Management software for insurance experts
Foldio offers a custom solution to IARD insurance professionals and other coverages, simplifying internal processes for optimal efficiency in a complex and demanding sector.
Everything you need in one place.
For IARD expertise offices looking to optimize their procedures, Foldio presents itself as a complete solution. Our software simplifies report writing, centralizes data and facilitates tracking of tasks for each employee.
Benefit from simplified file management where all essential data, from appointments to important documents, are accessible with one click. Thanks to Foldio, focus on what matters and achieve your goals with greater ease.
7hSaved per week
By digitizing your management, reduce the working time of each employee.
16%More productive
Thanks to Foldio, automate and simplify your daily procedures.
99%Satisfaction
Improve and facilitate the transmission of information within your team.
Features dedicated to
insurance expertise
Generate your reports in a few clicks
Thanks to our document generator, quickly create your reports, loss statements and other reports, whether you're in the office or on the go.
An overview of your activities
Each employee can easily and instantly view an overview of their daily objectives, including their schedule, tasks and pending reports.
An intelligently organized schedule
Our appointment assistant optimizes the planning of your visits by minimizing your travel and anticipating travel times.
A perfect accounting balance
By automatically cross-referencing invoices and commissions to pay, Foldio ensures a perfect accounting balance and optimal billing tracking.
Rated 4.9 on Google
Clients like you
Optimize your team's productivity
Don't wait any longer, schedule a demo and chat with a member of our team about the benefits of Foldio for your office.
