FluidTasks
A robust solution for financial management within the unified insurance system
Accurate Financial Data
By integrating customer management and payment management, FluidTasks ensures data consistency and accuracy, reducing errors and discrepancies in financial records.
Effective Organization Accounts Management
With financial period definition and bank account integration, insurance professionals can easily manage organization accounts, track revenue, expenses, and maintain accurate financial records
Streamlined Payment Management
Efficiently manage claim payments and bordereaux payments within the same system, reducing manual effort, and ensuring accurate and timely payments to policyholders and any other stakeholders.
Scalable and Adaptable
FluidTasks is designed to scale with the growth of your company, accommodating increasing data volumes, expanding product lines, and changing business requirements.
Customer Accounts Management
FluidTasks Customer Accounts Management allows insurance professionals to generate detailed statements that provide a consolidated overview of financial transactions for each policyholder.
Payments Management
FluidTasks facilitates the efficient and accurate payment of commission amounts to brokers or agents. It also allows for the allocation of payments, knocking off payments by policy or invoice.
Reporting
FluidTasks Accounting module includes debtors' age analysis reports, providing insights into outstanding payment balances and the aging of receivables.
Organizations Accounts Management
You can organize financial transactions and generate accurate and timely financial reports by setting specific periods, such as monthly, quarterly, or annually.
Insights & Resources
