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Workflows

We handle the complexity so you can focus entirely on your clients.

For more than two decades, Fortix has partnered with businesses to strengthen performance, streamline operations and unlock sustainable growth.

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Communication Workflows

Communication & Team Collaboration

Our communication and team collaboration services integrate seamlessly with Outlook for efficient email and calendar management, while event-based workflows automate tasks to ensure a consistent service experience across all teams.

Outlook Integration

Synchronizes calendar and email functions to simplify communication and provide quick access to workflow context.

  • Quick navigation between Outlook and workflow context.
  • 2-way synced calendar reminders.
  • Automatic filing of relevant emails.
  • Send from Fortix as the broker.

Event-based Team Workflows

Automates task assignments and provides standardized resources to ensure consistent, optimized service delivery across your team structure.

  • Automated task passing between
  • team members.
  • Onshore/offshore support structure optimisation.
  • Attached instructions, templates, documents.
  • Ensures a consistent service experience across all clients.

Operational Workflows

Operational Automation

Our operational automation services streamline your insurance business with integrated renewal and claims workflows, enhanced compliance through an informed consent register, and real-time performance tracking.

Automated Renewal Pipelines

Streamline your renewal process from client data import to automated follow-ups, maximizing efficiency and ensuring compliance with real-time performance tracking.

  • Broker platform integration or renewal
    list imports.
  • Customised workflow stages per product/team.
  • Email/SMS templates preloaded with
    client data.
  • Automated follow-ups and reminders.
  • Document categorisation and access.
  • Alerts and dashboards for progress, compliance and performance.

Claims Management Workflows

Gain total control and visibility over the claims process with full audit history, progress dashboards, and automated follow-ups to improve accountability.

  • Full time stamped audit history.
  • Progress tracking dashboards.
  • Email templates for clients/insurers.
  • Automated insurer follow-ups for unanswered requests.
  • Claims oversight at team and business level.

Informed Consent Register

Automatically flag and capture evidence of informed consent, ensuring regulatory compliance and minimizing retail risk.

  • Flags retail risks requiring consent.
  • Prompts staff when consent is missing.
  • Stores evidence for compliance audits.

Integrated Workflows

Advanced & Bespoke Workflow Solutions with Custom Integrations

These bespoke integrations offer tailored solutions for complex business needs, enhancing client lifecycle management, strategic planning, and regulatory compliance across various insurance workflows. Features In Development: We are continually dedicated to advancing and integrating customised solutions, ensuring our platform always adapts to our clients’ complex and evolving requirements.

Bespoke

  • Client engagement & strategic planning workflows.
  • At-risk and Lost/Client registers.
  • Stamp Duty workflows (digital issuance & record keeping).
  • WorkCover WA wages declaration workflows.
  • Pre-renewal and program engagement sequences.
  • Debtor follow-up registers and automation.
  • Fact Find data collection → PDF generation for meetings.

SharePoint

Cohesive document management environment
through automated folder creation and client data synchronization.

  • Automated folder creation.
  • Sync of client data with SharePoint.
  • Cohesive workflow + DMS environment.

AI Integrations

Enhance efficiency and accuracy with policy comparisons, schedule production, and smart data reuse for renewals.

  • Policy comparisons.
  • Schedule production.
  • Data reuse across renewals.
  • Insuretech collaborations for
  • broker-specific plug-ins.

Sales Workflows

Sales & Marketing Ecosystem

Our Sales & Marketing Ecosystem captures leads and integrates client data into automated engagement sequences, leveraging dynamic platform integrations for precise segmentation and lifecycle-triggered communications.

Sales Pipelines

Streamlines lead capture and client data integration to power automated engagement sequences and provide key reporting dashboards.

  • Website lead capture
  • Push client data directly into Fortix*
  • Automated engagement sequences, including Welcome & Compliance packs.
  • Reporting dashboards.
  • Lifecycle-triggered communications.

*Broker system dependent

Marketing Integrations

Leverages dynamic platform integrations with tools like ActiveCampaign and Mailchimp for precise, behaviour-based segmentation and automatic list syncing.

  • ActiveCampaign & Mailchimp.
  • Dynamic segmentation based on any
  • data points.
  • Automatic list syncing.
  • Behaviour-based triggers for campaigns.

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