Guides: Marketing & Sales
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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Compare Fluid to other Marketing Automation solutions on the Catalyit Marketing & Sales Guide.
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