Salesforce for Insurance
Modernize Distribution, Brokerage & Claims
A connected operating layer for insurance, built on Salesforce. Fortimize unifies broker, policy, and claims data while standardizing workflows across distribution, underwriting, and service.
View Our Underwriting Desktop →
"Partnering with Fortimize amplifies our ability to deliver unmatched value to our clients.”
Miguel Edwards
FiveM Consulting
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We’re here to answer your questions — wherever you are in your CRM journey.
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James Murrey
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Expand Broker Reach
- Centralize brokers, agencies, and producers
- Track submissions, quotes, and bind activity
- Automate onboarding, licensing, and compliance
- Connect distribution to policy and revenue
- Surface pipeline, production, and commissions
Run Faster Claims Operations
- Automate FNOL intake and triage
- Coordinate adjusters and claim handlers
- Track claim status, reserves, and outcomes
- Integrate policy and claims systems
- Monitor claims performance and risk
Standardize Underwriting
- Track submissions, risk data, and underwriting activity
- Automate intake, document collection, and triage
- Standardize underwriting workflows across lines
- Manage approvals, referrals, and authority levels
- Maintain audit-ready underwriting records
Delivery Responsive Service
- Centralize policyholder interactions and history
- Enable voice, chat, and digital service
- Automate cases, escalations, and workflows
- Provide real-time policy and claims context
- Track SLAs and resolution performance
Manage Member Relationships
- Track employer groups, members, and coverage
- Manage broker, employer, and member communication
- Automate enrollment, eligibility, and updates
- Deliver employer and member self-service portals
- Connect benefits to policy and claims data
"Fortimize was flexible and communicative throughout the delivery, ensuring we were constantly aligned."
Regional Investment Group
Customer Since 2023
