Folio for broker operations

Every broker email is a record. Most never get filed.

Folio connects to Microsoft 365, matches each message to the right client workspace, and files it into SharePoint — with confidence scoring and human review where it matters.

See how it works

Microsoft 365 connected SharePoint-native Human review built in Data stays in your tenant

Start with the first brokerage admin. Billing is activated once, then the rest of the team can be invited from setup.

Commercial motor update Incoming email · 76%

Invoice thread Client / policy match · 99%

Claims reply Filed via thread memory · 97%

See what’s happening at a glance

Coverage update for the Blue Ember motor programme

Each email shows its confidence score, suggested location, and filing action — so brokers stay in control without doing the work.

Incoming email Client / policy match Review / approve actions

Confidence score 76% — sent to review instead of filed blindly.

Suggested SharePoint path Blue Ember Co / 25-26 / Policy / Commercial Motor

The problem

Important client records are sitting in inboxes.

Broker email contains critical client history — quotes, binders, endorsements, claims.

But in most teams:

Filing is manual and inconsistent
Messages are left in inboxes “for later”
Context gets lost across threads
Records never make it into SharePoint

Over time, your system of record stops being complete.

The consequence

When email isn’t filed properly, it creates real risk.

Client history is fragmented or missing
Teams rely on memory or inbox search
Audit trails are incomplete
Compliance exposure increases
Filing gets deprioritised indefinitely

The longer it goes on, the harder it is to fix.

The solution

Filing happens automatically — without losing control.

Folio monitors your Microsoft 365 mailbox and understands who the client is, which policy or deal it relates to, and how the conversation has evolved.

Then it:

Files high-confidence messages automatically
Flags uncertain ones for review
Shows exactly where and why each email is filed

Nothing disappears. Everything is visible.

Automation with control

Every filing decision stays visible

Brokers can see the suggested SharePoint path, the confidence level, and the reasoning before anything uncertain moves.

Built for real broker workflows

Thread context is part of the decision

Replies inherit prior decisions, so teams do not re-triage the same client thread every time another email lands.

How it works

How Folio files email correctly.

Step 1

Connect Microsoft 365

Securely link your mailbox in minutes.

Step 2

Folio understands your context

Clients, policies, broker relationships, and email threads.

Step 3

Review what needs attention

Only uncertain matches appear in your queue.

Step 4

Emails are filed into SharePoint

Clean, consistent records — without manual effort.

Product details

Designed for how broker communication actually works.

Feature 1

Confidence scoring

Every filing decision includes a confidence level.

Feature 2

Thread-aware filing

Replies inherit context — no repeated decisions.

Feature 3

Clear reasoning

See why an email was matched to a specific client or folder.

Feature 4

Review queue

Edge cases stay visible until a human confirms.

Trust

Built for brokerages that need control.

Your SharePoint stays the source of truth

No parallel systems. No data duplication.

All data stays in your Microsoft tenant

Nothing is stored outside your environment.

Every action is auditable

Clear record of what was filed, where, and why.

No black-box automation

You can always review, override, and understand decisions.

Get started

Start filing email properly.

Get your SharePoint records back to complete and reliable.

Takes minutes to get started.

See how it works

Workspace

Account

SharePoint target Not configured

Open setup Choose a site and library in setup.

Outlook tags Mirror filing status back into Outlook.

Status

Everything important, in one quick checkpoint.

Confirm the mailbox, SharePoint target, and the next action for this brokerage. Then move straight back into setup or the review queue.

Filing target loading... Records stay in your Microsoft tenant

Current filing target

Waiting for SharePoint target

Use setup to choose the site, library, and root folder that should receive approved emails.

Mailbox health

Mailbox watch not started yet

Connect Microsoft 365 and run the first refresh to start watching inbox and sent mail.

No mailbox activity to show yet.

What to do next

Move into setup

Connect Microsoft 365, confirm the SharePoint target, and load enough client context to start reviewing live mail.

Tenant Setup

Self-serve onboarding

Connect Microsoft 365, choose a filing target, and load just enough Folio context to make mailbox filing trustworthy from day one.

Readiness

Make this brokerage ready to file safely

Checking

This workspace will guide an organisation from Microsoft 365 connection through to live Folio deal sync.

Progress

Loading onboarding state...

Brokerage

Checking brokerage assignment...

Shared context

Loaded records

Next best step

Checking setup…

We are working out the shortest path to a successful first filing.

Step 1

Connect Microsoft 365

Start by connecting the mailbox that will review, route, and file live email for this brokerage.

If the mailbox is already connected, you can reconnect it here to refresh access or switch accounts.

Step 2

Choose the SharePoint filing target

Start with the site and document library where approved emails should be filed.

SharePoint site URL

Document library

Only SharePoint document libraries are listed here. Standard SharePoint lists are not valid filing targets.

Root folder inside the library

Step 3

Load the one-time bootstrap data

CSV or JSON

Add the files you have, then run the loader. Only the data needed for matching has to be present.

Add one or more files, then run the one-time loader to create your first folder plan.

Clients first Contacts strengthen matching Policies and deals sharpen destination choice

Clients Base folders and client names

CSV or JSON file Optional pasted records

Contacts Sender and recipient context

CSV or JSON file Optional pasted records

Policies Policy numbers and line-of-business context

CSV or JSON file Optional pasted records

Deals Active workspaces from Folio

CSV or JSON file Optional pasted records

Step 4

Preview and create the filing structure

0 mapped folders

This panel starts as a preview. Provisioning is a separate step that actually creates folders in SharePoint.

Import clients, policies, or deals to preview workspace folders.

Step 5

Add teammates to the brokerage

We are working out which brokerage the current user belongs to.

Add the rest of the team once the brokerage is active and the filing target is in place. Brokerage admins can update shared setup. Members can only review, route, and file mail.

User email Display name Access level

Support

Confidence check

Use this as a final scan before you move on, not as a second primary workflow.

Support

What changed last

Recent setup actions appear here so you can confirm the last change before testing live mail.

No onboarding actions have been run yet.

Paste client, contact, policy, or deal data to model a new organisation.

Internal

Brokerage management now lives in setup

The first-user brokerage creation flow happens during sign-up. Day-to-day team access and shared setup are managed from the Setup page.

Readiness

Checking signed-in user...

We are working out which brokerage the current user belongs to.

Next best step

Create the brokerage

Start by creating the brokerage that should own shared clients, policies, deals, and filing setup.

Subscription

Billing not started

The first brokerage admin activates billing once. After that, add the rest of the team here.

Internal note

First-user signup owns brokerage creation

This surface is no longer part of the normal customer workflow. Brokerage creation, billing activation, and the initial admin assignment happen during first-user sign-up.

Inbox

Select an email

Choose a message from the inbox to inspect it in full.

The full email will appear here once a message is selected.

Proposed file path

Select a message

Awaiting input

No decision yet

No message selected

Choose an item in the queue to inspect the filing logic, confidence, and audit record.

Actions

Reasoning

Pipeline pending No entity selected

Other plausible folders

Candidate ranking appears after matching.

Reasoning history