Fortix for Brokers (OLD)

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Collaborate & Communicate

Customisable Dashboards

Absolute real-time visibility across your entire business.

Client History

Visualise every piece of historical and ongoing work for your clients.

Milestone Tagging

Highlight and locate key documents and conversations.

Centralised Forms

Manage policy renewals, ensure compliance, and balance workloads.

Status Management

Monitor the progress of every task in your pipeline.

Priority Management

Identify when tasks need urgent attention.

Automate & Manage

Process Automation

Visualise every piece of historical and ongoing work for your clients.

Centralised Management

Manage policy renewals, ensure compliance, and balance workloads.

Email Templates

Manage policy renewals, ensure compliance, and balance workloads.

Streamlined Quoting

Deliver fast, consistent quotes.

Program Renewals

Consolidate multiple policy renewals into a single, streamlined process.

Escalation and Accountability

Identify when critical workflows require your attention.

Fortix × Microsoft 365

How our tools help you work smarter.

Read the Article

Pilot Program

Try Fortix with your real data.

Get Started

Looking for a specific feature?

Get in touch to learn more about Fortix’s capabilities, or ask about custom AdHoc development.

Workflows & Solutions

For Brokers

Manage claims, policy renewals, and customer relationships

For Leaders

Keep track of your teams progress as your business grows.

For Sales

Create opportunities, track leads, and nurture new clients.

Strategy Workshops

Better decisions begin with better conversations.

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Connect

Book a Demo

See what Fortix is capable of, and get your questions answered.

Partner Program

Become an official Technology Partner with Fortix.

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Blog & News

Keep up to date on our latest innovations & research.

Webinars & Events

Learn from our team and our most successful clients.

A brokerage saved 50+ hours per week, and are consistently working 30+ days ahead with Fortix.

Read the Article to Learn How

Pricing

About Fortix

Our Story

Where we started, and where we’re going.

Our Community

How Fortix is helping Australian communities.

Research & Innovation

Exploring tomorrow’s technologies.

Work With Us

Browse open roles on our global team.

Contact

Get in touch with our Sales Team.

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