Features & Quick Stats
Key Features
- Pre-filled renewal applications
- Access applications online
- Send applications & reminders
- Quote tracking
Core Business
Renewal and new business work automation
How Fluid+, Trio, Surge 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