FluidTasks Support Center

📘 Getting Started

New to FluidTasks? Here's how to begin:

• Account Setup: User accounts are created internally by our administrative team. If you're expecting access and haven't received your login details, please contact your organization's administrator or reach out to us directly.

• Accessing Your Account: Once your account is set up, you'll receive an email with your login credentials and a link to access the FluidTasks platform.

• Initial Configuration: Upon first login, follow the on-screen prompts to configure your profile and notification preferences.

🎓 Free Training Course

To help you get the most out of FluidTasks, we offer a free online training course:

FluidTasks for Insurance Essentials

This course is designed to provide you with a comprehensive understanding of the FluidTasks platform, including:

• Navigating the user interface

• Managing tasks and workflows

• Utilizing key features for insurance operations

Access the course here: FluidTasks for Insurance Essentials

🔧 Key Features & Capabilities

FluidTasks is a comprehensive insurance brokerage management system designed to streamline your operations. Key features include:

• Unified P&C Management: Manage all your property and casualty (P&C) and benefits across all locations and lines of business within a single system.

• Work from Anywhere: Access the application from any browser, enabling flexibility and remote work capabilities.

• Omnichannel Customer Experience: Provide customers with a portal to get quotes, follow up on claims, and receive assistance from anywhere.

• Streamlined Communication: Utilize automated and scheduled emails and SMS to send policy and claims reminders directly from your broker management system.

• Simplified Document Management: Attach necessary documents during policy binding and claim filing, facilitating easy exchange with policyholders and insurers.

• Continuous Value Delivery: Benefit from ongoing research and product improvements to stay ahead in a fast-paced, technology-driven environment.

For a detailed overview of all features, visit our Features & Benefits page.

🔄 Integration Capabilities

Enhance your FluidTasks experience by integrating with your existing systems:

• Custom Connectors: We can develop custom connectors to match your Broker Management System (BMS) intake format, provided the vendor supplies an API or SDK.

• API Access: Utilize our REST API or Webhooks to mirror tasks created in FluidTasks back into your existing BMS, ensuring synchronized updates and resolution statuses.

Interested in integrating FluidTasks with your systems? Contact our support team to discuss your requirements and explore available options.

❓ Frequently Asked Questions (FAQs)

Q: How do I reset my password?
A: Click on the "Forgot Password" link on the login page and follow the instructions to reset your password.

Q: Can I customize task routing rules?
A: Yes, FluidTasks offers a low-code interface to configure routing rules based on your organization's needs.

Q: How do I contact support?
A: You can reach our support team via email at support@fluidtasks.com or by filling out the contact form.