OrganiseIT (OIT) is set to retire in 2027. Every brokerage running OIT will need to move to a new document management system before then. That part is not in question.
What is worth noticing is how the move is being steered. The same company that is retiring OrganiseIT also owns the system it is nudging brokers towards, and as the deadline nears it is raising the price of OrganiseIT while making its own replacement easier to say yes to, with the migration handled and the first year discounted. It is an easy slope to slide down, but the destination has been chosen for you.
What is worth pausing on is the decision underneath the deadline. A closing system feels like a problem to solve quickly, so the natural instinct is to find the nearest like-for-like replacement and move on. We would encourage you to think bigger, because the platform you choose now is the one your brokerage will build on as the future of AI and automation reshape how broking gets done in 2027 and beyond.
The setup most brokers are quietly living with
You did not become a broker to spend your day managing systems. Yet for a lot of brokerages the day looks like too many tabs, data entered twice, renewals chased by hand and documents buried in folders. Your broking platform lives in one place, your client records in another and your documents somewhere else again. Nothing is truly broken, but nothing is truly connected either, and the effort of holding it all together falls on your team.
A forced migration is a rare chance to fix that, not just to replace one piece of it.
Two easy paths that both cost you later
Most brokers being moved off OrganiseIT are offered one of two things.
The first is another document-based system. It stores and files much like what you have now, and it still sits alongside your separate broking platform. It answers the deadline, but it leaves the fragmented setup exactly as it was, with your policy data in one place and your documents in another, and no real step forward.
The second is a promise. A more complete solution that is on the way, on a roadmap, arriving in some future release. Waiting means running your business on a maybe while the deadline keeps moving closer.
Neither path is wrong exactly, but both ask you to accept less than what is already possible today.
A modern platform, available now
InsureTech Connect (ITC) brings your brokerage onto a single screen – a complete insurance operating system.
Your CRM, your document and task management, your workflow and renewal automation, web quote and bind, a client portal and reporting all live in one connected platform rather than scattered across tabs and tools. It connects with the broking and accounting systems you already use, including Insight, WinBEAT, Xero and MYOB, so it strengthens your core rather than forcing a rip and replace.
Here is what that connection actually gives your team:
> You win back hours every week.
Renewals, follow-ups and the admin that quietly eats the day can run automatically. Instead of a renewal spreadsheet and a good memory, ITC identifies what is coming up, triggers the task, generates the document and sends the client communication, then tracks it through to completion.
> Nothing falls through the cracks.
Every task, client, policy, email, file note and phone call sits in one place and is recorded as you go. That is not only convenient, it is your compliance story told automatically, so when an audit or a client query arrives the full history is already there.
> You grow without more headcount.
When the routine work runs itself, the same team handles more clients without you hiring just to keep up.
> New regulatory obligations, such as informed consent on commissions, become a workflow rather than a worry.
ITC can identify the policies that need consent, send a personalised consent form with a single click, track the status on a live dashboard and flag anything still outstanding, so no renewal deadline slips.
> Your clients can help themselves.
A secure client portal lets policyholders view their documents, update their details and start renewals, amendments, claims and refunds without a single email landing in your inbox.
> You can quote and bind online.
A public-facing quote engine lets prospects get a tailored quote in seconds, connected to insurer rates, with binding, invoicing and follow-up communication triggered automatically behind the scenes.
> Your history moves with you.
ITC imports directly from OrganiseIT, including all your tasks (a problem others have yet to solve), so the records you have built up over years come across intact rather than being left behind or trapped inside someone else’s ecosystem.
> And real-time synchronisation across your platforms.
This is where the difference from a document-only system really shows. Where a filing tool only stores what you put into it, ITC syncs directly with your broking platform and unifies your CRM, workflows, quoting and client portal in one place. And it is not a one-off import. ITC stays in genuine two-way sync with your broking systems and your other CRMs, so a change in one place flows everywhere and your platforms finally work as one instead of quietly drifting apart.
Why FocusNet is different from a software vendor
This is where the choice really separates.
ITC is built and run by FocusNet, and choosing it means choosing more than a platform. We are insurance tech specialists, a managed IT and cyber security partner, and a certified service provider to the Steadfast broking network.
Our team looks after more than 100 insurance brokerages across Australia so running broker environments is part of our core business, not a side effect of selling software, and ITC is a part of what we bring, alongside your IT infrastructure and technical support.
That changes what a migration feels like.
You are not handed a login and a folder of training videos and left to it. We understand how brokerages actually work, not just one part but how the entire tech stack best works for authorised representative networks and multi-office structures, because we secure and manage them every day. We can see your whole environment, plan around disruption before it happens and integrate everything without waiting on a third party.
Brokers who have made the move say the same thing.
John Elliott, of Elliott Insurance Brokers and All Trades Cover, put it more simply after his own transition with us, saying the partnership made a complex tech transformation feel manageable and even inspiring.
And Jordan Brindley, a director at Trident Insurance Brokers, says that since appointing us their brokerage has had zero system downtime and can rely on us to keep their data protected.
Start the move on your terms
The OrganiseIT deadline is fixed, but where you land is entirely your choice. You can move to another single-purpose system, you can wait on a promise, or you can move once, to a modern platform that is ready today, backed by a partner who already runs technology for brokerages like yours, and built for where broking is heading.
If you are mapping out your transition from OrganiseIT, we would welcome a conversation about what ITC could look like for your brokerage. Book a demo to see how it can run on your own systems, or simply get in touch with our team to for a chat.
