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Prices in AUD, billed monthly.

Fortix AI Get the essentials with our off-the-shelf workflows. From $3,000 / year
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For small teams and professionals to work together and streamline teamwork.

  • Pre-configured Dashboards
  • Basic Task & Project Management
  • Basic Reports
  • Basic API Integrations
  • Standard Support

Plus all our Core Workflows & Features.

Enterprise Access our advanced workflows and features. Custom Pricing
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For organisations to operate with scalability, control, and security.

  • Unlimited Users
  • Custom Dashboards
  • Advanced Task & Project Management
  • Custom Reports
  • Custom API Integrations
  • Third Party Integrations
  • Prioritised Support
  • Brand Personalisation
  • Data Imports & Configuration
  • Complete Configuration
  • Roles & Permissions
  • Specialty Workflows & Features

Plus all our Core Workflows & Features.

For a detailed comparison of all Workflows and Features, please visit this page on a desktop or tablet.

Our Plans & Packages

Workflows Fortix AI

From $3k p.a.

 Insurance Broker

From $15k p.a.

 Manufacturer

From $15k p.a.

 Professional

From $15k p.a.

 Enterprise

Contact Us

Core Workflows & Features

Essentials

Fortix AI

Insurance Broker

Manufacturer

Professional

Enterprise

Users

Up to 3

Up to 15

Up to 15

Up to 15

Unlimited

Dashboards

Pre-configured

Pre-configured

Custom

Custom

Custom

Project Management

✔

✔

✔

✔

✔

Task Management

Basic

Advanced

Advanced

Advanced

Advanced

Reminders

✔

✔

✔

✔

✔

Notifications

(Email & on-platform)

✔

✔

✔

✔

✔

Reporting

Basic

Detailed

Detailed

Detailed

Custom

Customer Profiles

Lead Management & Opportunity Tracking

✔

✔

✔

✔

✔

Customer Profile Notes

✔

✔

✔

✔

✔

SMS tools

✔

✔

✔

✔

✔

API Integrations

Basic

Advanced

Advanced

Advanced

Custom

Automated follow ups / escalation

✔

✔

✔

✔

✔

Email Templates(Email & on-platform)

✔

✔

✔

✔

✔

Data

Fortix AI

Insurance Broker

Manufacturer

Professional

Enterprise

Data Collection

✔

✔

✔

✔

✔

Data Categories & Tags

✔

✔

✔

✔

✔

Website Integration

✔

✔

✔

✔

✔

Security

Fortix AI

Insurance Broker

Manufacturer

Professional

Enterprise

Data Storage

Australia

Australia

Australia

Australia

Australia

Data Encryption

✔

✔

✔

✔

✔

Single Sign-On

(Microsoft & Google)

✔

✔

✔

✔

✔

2-Factor Authentication

✔

✔

✔

✔

✔

Fortix Support

Fortix AI

Insurance Broker

Manufacturer

Professional

Enterprise

Response

Standard

Prioritised

Prioritised

Prioritised

Priority

Email Support

✔

✔

✔

✔

✔

Phone Support

✔

✔

✔

✔

✔

Marketing Workflows & Features

Essentials

Fortix AI

Insurance Broker

Manufacturer

Professional

Enterprise

Marketing Lists

✔

✔

✔

✔

✔

API

(Mailchimp / Active Campaign Connection, Mailer Light)

✔

✔

✔

✔

✔

SMS Campaigns

✔

✔

✔

✔

✔

Email Campaigns

✔

✔

✔

✔

✔

Client/Prospect Nurturing

✔

✔

✔

✔

✔

Add-On Workflows & Features

‘$’ indicates an additional cost.

Platform Tools

Fortix AI

Insurance Broker

Manufacturer

Professional

Enterprise

Fortix App

N/A

$

$

$

$

On-platform Messaging

N/A

$

$

$

✔

Third Party Integrations

N/A

$

$

$

✔

Personalisation

Fortix AI

Insurance Broker

Manufacturer

Professional

Enterprise

Custom Branding

N/A

$

$

$

✔

Themes

N/A

$

$

$

✔

User Roles & Permissions

N/A

$

$

$

✔

Form Configuration

N/A

$

$

$

✔

Component Configuration

N/A

$

$

$

✔

Report Configurations

N/A

$

$

$

✔

Document Configuration

N/A

$

$

$

✔

Data

Fortix AI

Insurance Broker

Manufacturer

Professional

Enterprise

Data Imports & Matching

N/A

$

$

$

✔

Data Clean-up

N/A

$

$

$

$

Data Configuration

N/A

$

$

$

✔

Broking Workflows & Features

Essentials

Fortix AI

Insurance Broker

Manufacturer

Professional

Enterprise

Broker Dashboard & Reporting

N/A

✔

N/A

N/A

✔

Renewals Pipelines

N/A

✔

N/A

N/A

✔

Quoting

N/A

✔

N/A

N/A

✔

Policy Endorsements

N/A

✔

N/A

N/A

✔

Pre-Renewals

N/A

✔

N/A

N/A

✔

Policy Renewals

N/A

✔

N/A

N/A

✔

Automated Filing

N/A

✔

N/A

N/A

✔

Integrations

Fortix AI

Insurance Broker

Manufacturer

Professional

Enterprise

Insight Integration

N/A

✔

N/A

N/A

✔

Renewals Pipelines

N/A

✔

N/A

N/A

✔

Sharepoint Integration

N/A

✔

N/A

N/A

✔

Claims

Fortix AI

Insurance Broker

Manufacturer

Professional

Enterprise

Claims Forms

N/A

✔

N/A

N/A

✔

Claims Tracking

N/A

✔

N/A

N/A

✔

Claims Reporting

N/A

✔

N/A

N/A

✔

Finance

Fortix AI

Insurance Broker

Manufacturer

Professional

Enterprise

Financing

N/A

✔

N/A

N/A

✔

Debtors / Invoicing

N/A

✔

N/A

N/A

✔
Testimonials

Solutions for smarter businesses, just like yours.

We work with insurance brokers who are already doing their best work and want to see their businesses grow by embracing smarter AI workflows.

“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
Director at Webber Insurance Services

“The experience working in partnership with Luke & the FORTIX team has exceeded our business expectations. The understanding of our goals & the attention to every detail plus their responsiveness to any changes required has assisted us to deliver major projects in a timely manner.

In addition, the guidance & practical advice provided by Luke through the critical change management process has assisted to embed the new programs within the teams with excellent user acceptance.”

Robyn Styles
Insurance Broking Business Leader at onefocus

The Journey

20+ years of excellence.

Fortix is proud to be an award-winning Western Australian business, trusted by national and international organisations that rely on us to deliver secure, resilient and forward-thinking technology platforms. As we move into a new era shaped by AI-driven capability, our mission remains clear. We will continue to partner with businesses and individuals who are committed to raising their standards, improving their systems and doing their best work.

Our vision for the next two decades is to build on the foundation we have created: enabling organisations to grow with confidence, support the wellbeing of their teams, and strengthen the communities they serve.