Blog & News

  • Stop Slaving For Your DMS | The Future of Broking Web Event Series Ep.2

    The insurance industry is shifting. While many brokers feel “stuck” in traditional and…

Latest Insights & Case Studies

  • After 20 years and hundreds of hires, only 3 people ever grew my business. Here’s what they had in common.

    After 20 years and hundreds of hires, only 3 people ever grew my business. Here’s what they had in common.

    Ten steps to attract and retain top performers or 1%-ers I have hired…

  • What Do High-Performing Brokerages Do Differently?

    What Do High-Performing Brokerages Do Differently?

    Better brokerages aren’t built by accident. If you’ve spent time around successful insurance…

  • Are Your Brokers Broking — or Organising the Work of Broking?

    Are Your Brokers Broking — or Organising the Work of Broking?

    Are your brokers advising clients… or proving they’ve done the work? Ask any…

  • Why Growing Brokerages Eventually Hit the Same Operational Ceiling

    Why Growing Brokerages Eventually Hit the Same Operational Ceiling

    Discover why growing insurance brokerages hit operational ceilings and how better workflows create…

  • How Insurance Brokers Can Automate Wages Declarations

    How Insurance Brokers Can Automate Wages Declarations

    Save Hours & Stay Compliant: Fortix CRM Workflow Walkthrough Managing Workers’ Compensation wages…

  • Why Small Insurance Brokerages Feel Overwhelmed (And What To Do About It)

    Why Small Insurance Brokerages Feel Overwhelmed (And What To Do About It)

    Running a small insurance brokerage can feel like a constant balancing act. One…

  • Insurance Workflow Automation: Where Brokers Should Start

    Insurance Workflow Automation: Where Brokers Should Start

    As brokerages grow, operational complexity often grows with them. With more clients, comes…

  • Search for Freedom Book Launch

    Search for Freedom Book Launch

    An Evening of Storytelling, Reflection & Community On Saturday 9th May, we had…