Features & Quick Stats
Key Features
- Renewal and quoting workflow automation designed around commercial insurance broker processes
- Client and carrier data collection tools to reduce manual intake and duplicate entry
- Workflow-based coordination between brokers, carriers, and clients for renewals and submissions
- Sales enablement capabilities that support pipeline visibility and agency growth workflows
- Integration-friendly design intended to complement existing agency systems and CRMs
Core Business
Fluid provides workflow automation and enablement software for commercial insurance agencies, brokers, and carriers. The platform focuses on digitizing renewal and quoting workflows, improving data exchange between stakeholders, and reducing manual administrative work across policy lifecycle operations.
How Fluid+, Trio, Surge Helps Independent Agents & Brokers
Fluid helps independent insurance agencies reduce time spent on manual renewal and quoting tasks by structuring and automating core workflows. It improves coordination between internal teams, clients, and carriers, helping agencies reduce operational bottlenecks, improve data accuracy, and support more consistent service delivery across the policy lifecycle.
Partnerships
RPA with large insurer
Certifications & Awards
2017 EIS Finalist