Watch The Replay | The Future Of Broking Ep.3
Communication Channels That Make or Break Broker Relationships
Fortix CEO Paul and guest industry experts held an unfiltered, 1-hour live session on how email, phone, SMS, and in-person communication drive client trust and team performance.
Recorded live on 4 November 2026. Ep.4 details are coming soon.
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Watch Ep.3 On Demand
Missed the live session? Catch the full recording here.
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 bi-monthly 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 discussed
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 broke 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’ll Learn
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.
Plus Get FREE Downloads
Fortix’s own ‘Fortix Way’ Communication Document
Practical example of the communication guidelines each Fortix team member is striving for.
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About Bibby Media Group
arrow_right_altOur Expert Panel
Connect With Your Host & Guests
Ben Kosterich
Co-Founder,
Podwave Studios
Nathanial Bibby
Managing Director,
Bibby Media Group
Paul Faix
CEO & Founder,
Fortix
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