The intended audience for this article is Agents.
Wunderite’s Risk Data feature lets agents add, manage, and share schedules, statements of values, or other “lists” (e.g., driver lists) with customers. To access Risk Data, go to a Commercial or Personal Risk Profile > Risk Data, then choose a section. Our spreadsheet editor makes it simple to review and update this information.
As of October 2025, you can't add risk data to a customer's task list. However, it is possible to give your customer access to view or manage risk data (it just won't show up in their task list). To share risk data with a customer collaborator, navigate to a Risk Profile > Collaborators.
You can assign Risk Data permissions when inviting a new collaborator or editing an existing one (Actions > Edit Collaborator). In both cases, you’ll see a Risk Data Permissions section with dropdowns to select which risk pages the customer can access.
You can assign the following permissions:
Disabled - No ability to view or edit risk data
View Only - View-only permission for risk data
Manage (Recommended) - View, create, edit, and delete risk data
Manage & Export - Full access to view, create, edit, delete, and export risk data
Once a customer has risk data access, you can copy a link and then direct them to access the appropriate risk data section using the sidebar navigation on desktop, or select the lightbulb exclamation icon💡on the bottom toolbar on mobile.
We are actively working on the ability to add Risk Data to customer task lists and Submissions. We expect this feature to be available in late 2025 or early 2026.