FORTIMIZE INSURANCE

Salesforce and Data & Analytics Consulting for Insurance

Manage your insured, distribution relationships and policies with confidence.

Since our founding in 2012, we’ve been a premier Salesforce implementation partner in Financial Services. We understand the challenges you face as a carrier, MGA, or broker. You have siloed systems resulting in no singular or comprehensive view of your customer. Reporting is manual causing data mistrust. And your departmental handoffs and workflows are inefficient, impacting the agent and policy-holder experience.

These problems are not unique. We hear them everyday. We also know one solution doesn’t fit all, which is why we take the time to learn about your business goals. Our mission is to empower you by providing world-class Salesforce and data solutions tailored to your needs. With years of direct insurance industry experience, we have the business and technical skills to guide you through your transformation journey.

Four Pillars to a Fortimize Engagement

Regardless of the engagement model that’s right for you –advisory, implementation, or support– you’ll receive a thoughtful solution that empowers your people, drives optimal business behavior, and turns technology into a seamless experience.

Four Pillars to a Fortimize Engagement

Regardless of the engagement model that’s right for you –advisory, implementation, or support– you’ll receive a thoughtful solution that empowers your people, drives optimal business behavior, and turns technology into a seamless experience.

Sample Business Solutions

Distribution Management

Agent Recruiting & Onboarding
Producer Licensing
Performance Management

Omni-Channel Service

COI Requests
Change of Beneficiary
Call Center Operations

Customer/Agent Portals

Agent Quoting
Customer 360
Book of Business Views

Data & Integration Strategy

Data Rationalization
Integration with Core Systems
In-Process Predictives

Underwriting Optimization

Workforce Management
Workflow Automation
Agent/UW Collaboration

Claims Automation

First Notice of Loss
Case Management
Partner Management

Resources

Navigating the Insurance Data Challenge: Aggregation, Standardization, and Maximization

FiveM Consulting and Fortimize Forge Strategic Partnership to Elevate Insurance Industry’s Salesforce Experience

The Untapped Value of Data & Analytics in Insurance

We want to learn about you.

Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins