The insurance industry is shifting. While many brokers feel “stuck” in traditional and manual models, a new breed of innovative brokerages are leveraging workflows to reclaim their time, eliminate manual filing and focus on what they do best: Broking.
Join us for an exclusive, free online panel discussion.
Hear directly from the leaders of Australia’s most forward-thinking brokerages, as they pull back the curtain on their digital transformation journeys.
What You’ll Learn:
- The End of Traditional DMS: How to replace outdated document management systems with custom-built, workflow-based solutions that automatically communicate across your core data.
- Speed to Value: Practical steps to automate filing of emails and documents for immediate impact and compliance.
- Eliminating Manual Tasks: Transitioning to automated workflows removes the burden of manual filing and low-value administrative tasks, which are currently a major drain on the company’s wage resources.
- Change Management: Honest advice on navigating the “hairy” parts of system migration and getting team buy-in.
- Preparing for AI: Why clean, integrated data is the essential foundation for the coming agentic AI era.
Watch the Web Event Replay
Connect With Your Host & Guests
Paul Faix
CEO & Founder,
Fortix
Luke De Laurence
Business Leader,
Fortix
