FluidTasks

Manual workflows slow your MGA down? FluidTasks streamlines submissions to policy binding, helping you process more business faster. This all-in-one SaaS platform empowers underwriters, MGAs, brokers, and small insurers with automation, advanced technology, and seamless efficiency to stay competitive.

FluidTasks is an AI-powered workflow automation platform designed to enhance efficiency for brokers and underwriters. Now available on Microsoft Partner Center, it streamlines operations and accelerates decision-making with powerful features:

AI-Driven Automation – Automatically extract, prioritize, and assign submissions, reducing manual effort and processing time.

No-Code Product Builder – Create and configure insurance products without coding, allowing for faster innovation and market adaptation.

Embedded Analytics – Gain real-time insights with Power BI Embedded, helping underwriters make data-driven decisions and optimize risk assessment.

Workflow Automation – Automate submission processing, underwriting, and claims handling to free up valuable resources and reduce turnaround time.

Seamless API Integration – Easily connect with existing systems, ensuring smooth data flow across platforms.

Save Time & Reduce Errors – Automate tedious processes, ensuring accuracy and compliance.

Accelerate Quote Turnaround – Faster decisions mean happier brokers and increased business.

Scale Without Bottlenecks – Expand operations efficiently without adding unnecessary overhead.

Stop wasting time on manual tasks. Automate, accelerate, and grow with FluidTasks.

With FluidTasks, brokers and underwriters can work smarter, faster, and more efficiently—directly within their Microsoft 365 ecosystem.