Case Study: Elliott Insurance Brokers

Insurance Broking | 30+ company size

“Working with Fortix to create our own pre-renewal pipeline and schedule download process has saved the business over 50 hours a month in processing time for this activity alone.” – Kris Wright, Compliance Manager

Our Client
The Challenge
What Elliott Insurance Needed
The Fortix Solution
Implementation Experience
Results & Impact
A Clear Example of Impact
Looking Ahead
Client Testimonial
Recommending Fortix

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Our Client

Elliott Insurance Brokers is Australia’s first carbon-neutral insurance broker, delivering general insurance broking, risk consulting, and claims services to businesses across a wide range of industries.

With a strong client-first philosophy and a commitment to sustainability, Elliott Insurance is known for tailored advice, deep technical expertise, and an unwavering focus on service quality and long-term client outcomes.

The Challenge

As Elliott Insurance grew across multiple books, industry verticals, and teams, operational complexity increased significantly.

Before Fortix, the business was experiencing:

• Manual processes slowing delivery
• Renewal and claims bottlenecks
• Double handling and data duplication
• Inconsistent client experience across teams
• Limited visibility across workflows and books
• Increasing compliance and regulatory pressure
• Coordination challenges between onshore and offshore teams
• Inefficient sales and marketing systems
• Manual debtor and refund processing

Each team member was effectively running their own version of key processes, supported by a fragmented technology stack. Tracking renewals, workloads, and handovers required multiple manual reports pulled from different systems, making it difficult to see a true, real-time picture of the business.

As the offshore team expanded, visibility and coordination challenges intensified — increasing rework, slowing processing, and placing additional strain on staff.

At the same time, ongoing regulatory change meant compliance oversight and workflow consistency were becoming increasingly difficult to manage at scale.

What Elliott Insurance Needed

Elliott Insurance was not looking for a rigid, “one-size-fits-all” system.

They needed a central operational hub — a platform that could:

• Bring consistency across teams and branches
• Provide real-time visibility across workflows
• Support both onshore and offshore operations
• Integrate with an evolving technology stack
• Adapt as the business and regulatory environment changed

Critically, they wanted a partner who could facilitate ongoing development, rather than promise everything upfront and underdeliver.

The Fortix Solution

Fortix partnered with Elliott Insurance to design and implement a highly customised workflow and operations platform, purpose-built around the realities of modern insurance broking.

Core Fortix capabilities in use:

• Renewal automation and pre-renewal programs
• Claims workflows
• Sales pipelines and new business processing
• Marketing and website integrations
• Informed consent registers
• Event-based team workflows
• Outlook and email integration
• Custom workflows and dashboards

Bespoke workflows and solutions included:

• WA workers’ compensation processing
• Debtor SMS follow-ups
• Internal project management workflows
• Onshore–offshore broker support workflows
• Pre-renewal program communications
• Multi-website integration
• Broker branch and AR-level workflow separation and reporting
• Wages declaration dashboards

Rather than rushing implementation, Elliott Insurance and Fortix took a deliberate approach — designing and aligning the majority of core broking processes before rolling the system out to the wider team.

This allowed both teams to deeply examine each workflow, challenge assumptions, and build industry-leading custom solutions that significantly increased capacity and efficiency.

Implementation Experience

The onboarding and implementation process was highly collaborative and intentionally different from a traditional system rollout.

By focusing on process alignment first, the transition into Fortix was less disruptive for staff and delivered stronger long-term adoption. The Fortix team actively tested assumptions, offered alternative perspectives, and helped Elliott Insurance focus on the opportunities that would deliver the greatest operational leverage.

This approach ensured the system wasn’t just implemented — it was embedded.

Results & Impact

Since implementing Fortix, Elliott Insurance has achieved measurable, business-wide improvements.

Quantitative outcomes:

• 50+ hours per month saved through automated pre-renewal communications
• Workers’ compensation processing reduced from 40 hours per month to 19
• Outstanding debtors reduced from 80% to 20%
• 15% increase in client retention across the book

Operational and team outcomes:

• Brokers consistently working 30+ days ahead on renewals
• Reduced stress during peak renewal periods
• Improved workload visibility across teams
• Less double handling and rework
• More time spent on broking, less on administration

A Clear Example of Impact

One of the most significant changes has been the ability for staff to operate ahead of the renewal curve.

With structured pipelines, automated communication, and clear task ownership:

• Renewal workloads are predictable
• Pressure on staff is reduced
• Time is freed up for skill development and higher-value client service

This shift has allowed Elliott Insurance’s brokers to focus on what they do best — advising clients — while Fortix handles the operational coordination behind the scenes.

Looking Ahead

Elliott Insurance continues to use Fortix as the foundation of its evolving technology stack.

As new technologies emerge, the business is well-positioned to:

• Automate wages declaration and new business quote workflows
• Expand templated, trigger-based client communications
• Explore advanced integrations, including SharePoint-based document solutions
• Push the boundaries of what’s possible in insurance operations

With Fortix, Elliott Insurance sees itself not at the finish line — but at the starting line of what comes next.

Client Testimonial

“Working with Fortix to create our own pre-renewal pipeline and schedule download process has saved the business over 50 hours a month in processing time for this activity alone.”– Kris Wright, Compliance Manager

“Fortix has been a game-changer in managing my workflow. My renewal process is at least ten times more streamlined, and I’m now working more than a month ahead of where I would typically be. The reduction in stress has been noticeable.” – Michael Harris, Senior Broker

Recommending Fortix

Elliott Insurance rates their likelihood to recommend Fortix 10/10, citing:

• The collaborative approach to problem-solving
• Ongoing exploration of new broking technologies
• Continuous improvement, not static systems
• A genuine partnership mindset