Automated Schedule Processing & AI Tools for Insurance Brokers
Fortix has partnered with Brokernote to bring AI-driven document reformatting and schedule automation straight into your Fortix CRM workflow.
Making Insurance Broking Easier with AI
Insurance brokers spend countless hours manually re-keying insurer schedules and formatting complex policy documents. Through our strategic integration with Brokernote, Fortix combines powerful CRM workflow management with cutting-edge AI schedule reformatting.
By automating repetitive document extraction and schedule formatting, your team can eliminate manual admin, reduce Professional Indemnity (PI) risk, and give brokers back valuable time to focus on advice and client relationships.
Partnership & Integration Features
Automated Schedule Reformatting
Instantly convert messy PDF insurer schedules into clean, structured tables and data directly inside your Fortix CRM.
Reduced PI Exposure
Eliminate re-keying errors, missed exclusions, or inaccurate cover details with AI-assisted document parsing across policy schedules.
Direct Fortix Sync
Flow reformatted schedules and key policy fields directly into client files, policy records, and pipeline tasks without double handling.
Professional Client Presentations
Generate clean, consistently branded schedule layouts that make complex policy comparisons easy for clients to read and review.
Massive Time Savings
Cut hours of manual formatting down to minutes, boosting productivity for brokers and support staff during busy renewal periods.