Platform

A clearer foundation for the work your brokerage runs.

Morefold is being shaped to bring your knowledge together, support source-led work and keep people in control of external actions.

Knowledge

One organised source of truth for your brokerage.

Upload the files your brokerage runs on and Morefold reads them, classifies each one, and organises them into a searchable library.

Everything stays inside your own workspace, so what your business knows stays in the business even when people move on.

Knowledge library

142 documents

Search your brokerage knowledge

Name Source Updated
Harbourview Cafe — Renewal terms 2026.pdf Gmail Today
Bayside Panel Beaters — Certificate of Currency.pdf Yesterday
Coastline Plumbing — Policy Schedule 2025.pdf Google Drive 2 days ago
Redgum Civil — Claims history.pdf 6 days ago
Northshore Physio — Business Pack wording.pdf Outlook Last week
Filed from your connected systems, or uploaded Open library
The Morefold knowledge library: five brokerage documents listed newest first, three showing the connected system they came from, two uploaded by hand, each with when it was last updated.

Ask

Ask a question, get a cited answer.

Ask a question and Morefold answers from your own files, with every claim linked back to the exact passage it came from.

Open the source and check it before you rely on it.

Ask

Whole knowledge base One document One client

What is the standard excess on property cover?

Answer

The standard property excess is $1,000 across Coastline Plumbing’s current business pack1. Flood and storm surge carry a separate $10,000 excess under the renewal terms2.

Sources (2)

1 Coastline Plumbing — Policy Schedule 2025.pdf Property section · p. 4

2 Renewal terms — QBE.pdf Excess schedule · p. 11

Open the source and check it before you rely on it Open source
The Morefold Ask screen: a question about the standard property excess, scoped to the whole knowledge base, answered in two sentences with numbered citations inline and both source documents listed underneath with their page numbers.

Integrations

Works with the tools you already use.

Morefold connects to the storage and email your brokerage already runs on: Google Drive, OneDrive, SharePoint, Gmail and Outlook.

Your files and messages stay where they live. Morefold works with them there.

Connections

3 connected
  • Google Drive Storage Connected
  • OneDrive Storage Connect
  • SharePoint Storage Connected
  • Gmail Email Connect
  • Outlook Email Connected
Files stay where they are. Morefold reads them in place. Add a connection
The Morefold connections screen: Google Drive, OneDrive, SharePoint, Gmail and Outlook listed as storage or email connectors, three of them connected and two available to connect.

Compare

See what changed, side by side.

Put documents side by side and Morefold fills in the comparison, flags where they differ, and cites each answer.

Spot the gaps and the changes without reading every page twice.

Compare documents

2 differences
Policy Schedule 2025 Renewal terms — QBE
Property limit $2.4m $2.8m
Flood & storm surge excess Changed $5,000 $10,000 p. 11
Business interruption 12 months 12 months
Cyber extension Added Not covered $250,000 p. 14
Every difference cited to the page it came from Mark reviewed
The Morefold comparison screen: last year's policy schedule against this year's renewal terms, four attributes lined up, with the flood and storm surge excess marked as changed from $5,000 to $10,000 and a cyber extension marked as newly added, each linked to its page in the renewal document.

Approvals & Audit

Nothing goes out without a person.

Morefold prepares the work, then waits. A broker reviews it, edits if needed, and approves before anything is sent.

Routine internal steps can happen in the background. When an action affects a client, insurer or important business record, it waits for your decision. The level of control follows the action.

Every step, from the source information to the final result, is recorded together so you can always see how a decision was made.

Every action you approve also teaches Morefold how your brokerage works, and what it learns stays in the business.

Waiting on you

Due in 5h

Renewal follow-up to Coastline Plumbing

Prepared message

Hi Dana, we are getting your business pack renewal ready for 14 October. We still need your updated claims history before we can approach the market.

Why this was prepared

Renewal due 14 October Policy Schedule 2025 · p. 1

Claims history not received Requested 9 days ago

Reject Edit & Approve
A Morefold approval waiting on a broker: a prepared renewal follow-up to Coastline Plumbing, shown with the two pieces of evidence it was built from, and the reject, edit and approve-and-send actions.

Automations

The follow-ups that run themselves.

Morefold runs the repetitive follow-ups for you, like chasing a client for missing documents or preparing a renewal, on a schedule you set.

These are done-for-you routines rather than something you build, and a broker still approves anything that goes out.

Automations

3 routines
Renewal preparation Active

Runs 60 days before expiry

Last run
Today, 6:00 am
Prepared
4 renewals

4 waiting for your approval

  • Missing document chase Every Monday, 8:00 am Active
  • Certificate of currency On policy issue Active
A routine prepares. A broker releases. Review prepared work
The Morefold automations screen: a renewal preparation routine that runs sixty days before expiry, last run this morning, which prepared four renewals and left all four waiting for a broker's approval, listed above two other scheduled routines.

Get started

Talk through the work you want Morefold to support.

We are onboarding a small number of Australian brokerages as design partners.

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