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Fortix introduces a powerful solution with its purpose-built Informed Consent workflows.

This system is designed to automate and streamline the entire process, turning a complex compliance obligation into a simple, manageable task.

This article explores how these smart workflows help you flag requirements, maintain an auditable register, automate client comms, and ensure timely follow-ups, all but eliminating the compliance burden.

Automatically Flag Clients and Policies Requiring Consent

The first step in managing Informed Consent is knowing exactly who needs to provide it and when. Sifting through client lists and policy docs to identify these needs manually is not just time-consuming — it’s also prone to costly errors. A single missed consent can lead to compliance breaches and potential penalties.

Fortix’s workflow automation removes this risk and guesswork. The system smartly flags clients and policies where consent is needed, based on pre-set rules and triggers.

  • Proactive Identification
    The platform automatically picks up which accounts fall under the consent rule as soon as a policy is created or renewed.
  • Clear Visibility
    Your dashboard gives you an at-a-glance view of all clients with outstanding consent requirements, so nothing slips through the cracks.
  • Reduced Manual Effort
    Automated flagging frees your team from having to review every client file, letting them get on with more valuable work.

Create a Secure and Auditable Register of Consent

Proving compliance is just as important as getting it right in the first place. In an audit, you need to show a clear, complete, and easily accessible record of every consent you’ve got. Relying on scattered emails, spreadsheets, or paper files puts you at risk of lost data, poor organisation, and trouble proving your diligence.

Fortix sorts this out with a central and auditable register of all consent activities. Every interaction gets logged automatically — giving you a single source of truth for your compliance record.

  • Centralised Record-Keeping
    All consents are stored securely within Fortix, linked directly to the right client and policy.
  • Audit-Ready Trail
    The workflow generates a full, time–stamped record of when consent was requested, received, and by whom, making audit responses a breeze.
  • Data Integrity
    Automating record-keeping means your register is always accurate, up-to-date, and protected from manual slip-ups.

Automate Key Client Communications with Templates

Telling clients about consent requirements needs to be crystal clear, professional, and consistent. Crafting individual emails for everyone is inefficient and can lead to inconsistent messaging. On top of that, using the right legal wording each time is critical for the consent to be valid.

Fortix gives you the power to template and automate these must-have comms. Build pre-approved email and message templates that explain the consent requirements the right way, every time.

  • Consistent Messaging
    Every client gets the same correct info, lowering confusion and improving their experience.
  • Time-Saving Automation
    Reach hundreds of clients in just a few clicks, slashing the admin time spent on communication.
  • Customisable Templates
    Templates can be tweaked to suit your brokerage’s branding and tone of voice.

Trigger Automatic Follow-Ups to Ensure Responses

Chasing up clients for responses is one of the most annoying bits of compliance. Manual follow-ups are a time drain and can be forgotten in a busy day. Delays in getting consent can hold up renewals and create compliance gaps.

The Informed Consent workflow features a clever auto-follow-up function to keep things moving without manual effort. Set up reminders that are automatically sent to clients who haven’t responded yet.

  • Persistent, Professional Nudges
    The system gently prompts clients for their consent at set intervals.
  • Improved Response Rates
    Automated follow-ups seriously boost your chances of getting a quick response, helping you seal compliance loops faster.
  • Set It and Forget It
    Once the workflow starts, the system handles all follow-ups, so your team can focus on their key roles.

Stay Ahead of Compliance with Intelligent Automation

Informed Consent doesn’t have to be a headache or an admin time-sink. With Fortix’s smart workflows, this compliance task becomes streamlined and error-proof. From flagging requirements and keeping a perfect audit trail to automating comms, you can be certain your brokerage stays compliant while running at full efficiency.

This powerful tool not only protects your business from regulatory risk but also gives clients better, clearer, and more timely communications. Free your team from compliance paperwork so they can focus on building relationships and looking after your clients.

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