How to save 50+ hours per month in your Insurance Brokerage
For many insurance brokerages, growth is both the goal and the challenge. As your books expand, teams grow, and regulatory…
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Planning for a successful 2026
Over the past few years, one thing has become clear: waiting for conditions to “settle” isn’t a strategy anymore.
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Simplify Your Compliance: Mastering Informed Consent with Fortix
If you run or manage an insurance brokerage, informed consent is a regulatory requirement — but managing it manually is…
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Fortix introduces 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.
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How Smart Forms Transform Broker Operations
In the insurance world, paperwork and manual data entry can add up to significant drains on your time and resources….
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Fortix & Office 365: A Broker’s New Powerhouse
The integration between Fortix and Office 365 changes the game, creating a seamless connection that streamlines your entire workflow. We’ll explore how this integration helps you work smarter by sending emails directly from Outlook, automatically filing correspondence where it belongs, and linking your calendar directly to your Fortix workflows.
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Revolutionise Your Claims Management with Fortix
For many of our insurance clients, Fortix isn’t just part of the workflow — it is the claims workflow.And that’s…
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How Fortix Renewal Workflows Transform Insurance Operations
Did you know that renewal season doesn’t have to be chaotic? For insurance brokerages juggling hundreds or thousands of policies,…
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Why most insurance broker CRMs fail and how integration fixes it
Most insurance brokerages don’t have a technology problem; they have a workflow problem. Disconnected systems, double handling, inconsistent data, and…
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Fortix Automates Insurance Renewals
All across Australia, brokerages of all shapes and sizes are harnessing the power of Fortix’s adaptable platform to streamline their processes, save time, and enhance efficiency. By integrating advanced features, this platform not only improves workflows but also reshapes them.
