Core Functionality

FluidTasks is a comprehensive insurance brokerage management system that is used by brokers around the world. It provides a range of features and tools to help brokers manage their business effectively, including the ability to manage P&C and benefits across all locations and lines of business.

Unified P&C Management

f-img
3692685

Work from Anywhere

FluidTasks puts brokers at the front, and is built to make it easy for them to work faster by simplifying and automating core operations. 

  • Step by step underwriting wizard
  • Pre-built forms make data collection easy
  • Ability to upload risk items from excel
  • Automated calculations predefined
  • Access application from any browser
Data points-cuate

Omnichannel Customer Experience

Each customer has their own expectations and choice of platforms they would want insurance services to be delivered to them. FluidTasks provides your customers a portal for them to get quotes, follow up on claims and get help from anywhere.

More Capabilities

Streamlined Communication

Use automated and scheduled emails and SMS to send policy & claims reminders and messages to customers directly from your broker management system. You can integrate with popular messaging platforms such as Twilio and Sendgrid via the FluidTasks API.

No Infrastructure Required

Move away from managing on-premises infrastructure for your BMS. FluidTasks is cloud-native which means all you need is a capable end-user computer with internet connectivity.

Configure, don't build

FluidTasks takes a configuration first approach, so you do not need to develop or automate most of your processes in-house. Simply configure some of the workflows and settings built into FluidTasks to suite your needs.

Simplified Document Management

Each critical insurance process has an integrated document management workflow. When you bind a policy, you can attach necessary documents that go along with it, when you file a claim, it is also easy to upload and exchange an necessary documents with both the policyholder and the insurer.

Continuous Value Delivery

We are conducting research on an on-going basis and improving the product to keep on delivering value to brokers in this fast-paced and technology driven business environment. A happy broker, means a happy policyholder.