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
Keep client data inside your workflows and stop copy-pasting.
Status Management
Monitor the progress of every task in your pipeline.
Priority Management
Identify when tasks need urgent attention.
SMS Contacts
Send, receive, and automate SMS.
Automate & Manage
Process Automation
Automate client emails and task hand-offs as work progresses.
Centralised Management
Manage renewals and recurring work, stay compliant and balance workloads.
Email Templates
Send consistent, compliant emails from ready-made templates.
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.
Browse All Tools & Features
Fortix × Office 365
How our tools help you work smarter.
Integrations between Fortix and Office 365 change the game, creating a seamless connection that streamlines your entire workflow.
Learn More
Pilot Program
Try Fortix with your real data.
Is Fortix the best solution for your business? Gather all information you need to make an informed decision.
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 team’s progress as your business grows.
For Sales
Create opportunities, track leads, and nurture new clients.
For Professional Businesses
Run client work, approvals and follow-ups in one place.
For Manufacturing & Trade
Automate quotes, track orders, and manage delivery.
Browse All Workflows
Strategy Workshops
Better decisions start with better conversations.
Understand where your business is today. Align your leadership team. Build a practical roadmap for the future.
Connect
Book a Demo
See what Fortix is capable of, and get your questions answered.
Newsletter
Sign up to our newsletter for the latest updates.
Discover
Blog & News
Keep up to date on our latest innovations & research.
Webinars & Events
Learn from our team and our most successful clients.
A client saved 50+ hours per week, and are consistently working 30+ days ahead with Fortix.
Read The Case Study
Ways To Take Part
Web Events
Free one-hour live sessions with Paul and guest experts.
Executive Lunches
Private, peer-led lunches for business leaders. One seat per business.
In-Person Sessions
Workshops with clients and partners on workflows, automation and getting more from your systems.
2027 Executive Lunches
Coming to every capital city. Register interest for yours.
Watch The Replays
Communication Channels
Email, phone, SMS or in person: picking the right channel.
Stop Slaving For Your DMS
Getting your systems to work for your team.
Stop Slaving for Your Systems
Our first web event on making your systems work for you.
Get Event Updates
Hear about new dates before anyone else.
See All Events
Tue 24 Nov · Norwood SA
Adelaide Executive Lunch
Paul Faix and Chris Webber on getting 30 days ahead of renewals.
Apply for an Adelaide seat
On Demand · Web Event
Communication Channels That Make or Break Client Relationships
When to use email, phone, SMS or a face-to-face meeting.
Watch the replay
Partnerships
Our Partners
Become an official Technology Partner with Fortix.
Research & Innovation
Exploring tomorrow’s technologies.
Partnering with Universities
Mentoring and advising the next generation of business leaders.
About Fortix
Our Story
Where we started, and where we’re going.
Our Community
How Fortix is helping Australian communities.
Work With Us
Browse open roles on our global team.
Contact Us
Take the first step to a smarter system.
News & Resources
Paul and guest experts on when to use email, phone, SMS or a…
Event updates
Join the Fortix newsletter for invitations to web events, in-person sessions and executive lunches, plus recordings from past events.
