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.
Business Functionality Integrations Data & Analytics Change Management Comprehensive marketing, sales, and operations solutions that align to your business goals. Scalable architecture with common ERPs like Yardi, MRI, and Real Page to deliver connected experiences. Proper data hygiene, governance, and strategies to deliver trustworthy insights for accurate decisions. Supportive strategies and best practices to ensure business users gain confidence and adopt the solution.
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
Producer Licensing
Performance Management
Omni-Channel Service
Change of Beneficiary
Call Center Operations
Customer/Agent Portals
Customer 360
Book of Business Views
Data & Integration Strategy
Integration with Core Systems
In-Process Predictives
Underwriting Optimization
Workflow Automation
Agent/UW Collaboration
Claims Automation
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
