# Folio\.Insure

> Broker management platform combining CRM, document automation, and workflow tools for insurance advisers\.

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | APAC |
| Headquarters | Wellington, New Zealand |
| Founded | 2020 |
| Stage | Growth |
| Employees | 11-50 |
| Funding | Bootstrapped |

## Overview

Folio.Insure is a broker management platform for insurance advisers, combining CRM, document management, and workflow automation into a single integrated system. The company was founded in 2020 by Roneel Kumar and Alistair Monk after the pair met through the New Zealand insurtech ecosystem, with the product incubated within Cognitiv NZ Ltd before launching commercially in mid-2021.

The platform delivers SaaS-based tools that automate the full insurance advice cycle -- covering new business, endorsements, renewals, and claims workflows. Core capabilities include a purpose-built insurance CRM (FolioCRM), automated document generation for statements of advice and policy schedules, an email filer that routes correspondence to client records, and an AI module for document data extraction and fact-find summarization. The platform integrates with INSIGHT policy ledger, Microsoft Office 365, and Outlook.

Folio serves insurance brokerages across New Zealand and Australia. In August 2025, the company separated its technology and broking divisions: its broker network was acquired by Community Broker Network (CBN) of Australia to form CBN NZ, while Folio retained full ownership of its software platform. The company was named the 2025 ANZIIF New Zealand Insurtech Startup of the Year.

## Products & services

### Folio Broker Platform

An all-in-one broker management system that automates and connects the full insurance advice cycle, covering new business intake, endorsements, renewals, and claims across a single interface.

**Key features:**

- FolioCRM: insurance\-specific client relationship management with policy tracking and interaction history
- Document automation for statements of advice, policy schedules, invoices, and compliance documents
- Automated email filer that routes inbound email to the relevant client records
- Pre\-renewal automation including draft email generation and debtor/invoice follow\-up via email and SMS
- White\-label mobile apps and digital proposal tools for client\-facing delivery

*Target users:* Insurance brokers and advisers in New Zealand and Australia

### Folio AI

AI-powered capabilities embedded in the Folio platform that reduce manual data entry and speed up the advice process.

**Key features:**

- Automated fact\-find summaries extracted from broker notes and emails
- Policy schedule data extraction via AI document reading
- AI\-assisted pre\-renewal email draft generation

*Target users:* Insurance advisers and support staff within Folio subscriber firms

### Folio Broker Portal

A web portal at portal.folio.insure that serves as the primary interface for brokers accessing day-to-day workflow management and client servicing functions.

*Target users:* Insurance brokers using the Folio platform

## Category & focus

- Subcategories: Agency Management System, CRM, Document Automation, Workflow Automation
- Insurance verticals: P&C Commercial, Specialty/E&S
- Target customers: Brokers

## Notable customers

- Insurance Partners Group \(IPG\), Tauranga, New Zealand
- Gerrards Insurance, Christchurch, New Zealand
- Kumeu Insurance, Auckland, New Zealand
- TIME Insurance, Wellington, New Zealand
- Marble Insurance, Auckland, New Zealand
- Your Generation General \(YGG\), Auckland, New Zealand
- Commercial Insurance Exchange \(CIX\), Hamilton, New Zealand
- Empire Insurance

## Links

- Website: <https://www.folio.insure/>
- Directory profile: <https://insurtechlist.com/companies/folio-insure/>
- Linkedin: <https://nz.linkedin.com/company/folioinsure>
- Broker portal: <https://portal.folio.insure/>

---

*Last updated: 2026\-06\-13*