👔For advisors & insurance professionals
Meet people with context, not a blank slate.
FortiFi is a short guided assessment people complete before you meet. You get structured input, a readiness view, and a PDF, so the conversation starts where it should.
Why teams use FortiFi
Assessment that stays organized.
Replace long discovery calls and scattered spreadsheets with one calm flow. What matters is captured once, then it's there when you're ready to advise.
Consistent discovery
One structured assessment replaces scattered notes and one-off questions. Everyone answers the same core items, so comparisons are fair and follow-up is easier.
Context before you meet
Goals, constraints, and priorities surface before you sit down together. Live time goes to advice and fit, not repeating basic intake.
Built for practitioners
Whether you focus on planning or protection, FortiFi keeps what people share organized so your next step is grounded in what they actually said.
From answers to report
How the assessment flows and what you receive.
A guided experience people can finish on their own time, structured output from what they shared, plus a readiness view and PDF for your next conversation.
HMO, life, and health coverage are captured in one place; you see structured numbers.
Your current coverage
Use the sliders to match what you have today (HMO, life, health). FortiFi compares this to illustrative targets from your income and goals.
Drag to match your plan
Best estimate is fine
CI or health rider
The same steps for each person: fair comparisons and clear data for you.
Illustrative preview. Live assessments reflect each person’s situation, obligations, and priorities.
Workspace
A light layer for follow-up, not another bloated system.
FortiFi includes a simple workspace: assessments tied to each person, status at a glance, and the detail you need when you follow up.
One place for each conversation
From first click through a finished assessment and follow-up: status and detail in one workspace.
Full responses, not fragments
Review answers and generated context so your next message or call isn't starting from scratch.
Clear next steps
See who completed the flow, who paused, and what to revisit when you reconnect.
⏱5 min to clarity
Your finances may look okay. But what are you not seeing?
A 5-minute assessment to find hidden gaps and know what to focus on next.
Your Advisor
Maria Reyes
“A clear look at today is the best first step toward the future you want.”
Sample view: your photo, name, and link slug appear on your live page.
Your brand, your link
A FortiFi page that carries your name.
No generic intake form. People open FortiFi through your link: clear, on-brand, and tied to the assessment and workspace behind it.
- A link that's yours to share. People land on your FortiFi experience, not a generic form.
- Your name on the journey: calm, professional, easy to remember.
- They complete the guided flow on their time; you receive structured output when they're done.
Time is finite
Long discovery calls, or about five minutes on their own time?
The old rhythm
Repeated long meetings just to surface basics and figure out what someone actually needs, before real advice begins.
With FortiFi
They can complete the guided steps in about five minutes: clear questions, structured output, and a report you can both refer to. Your live time goes to what matters.
Simple pricing
Plans that cover the essentials.
Included in either plan
- Workspace for your FortiFi conversations
- Your personalized FortiFi page at your link
- Guided assessments with scoring
- Downloadable PDF report for each completed assessment
People you work with open FortiFi from the link you give them, not from the public homepage.
Meet your next client with context.
Set up in minutes. Share your link. Your first assessment is free.