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Fortix

Smarter CRM & Workflows for Insurance Brokers·fortix.com.au

Fortix is a CRM and workflow platform built for insurance brokers, manufacturers, and professional services. It offers customisable dashboards, task and project management, lead and opportunity tracking, quoting, policy renewal and claims workflows, plus marketing tools like SMS and email campaigns. The platform includes API and third-party integrations, single sign-on, and two-factor authentication, with data stored in Australia.

What it's for

Manage claims, policy renewals, and customer relationshipsKeep track of team progress as the business growsCreate opportunities, track leads, and nurture new clientsConsolidate multiple policy renewals into a single, streamlined processManage policy renewals, ensure compliance, and balance workloadsDeliver fast, consistent quotes

Features 19

2-Factor Authentication
API Integrations
Centralised Forms
Centralised Management
Client History tracking
Customisable Dashboards
Email Templates
Escalation and Accountability
Lead Management & Opportunity Tracking
Milestone Tagging
Policy Renewals & Claims workflows
Priority Management
Process Automation
Program Renewals
Single Sign-On (Microsoft & Google)
SMS and Email Campaigns
SMS tools
Status Management
Streamlined Quoting

At a glance

API

TypeWeb app

DeploymentCloud

ForInsurance Brokers, Leaders & Managers, Sales & Marketing, Manufacturing & Trade, Professional Services

CompanyFortix · 2004

Integrations

Microsoft 365MailchimpActive CampaignMailer LightSharepointGoogle

Pricing

Prices are stated in AUD. The pricing page header says 'Prices in AUD, billed monthly,' but the specific plan figures shown are annual amounts ('From $3,000/year' for Fortix AI; 'From $15k p.a.' for Insurance Broker, Manufacturer, and Professional). Enterprise is custom-priced on request.

Fortix AIQuote

Starting ('From') price; page header states prices are in AUD 'billed monthly' but this plan's figure is shown as an annual amount.

Up to 3 users

Insurance BrokerQuote

Starting ('From') price, listed as $15k p.a.

Up to 15 users

ManufacturerQuote

Starting ('From') price, listed as $15k p.a.

Up to 15 users

ProfessionalQuote

Starting ('From') price, listed as $15k p.a.

Up to 15 users

EnterpriseQuote

Custom pricing, contact sales

Unlimited users