foliume Review, Pricing & Features

Foliume gives insurance brokerages and agencies AI assistants for instant quoting, multichannel client support, and automated outbound calling.

Category
CRM
Pricing
Custom, quote-based pricing tailored to portfolio size and usage volume; no public pricing tiers are listed and customers must request a quote.
Verified
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Last updated
August 6, 2026
AgenciesAI

Foliume builds AI assistants purpose-built for insurance distribution, serving brokerages, carriers, agencies, bancassurance operations, and car dealerships. The platform is organized around three products that can be licensed individually or together: Wilbert, an AI assistant that generates insurance quotes from a license plate, voice note, or uploaded file and can handle bulk re-pricing and policy delivery; Client Hub, a unified inbox that consolidates WhatsApp, email, and phone calls with automated routing and 24/7 handling of routine policyholder inquiries; and Voice Agents, autonomous AI callers that run outbound campaigns for cross-selling, collections, renewals, and prospecting with CRM synchronization. Founded by Martín Fagioli and Guillermo Vergara and headquartered in Madrid, Spain with a second office in Montevideo, Uruguay, Foliume is backed by investors including Pitchdrive, Íope Ventures (Telefónica's CVC arm), and TinySeed. The company reports over 110 active companies on the platform, with self-reported case-study results including large reductions in manual processing time and increases in cross-sell/upsell conversions.

Key Features

Pros & Cons

Pros

  • Purpose-built for the insurance workflow (quoting, onboarding, renewals) rather than a generic AI chatbot
  • Covers the full customer lifecycle across three connected products (quoting, support inbox, outbound voice)
  • Multichannel support consolidation (WhatsApp, email, calls) into one inbox with 24/7 automated handling
  • ISO 27001 certified and GDPR compliant, which matters for regulated insurance data
  • Backed by institutional investors including Telefónica's CVC arm, suggesting operational stability

Cons

  • No public, self-serve pricing — buyers must request a custom quote before evaluating cost
  • Narrow vertical focus on insurance distribution means it isn't useful outside that industry
  • Small team (~15 people across two offices), which may limit support bandwidth at scale
  • Case-study performance figures (90% time reduction, 115% cross-sell increase) are self-reported, not independently audited

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