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


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
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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.