THE INSURANCE BROKERAGE

CONTENT KIT

From digital benefits guides and M&A pitch decks to client retention and microsites, Foleon helps insurance brokerages grow both ways: winning new clients and folding in acquired firms, with content that sets your firm apart and keeps your brand consistent across every office. It's all here, curated in one place.

E-BOOK:

HOW THE TOP 10 INSURANCE BROKERS SURVIVE OPEN ENROLLMENT

BROKER TOOLKIT:

INSIDE THE STRATEGY OF THE TOP 10 INSURANCE BROKERAGES

Success stories

BENEFIT GUIDE

ALLIANT

Alliant saves over $4,000 Per client by switching to digital 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."

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EMPLOYEE BENEFIT GUIDE

CCIG

CCIG Improves and grows client communications by 400%

"In our first month of using Foleon, we created 15 documents that went live and were published. Today, less than a year later, we have nearly 200 individual documents."

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EMPLOYEE BENEFIT GUIDE

NFP

NFP Reinvents Benefits Communications with Foleon

“The traditional way of communicating employee benefits by putting together a lengthy and wordy PDF Benefits Guide was no longer fulfilling our clients’ needs.”

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BENEFITS GUIDE & MORE

LOCKTON

Lockton strengthens global collaboration and brand governance “We’ve seen massive improvement in engagement, lead generation, and producers find it valuable.”

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