Purpose-Built CRM & Automation for Steadfast Network Brokers
Fortix has partnered with Steadfast to deliver seamless CRM integration, automated workflow management, and client retention tools tailored specifically for general insurance brokers.
Australasia’s largest general insurance broker network
As part of Australasia’s largest general insurance broker network, Steadfast brokers demand technology that matches their scale, expertise, and commitment to client service. Fortix provides a specialised CRM and workflow engine engineered to help Steadfast member brokerages streamline operations, automate policy renewals, and deliver superior client outcomes.
Our strategic partnership aligns Fortix’s flexible management technology with Steadfast’s industry-leading standards, giving your brokerage the tools to manage client portfolios, maintain compliance, and drive sustainable growth.
Partnership & Integration Features
Customised Insurance Broker Workflows
Purpose-built CRM fields, policy management pipelines, and client activity logs aligned with general insurance broker requirements.
Automated Renewal & Lapse Management
Set up automated multi-channel touchpoints (SMS, email, tasks) triggered prior to policy expiry dates to maximise retention rates.
Centralised Client & Policy Records
Maintain a 360-degree view of your clients, policy documents, cover notes, endorsement requests, and claim histories in one secure platform.
Seamless Team Collaboration
Assign tasks, log notes, and track internal handoffs between brokers, account managers, and administrative teams effortlessly.
Enterprise Security & Compliance
Bank-grade data protection and local Australian hosting ensuring strict adherence to privacy regulations and industry compliance standards.
Integrated Communications
Combine Fortix with integrated 2-way SMS and email tools to instantly communicate policy updates, payment options, and urgent alerts.