Solutions

Built for how your business actually runs

Whether you're building programs, brokering across insurers, or running underwriting at scale, FluidTasks configures to your operation — not the other way around.

MGAs & Program Managers

Launch and manage programs without waiting on IT

Product Builder lets you stand up a new program, rate it, and get it in front of agents fast — while Business Intelligence keeps every carrier partner's bordereaux and loss ratio one click away.

Configure new programs and rating rules without code

Give delegated authority partners their own scoped access

Automated bordereaux for every carrier relationship

Track underwriting performance by program in real time

Insurance Brokers

One system for policies, claims, clients, and money

Replace the spreadsheets and disconnected tools with a single broker management system — quote, bind, bill, and settle claims without re-keying a single field.

Capture a submission once; it flows to policy, billing, and claims

Customer portal for quotes, claims status, and payments

Automated commission, rebate, and sub-agent fee calculations

Real-time dashboards on retention, renewals, and revenue

Insurers & Underwriting Agencies

Operational control across every branch and broker

Centralise underwriting, claims, and accounts across every branch, broker channel, and reinsurance treaty — with the audit trails and role-based security your compliance team expects.

Full reinsurance contract and treaty management

Role-based permissions down to the field level

Compliance-ready audit trails on every transaction

Consolidated reporting across branches and brokers

Tell us how you operate — we'll show you the fit.

Every FluidTasks rollout starts with your actual products, workflows, and team, not a generic demo script.

Schedule Your Demo