Did you know that renewal season doesn’t have to be chaotic?

For insurance brokerages juggling hundreds or thousands of policies, the renewal process can make or break client relationships and business growth. That’s where Fortix’s powerful renewal pipeline workflows step in — turning what was once a complex, manual process into a streamlined, efficient system that works for you, not against you.

The Power of Full Systemisation

Gone are the days of sticky notes, scattered spreadsheets, and missed renewal dates. Our renewal pipeline workflows enable brokerages to fully systemise and visualise their entire renewal process from start to finish.

Picture this: instead of hunting through files to track where each policy stands, you have a clear, visual dashboard showing every renewal in your pipeline. You can see which policies need immediate attention, which are progressing smoothly, and which might need a different approach. This bird’s-eye view transforms chaos into clarity, helping you stay on top of every renewal without breaking a sweat.

One Size Doesn’t Fit All

Every client is different, and their renewals should be too. That’s why Fortix workflows are designed to be tailored for different client sizes and risk classes of policies.

Your high-value corporate clients might need a white-glove approach with multiple touchpoints and detailed consultations. Meanwhile, smaller policies might benefit from streamlined, automated processes that still deliver excellent service. Our system lets you create custom workflows that match your clients’ needs perfectly.

For example, you might set up an automated workflow for straightforward motor policies that sends renewal quotes 60 days out, follows up at 30 days, and sends a final reminder at 14 days. For complex commercial policies, you could design a semi-automated workflow that triggers personal calls at key stages while still automating routine tasks like document generation and follow-up scheduling.

Mastering Consent and Communication

In today’s regulatory environment, managing consent requirements and communications isn’t just good practice—it’s essential. Our renewal workflows handle these complexities seamlessly, ensuring you stay compliant while keeping clients informed.

The system automatically tracks consent preferences, manages opt-ins and opt-outs, and ensures all communications meet regulatory requirements. Whether you’re sending renewal invitations via email, SMS, or post, the workflow ensures you’re communicating through channels your clients have approved.

This automated compliance management doesn’t just protect your business—it builds trust with clients who appreciate receiving communications exactly how they want them.

Data That Drives Efficiency

Here’s where things get really powerful. Our renewal workflows preserve key data to accelerate pre-renewal processes, turning historical information into a competitive advantage.

Instead of starting from scratch each renewal period, the system remembers client preferences, previous negotiations, pricing adjustments, and service notes. This preserved intelligence means you can hit the ground running when renewal time comes around.

Your team can instantly see that Mrs. Johnson prefers email communication and always asks about increasing her excess to reduce premiums. Or that ABC Manufacturing typically requires a three-week lead time for board approval on policy changes. This institutional knowledge, captured and preserved automatically, helps you provide more personalised service while working more efficiently.

The Ripple Effect of Better Renewals

When your renewal process runs smoothly, the benefits extend far beyond just getting policies renewed. Clients appreciate the proactive communication and seamless experience. Your team spends less time on administrative tasks and more time building relationships. And your business enjoys better retention rates and more predictable revenue.

The visual pipeline also helps with resource planning. You can see renewal peaks and valleys coming months in advance, allowing you to staff appropriately and avoid the last-minute scrambles that plague many brokerages during busy renewal periods.

Making It Work for You

The beauty of Fortix renewal workflows lies in their flexibility. Whether you’re a small brokerage handling hundreds of policies or a large firm managing thousands, the system adapts to your needs. The automated elements handle routine tasks efficiently, while the semi-automated features ensure human expertise is applied where it matters most.

This isn’t about replacing the personal touch that makes insurance broking successful—it’s about amplifying it. By automating the routine tasks, your team has more time for the consultative conversations that build lasting client relationships and drive business growth.

Ready to Transform Your Renewals?

The difference between a good brokerage and a great one often comes down to operational excellence. With Fortix renewal pipeline workflows, you’re not just managing renewals—you’re orchestrating them. Every policy gets the right attention at the right time, clients receive consistent, professional service, and your team can focus on what they do best: providing expert insurance advice.

Your renewal process should be a competitive advantage, not a source of stress. With the right workflows in place, it can be exactly that.

Ready to see how Fortix can transform your renewal process? Discover how our powerful workflows can streamline your operations and enhance client experience.

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