Made for insurers, brokers & agents

Unleash the true potential of your insurance business with our insurance software suite – your all-in-one solution for seamless customer service, quoting, underwriting, claims, billing, and business intelligence.

Why FluidTasks?

The total cost of owning insurance technology infrastructure is high. FluidTasks provides you a platform to support key insurance operations at a fraction of the traditional cost.


Grow your insurance business on a budget

Improved Policyholder Experience
Provide customers with omni-channel experiences allowing them to connect to insurance services from any device, anytime.

Boost Productivity
Provide your team with the necessary tools to easily access data and serve policyholders effectively and save time.

Decide with insight
Use the data you already have to make significant business decisions based on actionable insights.

Don't spend your precious dollars on software that doesn't work for you. Give FluidTasks a try first before deciding to buy.

One system for everything

Manage all aspects of your brokerage in one place. This includes tasks such as tracking and managing policies, client information, and financial data.

Know your customers better

Use simple forms to capture and edit customer details and attach documents such as KYCs. Simplifying policyholder records management.

Receive premiums on time

Take advantage of the shared data and tight integration between underwriting and accounts for faster processing of premiums and claim payments.


Stop getting headaches from processing claims

Provide customers with easy and intuitive platforms to notify loss and track their claims anytime and from any device.

Allow brokers to manage and monitor claims from one place making it easier to communicate with customers.


Why should you share your hard earned revenue with someone else?

The majority of insurance software vendors charge a lot of fees. License fees, Training fees,.... and they take a % of your gross premium each year.

If you choose to use FluidTasks, you only pay for what you are using. We do not take more than we need to help you run your business smoothly.

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