effort, and deliver better client experiences.
Now you can learn more about their strategy in our broker toolkit (it's free and ungated).
Interactive customer examples
Easy to create, hard to forget
Check out this selection of Foleon Docs created by other brokers.
Turnaround times that impress clients
Creating benefit guides, policy overviews, and renewal kits shouldn’t require weeks of design time. Foleon’s AI workflow and drag-and-drop editor lets anyone build brand-safe, professional content in hours — not weeks.
"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."
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Always mobile-ready and easy to share
Static PDFs get lost or ignored. Our interactive Foleon Doc format is interactive, mobile-optimized, and easy to share — so clients always get the right info, in the right format, right on time.
"Now that we’ve introduced Foleon, we can really be very consistent. We are able to create content a lot quicker."
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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.
Get a personal demo
Book a demo to get a personalized tour with guidance from one of our experts.
- See how Foleon can work for your team
- Get answers to your questions
- Discover best practices for your content strategy
See why brokers love us...
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
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
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
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