THE BROKERS WHO LEAD BUILD SYSTEMS, NOT JUST CONTENT

Every firm in the top 10 has made this shift. Not because it was trendy, but because it was necessary.

They’ve moved away from disconnected tools and reactive workflows toward shared systems that scale with the business. They haven’t replaced their people — they’ve amplified them.

If your content still lives in PDFs, attachments, and shared drives, the question isn’t whether change is coming. It’s whether you’ll lead it.

Where do you stand? Before deciding what comes next, consider:

  • How much of your client‑facing content is still static?
  • Can teams update materials themselves without risking the brand?
  • How quickly can critical changes be rolled out across the organization?
  • Do you know how clients engage with what you send?

The technology is here. The playbook is proven. The top brokers are already doing it.

The only question left is whether you’ll follow — or fall behind.

ALL OF THE TOP 10 US INSURANCE BROKERS USE FOLEON FOR THEIR CONTENT

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With Foleon, brokers aren’t just creating better materials. They’re changing how teams across the organization work together, share information, and show up for clients.

  • Time saved: One firm reduced benefit guide creation from 5 days to under 2
  • Costs cut: Another saved over $4,000 per client just by eliminating printed packets
  • More control: Producers can now make edits themselves, without going off-brand
  • Real engagement: Firms are reporting 7–9+ minutes average read time on key docs
  • Deeper insights: Teams know which pages get attention and which get ignored

WHAT BROKERS ARE BUILDING WITH FOLEON TODAY

For Clients & Employees

  • Digital benefits guides (mobile-first, interactive, personalized)
  • Open enrollment hubs with video, links, and real-time updates
  • New hire portals for onboarding and education
  • Quarterly review content and thought leadership

For Marketing

  • Digital market reports and annual reports with interactive data
  • Thought leadership content like dynamic white papers and brochures
  • Personalized landing pages and microsites

For Sales Teams & Producers

  • Interactive proposals and RFP responses
  • Modular renewal decks and cross-sell collateral
  • Capabilities presentations that extend beyond the room

For Internal Use & Operations

  • HR newsletters, training materials, and internal campaigns
  • Local office templates with global branding baked in
  • Data-heavy reports and insurer benchmarking documentation

TALK TO ONE OF OUR BROKER EXPERTS!

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GET YOUR PERSONALIZED BENEFITS GUIDE TEMPLATE

All of the top 10 US insurance brokers use Foleon for their benefits guides. Now, you can use the same template they do. Foleon helps you create benefits guides in days, not weeks

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