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.
13 ways Foleon elevates your insurance content
Eliminate 90% of the repetitive work
You're not making hundreds of different guides — you're making the same guide, rebranded for different clients. Brand-dynamic modules and templates hold everything your clients share, maintained in one place. Each client's logo, colors, and specifics become a quick swap, not a rebuild — so a plan change updates every guide at once and saves you days of work.
Skip the copy and paste
Every renewal season, the same tables get rebuilt by hand. Foleon Extract pulls contribution grids, deductibles, and co-pays straight out of carrier SBCs and drops them into your Doc as clean, editable, on-brand content.
Keep every number current with the API
When a carrier changes a plan at the last minute, you shouldn't be chasing corrections by hand. Connect your systems to Foleon's API and comparison tables fill and update themselves — so the numbers stay right across every guide, deck, and brochure, automatically.
Answer employee questions instantly with AI
Give every benefits guide a conversational layer. Instead of scrolling a 200-page enrollment guide, employees just ask — "what's my deductible for an in-network specialist?" — and get an answer grounded in the guide itself, in your brand voice. Content that finally holds up its end of the conversation.
Start with a first draft, not a blank page
Feed Foleon a brief and the client's plan documents, and get a full, AI-generated first draft back. You approve an editable outline before anything gets built, so you steer the structure up front instead of untangling it later. Less busywork, faster guides, and you stay in control.
TRANSLATE INSTANTLY
Handling content across multiple countries can get messy. With our AI translation widget designed to make your content more accessible than ever, in just a single click, you can seamlessly translate your documents into a wide array of languages, removing the complexity and cost of hiring external parties.
Deliver materials faster
Foleon helps insurance brokerages create accurate, on-brand content fast. Reusable templates, approval flows, and built-in governance keep every guide compliant and consistent. Deliver professional enrollment materials faster, without compromising accuracy or credibility.
See Results
Leading brokerages rely on data to guide renewals and retention. Foleon shows how employees engage with content, so advisors know what’s landing and where to focus. Built-in analytics and integrations with CRMs, MAPs, and tools like GA4 give clear insights to make informed decisions.
Mobile-first by design
Your clients are on the move. Foleon Docs are responsive across all devices, making it easy for clients to view and interact with content anytime, anywhere.
Digital first, print when you need it
Some clients still need a PDF — for HR, compliance, or the file that goes in the record. Foleon exports a clean, print-ready version straight from your Doc, with control over page breaks before you export. One source, both formats, no rebuilding your guide in another tool.
Impress Clients
Move beyond boring PDFs and create experiences that command attention. With Foleon, insurance brokerages are turning benefits guides, client updates, and pitch-decks into interactive, on-brand documents that truly showcase their expertise. Engage clients with content that’s easy to navigate, visually persuasive, and always up to date.
improve collaboration
Keep control in the right hands and governance watertight. With Workspaces, user permissions, and Brand Kits, every service line can create content securely while staying on-brand. Review Mode and centralized media libraries streamline collaboration across offices and regions.
Consistent branding, every time
Protect your brand with pre-approved templates, logos, fonts, and disclaimers—no matter who’s building the content. Foleon ensures every touchpoint reflects your firm’s professionalism.
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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