Web Event Series | The Future Of Broking Ep.3
Communication
Channels That Make or Break Broker Relationships
Join Fortix CEO Paul and guest industry experts for an unfiltered, 1-hour live session on how email, phone, SMS, and in-person communication drive client trust and team performance.
Join us for our next Web Event on 4th November 2026, 10am AWST.
Attendance is FREE, but spots are limited!
Why Attend a Future of Broking Web Event?
Most webinars in the insurance industry are dry, overly technical, or sound like product pitches. This is different.
Hosted by Fortix CEO Paul, this live 1-hour series brings together brokers, agency leaders, technology vendors and innovators across Australia to tackle real operational challenges—without the corporate fluff.
Each episode includes fast-paced segments: a practical masterclass on actionable operational strategies, candid stories on industry missteps, and high-level leadership ideas.
What we’re discussing next
Email, Phone, SMS, or In-Person: Choosing the Right Channel at the Right Time
In a fast-paced market, misaligned communication creates hidden friction. Bombarding clients with status updates via email can lead to cognitive overload, while relying on manual spreadsheets or improper channels risks damaging long-standing trust.
In November’s session, Paul and guest speakers will break down:
- The Communication Friction Trap: How wrong channel selection increases administrative burden for your team and frustrates clients.
- Email vs. Phone vs. SMS vs. In-Person: A practical framework for matching the right communication medium to key touchpoints in the broker-client lifecycle.
- Building a Valued Adviser Relationship: Shifting from transactional interactions to proactive, trusted advice that improves client retention.
- Reducing Daily Admin Exhaustion: How structured communication workflows free your team up to focus on high-value advice rather than constant manual follow-ups.
What You Will Walk Away With
Clear Communication Frameworks
Know exactly when to call, email, text, or meet to close deals faster and maintain long-term trust.
Operational Efficiency Hacks
Identify where limited communication is eating up your team’s valuable time.
Actionable Growth Insights
Strategies to support client and team retention and eliminate repetitive tasks.
Fortix’s own ‘Fortix Way’ Communication Document
Practical example of the communication guidelines each Fortix team member is striving for.
Required for live event access & resources.
Our Expert Panel
Meet Your Host & Guests
Paul Faix
Fortix
CEO
Ben Kosterich
Podwave Studios
Co-Founder
Jonathan Walsh
Esendex
CPaaS Leader
Register
Reserve Your FREE Spot Today
Registration is free, but virtual seats are limited to ensure an interactive Q&A session at the end of the hour.
Past Web Events
Stop Slaving For Your DMS | The Future of Broking Web Event Series Ep.2
Stop Slaving for Your Systems | The Future of Broking Web Event Series Ep.1
20+ years of excellence.
Fortix is proud to be an award-winning Western Australian business, trusted by national and international organisations that rely on us to deliver secure, resilient and forward-thinking technology platforms. As we move into a new era shaped by AI-driven capability, our mission remains clear. We will continue to partner with businesses and individuals who are committed to raising their standards, improving their systems and doing their best work.
Our vision for the next two decades is to build on the foundation we have created: enabling organisations to grow with confidence, support the wellbeing of their teams, and strengthen the communities they serve.
