About Foliume

Foliume provides a customer care platform for insurance brokers and agents in Ibero-America, utilizing AI-driven segmentation to identify policy retention risks and cross-selling opportunities. The software automates portfolio re-rating and campaign execution, enhancing client engagement and significantly improving retention and cross-sell rates.

```xml <problem> Insurance brokers and agents in Ibero-America often face challenges in efficiently managing their client portfolios, identifying retention risks, and capitalizing on cross-selling opportunities. Manual portfolio reviews and campaign execution are time-consuming, hindering client engagement and revenue growth. </problem> <solution> Foliume offers an AI-powered customer care platform designed to streamline portfolio management for insurance brokers and agents. The platform uses AI-driven segmentation to identify policy retention risks and cross-selling opportunities within existing client portfolios. By automating portfolio re-rating and providing a CRM with recommended actions, Foliume enables insurance professionals to proactively engage with clients, improve retention rates, and increase cross-selling success. The system facilitates the execution of targeted communication campaigns via email, SMS, and WhatsApp, ensuring timely and relevant interactions with clients. </solution> <features> - AI-driven segmentation to identify clients at risk of policy cancellation. - Automated portfolio re-rating to quickly present clients with updated policy options. - CRM integration with reminders, recorded expirations, and call tracking. - Automated campaign execution across multiple channels (email, SMS, WhatsApp). - Cross-selling and up-selling opportunity detection via AI algorithms. - Integration capabilities with existing CRM systems. </features> <target_audience> Foliume targets insurance brokers, agents, and agencies in Ibero-America seeking to improve client retention, increase cross-selling rates, and automate portfolio management processes. </target_audience> <revenue_model> Foliume offers tiered pricing plans for brokers and agencies, including Broker Pro, Broker Premium, Enterprise, and Agencies, with options for a free demo. </revenue_model> ```

What does Foliume do?

Where is Foliume located?

Foliume is based in Madrid, Spain.

When was Foliume founded?

Foliume was founded in 2021.

How much funding has Foliume raised?

Foliume has raised 980000.

Location

Madrid, Spain

Founded

2021

Funding

980000

Employees

10 employees

Major Investors

TinySeed

Find Investable Startups and Competitors

Search thousands of startups using natural language

AI voice (2021+)underground pipe robots energy flexibility software

Start Searching

Foliume

⚠️ AI-generated overview based on web search data – may contain errors, please verify information yourself! You can claim this account with your email domain to make edits.

Executive Summary

foliume.com 1K+

Crunchbase

Founded 2021 – Madrid, Spain

Funding

Estimated Funding

$500K+

Major Investors

TinySeed

Team (10+)

No team information available.

Company Description

Problem

Insurance brokers and agents in Ibero-America often face challenges in efficiently managing their client portfolios, identifying retention risks, and capitalizing on cross-selling opportunities. Manual portfolio reviews and campaign execution are time-consuming, hindering client engagement and revenue growth.

Solution

Foliume offers an AI-powered customer care platform designed to streamline portfolio management for insurance brokers and agents. The platform uses AI-driven segmentation to identify policy retention risks and cross-selling opportunities within existing client portfolios. By automating portfolio re-rating and providing a CRM with recommended actions, Foliume enables insurance professionals to proactively engage with clients, improve retention rates, and increase cross-selling success. The system facilitates the execution of targeted communication campaigns via email, SMS, and WhatsApp, ensuring timely and relevant interactions with clients.

Features

AI-driven segmentation to identify clients at risk of policy cancellation.

Automated portfolio re-rating to quickly present clients with updated policy options.

CRM integration with reminders, recorded expirations, and call tracking.

Automated campaign execution across multiple channels (email, SMS, WhatsApp).

Cross-selling and up-selling opportunity detection via AI algorithms.

Integration capabilities with existing CRM systems.

Target Audience

Foliume targets insurance brokers, agents, and agencies in Ibero-America seeking to improve client retention, increase cross-selling rates, and automate portfolio management processes.

Revenue Model

Foliume offers tiered pricing plans for brokers and agencies, including Broker Pro, Broker Premium, Enterprise, and Agencies, with options for a free demo.