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Fortix

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

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From A$250/mo · No free plan See pricing ↓

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

Active CampaignGoogleSharepointMailchimpMailer LightMicrosoft 365

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

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Last checked 2 months ago·