Tools & Features
Browse popular integrations and features possible with Fortix.
-
Categorised Client Work History
Client History Instantly Understand Your Clients with a Comprehensive, Categorised Work History. Say goodbye to scattered data and…
-
Centralised Management
Centralised Management Take Control of Your Renewals with Automated, Centralised Management. Eliminate the administrative grind and seamlessly manage…
-
Customisable Priority Management
Customisable Priority Management Proactively Manage Your Workload and Prevent Delays with Custom Priorities. Instantly identify when tasks need…
-
Customisable Status Management
Customisable Status Management Gain Absolute Clarity Over Your Workflows with Customisable Statuses. Easily monitor the progress of every…
-
Dashboards
Customisable Dashboards Empower Every Level of Your Brokerage with Customisable Dashboards. From brokers managing daily workloads to leaders…
-
Data Forms
Centralised Data Forms Centralise Your Data and Eliminate Tedious Copy-Pasting with Custom Data Forms. Radically improve your processing…
-
Email Templates
Email Templates Standardise Client Communications with Categorised Email Templates. Deliver consistent, compliant, and lightning-fast responses by keeping the…
-
Process Automation
Process Automation Automate Your Workflows and Reclaim Your Time. Shape your insurance workflows around your team and let…
-
Quoting
Streamlined Quoting Streamline Your Sales Pipeline with Automated Quoting and Follow-Ups. Deliver fast, consistent quotes while freeing your…
-
SMS Messaging
SMS Messaging Connect with Clients Instantly using Integrated SMS in Fortix. Send, receive, and automate SMS directly inside…