We help insurance brokers create time to grow.

Discover the power of a personalised insurance CRM.

Fortix is a service focused technology company providing intelligent end-to-end business management software. We leverage smart process automation and integrations with broking platforms, marketing and payment gateways to help your brokerage seamlessly manage growth. Brokers get more done in less clicks with Fortix Insurance CRM.

Insurnace CRM for insurance brokers

Our insurance CRM supports end-to-end brokerage business management.

LEADS
Automated quote workflow, forms & integrations let you manage your pipeline while reducing data entry. Providing brokers with more time to focus on securing new clients.
RENEWALS
Workflows such as the renewal declaration process can be automated; Reducing manual processing & increasing your capacity for new business.
CLAIMS
Streamline the claims management process with transparent communication records, automated document storage, time keeping and progress tracking.
COMPLIANCE
Create a central source of truth for client data, communications and documents; Reducing compliance issues and accelerating the audit process.
CLIENT SERVICES
Clients, policies & claims are supported the way it works best for your business. Including automated communication to support debtor follow up.

 

“As a busy and progressive Insurance Broking business we were looking for a CRM solution to ‘fit’ with our broking system. Fortix has provided an insurance CRM which is not only very user-friendly and easily customisable, but has seamlessly integrated with our Broking System. Fortix has streamlined both our internal and external communication and document management, allowing us more time to focus on our clients.“

Daniel Webber
Webber Insurance Services
#1 Insurance Business Elite Broker 2021
Image of Daniel Webber
Read a case study

Full service. All features. Industry knowledge.
Discover the Fortix difference.

Our service

We call ourselves business helpers because that is our purpose – to help.

We help all of our clients leverage as much value from their software as possible, starting day one and continuing into the future.

Your success is our goal.

  • Insurance CRM personalisation

  • Actionable automation strategies

  • Ongoing support

  • Award winning team

More about our service

Our software

We provide intelligent business management software, fully featured for all clients.

Our software was designed to be easily configured & integrated; providing our clients with access to automation levels typically reserved for large corporations.

  • End to end insurance CRM software

  • Integrations with insurance platforms

  • Smart reporting technology for insights

Insurance integrations
More about our software
insurance crm app for insurance brokerages
insurance crm for insurance brokerage
Productivity growth

CASE STUDY: SRG GROUP

SRG Group (now a part of BMS) is one of Australia’s leading corporate and small business, broking and claims management firms. They offer a professional, highly personalised service and tailor insurance plans to suit individual and corporate requirements and needs. In 2019, SRG Group was declared the winner as Top Brokerage in the area of Best Digital Strategy awarded by Insurance Business Award Australia.

insurance crm for insurance brokerages

The Problem

SRG faced productivity inefficiencies due to the tasks and processes required for proper compliance. A centralised and systemised deployment was required to increase their productivity growth.

The Solution

Every task is now recorded and assigned in Fortix as a work request. Work requests are classified and time-framed. The team can collaborate through work requests, see communication and status.

The Outcome

Every employee can see their current work pipeline and management can view the entire business pipeline to make key executive decisions. This has led to productivity growth for SRG Group.

Join the dots in your brokerage with powerful integrations.

Insurance broking is far too diverse and complex for any one system to handle everything. That’s why we have developed our software to easily integrate with other applications. Once integrated, we can set up workflows and tailored automations to help you create time for business growth.

Here are just some of the integrations our insurance clients use with Fortix:

Got Questions?

We love to help. Ask us anything about our service, software automations, integrations, community involvement and more.

If Fortix is a great fit for you, that will be obvious. If we’re not, we may well know someone who is.

Our responsibility to you is to make sure you leave the interaction feeling more confident about the decision you’re making.