Big changes are just around the corner for Australian insurance brokers, and the clock is ticking. Starting July 10, 2025, all brokers must obtain informed consent before receiving commissions on personal advice provided to retail clients. This applies to general, life, and consumer credit insurance—and it’s a shift that’s about more than just ticking a compliance box.

It’s about building trust, demonstrating transparency, and ensuring accountability in every client interaction.

What’s Changing?

To comply with the new law, brokers must now clearly disclose:

✅ The name of the insurer

✅ The commission amount or range

✅ The payment frequency

And if anything changes—such as an increase in commission—you’ll need to obtain new consent from your clients.

What Does That Mean for Your Business?

Whether you’re working on ad-hoc insurance requests or policy renewals, your team will need an efficient and scalable way to request, track, and record consent. That’s where Fortix® steps in.

Our Solution: Smart, Streamlined, and Secure

At Fortix®, we’ve been collaborating with our insurance clients to build a practical, automated workflow that makes staying compliant easy.

Here’s a quick look at how it works:

  • Integrated Consent Field – Your insurance work requests (ad-hoc or renewal) will include a new section that pre-fills insurer details, commission info, and a “Consent: Yes/No” field.
  • Automated Communication – When ready, brokers can trigger a status that sends the client a tailored email or SMS requesting consent. This includes all required information and a link to a secure Gravity Form.
  • Digital Signature & Timestamp – Clients can sign and submit consent via the form on your website. Once signed, the system auto-updates the work request and sends a confirmation to all parties.
  • Compliance Reporting – Consent data gets published in a central compliance table, flagging any missing consents for follow-up before invoicing or policy activation.

We’ve designed this to minimize manual admin, reduce errors, and give brokers peace of mind.

Want the Quick Version?

Check out our full solution overview here:
🔗 Solution Overview

Want to see the legislation for yourself?
📜 Legislation Details

Ready to Get Future-Ready?

If you’re unsure how to roll this out or want help customizing it to your workflow, we’re here to help. Let’s make compliance simple—and beneficial—for you and your clients.

📩 Reach out today and take the first step toward a seamless consent process.

 

Stay compliant. Stay confident. Stay ahead—with Fortix®.