Joined October 2021 | Last Updated August 2024

Fluid is workflow software that helps you service current customers and win new customers. Fluid was designed to help you improve customer interactions and handle more business.

Features & Quick Stats

How Fluid Helps Independent Agents/Brokers: Fluid helps to automate the actions brokers and carriers take to be successful. Fluid not only handles repetitive steps, but Fluid also provides resources and tools to help brokers succeed. Fluid streamlines and enhances business flow for brokers, carriers and their customers.

Partnerships: RPA with large insurer

Certifications/Awards: 2017 EIS Finalist

Exclusive Catalyit Deal: Yes

Key Features:

  • Pre-filled renewal applications
  • Access applications online
  • Send applications & reminders
  • Quote tracking

Website: fluidworkflow.com

Contact: [email protected]

Headquarters: Layton, UT

Number of Employees: 4

Area of Operations: Nationwide

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