Brokers who moved faster after switching

The challenge

Safel's underwriting team lost an extra four hours a day to slow, manual quote generation and policy issuance — especially for high-demand third-party motor cover.

The solution

FluidTasks built a lightweight mobile app that let agents generate quotes remotely, integrated directly with the core platform for unified, nationwide visibility of daily business.

The results

• Reclaimed 4 hours per underwriter, every working day
• Significantly accelerated quoting and policy issuance
• Unified, real-time visibility across every branch

The challenge

Paper-dependent operations meant three extra hours a day managing customers and issuing policies, plus manual calculations, slow file searches, and real hesitation about moving sensitive data to the cloud.

The solution

FluidTasks replaced manual calculation with automated underwriting and moved customer records to secure, distributed cloud storage — resolving the data-security concerns that had stalled digital transformation.

The results

• Saved roughly 105 working hours every month
• Enhanced accuracy in premium calculations
• Robust, secure KYC and onboarding workflow

The challenge

Outdated manual systems created delays and inflexibility, made personalised customer interactions difficult, and raised real concerns about protecting sensitive data through any system change.

The solution

FluidTasks automated policy management, claims processing, and customer interactions end to end, replacing disconnected manual steps with one governed platform.

The results

• 30% increase in customer retention within six months
• Significant reduction in administrative burden
• A platform partners describe as fit for brokers, agents, and insurers alike