Fluid Insurance Workflows Information

Fluid Insurance Workflows is an insurance technology company offering workflow automation and sales enablement for commercial insurance brokers and commercial insurance carriers. Fluid’s platform allows insurance brokers and carriers to become the beneficiaries of leading-edge technology driving efficiencies and increased ROI, replacing the pervasive, painful, paper-based renewal process. The flagship product, Fluid+, was designed by commercial insurance brokers and offers a powerful, needed solution offering customizable tools. The product automates painful, time-consuming processes for renewal and quoting management, provides multi-functional applications and complements CRM systems. The software is easy to adopt as it emulates the typical broker workflow, reduces operational costs, enhances customer relations, reduces E&O risk and is the foundation of enablement tools. Fluid's product for carriers, Fluid Trio, is a creative solution to the tedious problem of how to collect renewal information. Fluid Trio provides a coordinated platform for carriers that manages and coordinates the exchange of information among carriers, brokers and customer. Leveraging Fluid+'s intuitive broker workflow, Fluid Trio delivers a solution that does work for brokers, as opposed to broker entry portals which add work for brokers. Fluid Trio is about renewal relationships. Renewal relationships are very valuable and they get stronger with a better process for all. Finally, Fluid is developing a sales enablement platform for commercial insurance brokers to grow revenue, enhance customer relations, gain digital tools, add unique automation and reduce broker E&O risk. Fluid's application automation system is the first step along Fluid’s pragmatic roadmap which includes a wide array of value-added features and capabilities. Another 500 features or modules have been designed to help with broker enablement and workflow automation.