Capabilities
Industry forms & underwriting wizard
Operate efficiently with easy to use industry forms, pre-configured rates, guided underwriting to reduce errors, and seamless integration to managing files and billing.
Analytics and Reporting
Access comprehensive and intuitive visual representations of key metrics and performance indicators, enabling informed decision-making, monitoring underwriting performance, and identifying growth opportunities.
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Compliance and Audit Trails
Ensure compliance with industry standards and regulatory obligations by tracking and documenting every action, maintaining comprehensive audit trails, and generating detailed reports.
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Get Started
With FluidTasks underwriting, It's Getting Easier To Operate more efficiently.
Visible and Traceable Policyholder Information
Utilize a knowledge graph created for each policyholder for easier access and efficiency.
Manage renewals more efficiently
Automated renewal reminders can be leveraged and potential earnings can be estimated helping brokers or underwriters retain business with each renewal cycle.
Information Handover
Seamlessly handover information and data as modules are integrated, that is, CRM to Underwriting to Billing.
Insights & Resources
