Solutions for Insurance Brokers
Smarter Systems for High-Performing Brokers
“Working with Fortix to create our own pre-renewal pipeline has saved the business over 50 hours a month in processing time alone,” – Elliott Insurance Brokers.
Your Business is Growing, But Your Systems Are Not
Most insurance technology solves isolated problems. Fortix connects the entire insurance brokerage workflow — renewals, claims, compliance, debtors, and communication — into one operating system.
As your business grows, you might notice:
- Senior managers are spending time on administrative work
- Manual processes create bottlenecks and a doubling up of work
- Limited visibility across client work, projects and deadlines
- Increased need for compliance and audit pressure
- Inconsistent client experience across your team
- Systems that have evolved over time but no longer fit your growing business
These challenges quietly limit growth, increase risk, and place unnecessary strain on your staff — even in high-performing businesses.
Growing Businesses Don’t Need More Tools — They Need Connected Workflows
Fortix helps professional service businesses design and run structured workflows that improve visibility, reduce manual work, and support consistent, high-quality client delivery as you grow.
See how Australia’s First Carbon Neutral Insurance Broker scaled with Fortix.
The Job Isn’t Done Until the Policy is Paid
In insurance broking, the job isn’t finished when a policy is placed — it’s finished when the policy is live, compliant, and paid. Fortix treats debtors and payments as part of the renewal workflow, not a separate problem.
We help insurance brokerages replace fragmented systems and reactive processes with structured, connected workflows that support brokers, staff and their clients.
We focus on three main outcomes:
Clear Visibility Across the Business
Know what’s in progress, what’s overdue, and where pressure is building — across renewals, claims, compliance, and debtors — without relying on spreadsheets or manual reports.
Reduced Manual Effort
Automate reminders, task creation, handovers, and routine follow-ups so brokers can focus on advising, not administration.
Consistent Client Experience
Deliver a reliable, professional experience at every stage of the policy lifecycle, regardless of who in the team is involved.
How Insurance Brokerages Use Fortix
Fortix is configured around how your brokerage actually operates — not generic insurance templates.
Common use cases include:
- Renewal automation and pre-renewal programs
- Claims workflows and task coordination
- New business pipelines and quoting support
- Compliance tracking and informed consent registers
- Debtors and refund processing
- Onshore and offshore team coordination
- Integration with placement systems, CRM, document management, and email
Results
All workflows are designed to be:
- Integrated with your existing systems
- Easy for staff to adopt and improve over time
- Significant time savings through renewal and workflow automation
- Improved visibility and confidence across books and teams
- Reduced renewal pressure and staff stress
- Higher retention and more consistent client service
- Increased output without increasing headcount
Read the Elliott Insurance case study.
Take the Next Step
If your business is experiencing operational strain as it grows, we can help you identify where structure, automation, and better workflows will deliver your greatest impact.
Talk to our systems specialist
