The intended audience for this article is Insureds/End Customers.
This short walkthrough shows what it’s like to complete insurance forms and sign documents after your agent invites you to Wunderite.
What you’ll see in this video
How to open your agent’s email and get started
What the task list looks like and how to use it
How to complete forms, upload files, and sign documents
What happens when you’re finished
Wunderite - Insured experience
Trusted and familiar
The email comes from your insurance agency, with your agent’s name, logo, and contact information.Quick to start
No account setup. No password to create. Just accept the invitation and begin.Focused on you
You only see the questions your agent assigned to you, not the entire insurance application.Clear guidance
Required questions are clearly marked. If something is missing, Wunderite tells you before submission.Easy to fix mistakes
You can reopen a form, edit an answer, and resubmit any time before you agent finalizes the submission.Simple document signing
Signing documents is straightforward. You can choose a typed signature, draw one, or upload a signature, then submit in seconds.Works on desktop or mobile
You can upload files from your computer or take a photo with your phone if needed.
When you’re done
Your agent is notified automatically
You can see completed and remaining tasks
You can review forms and signed documents anytime
Why your agent uses this
Fewer emails and follow-ups
Less back-and-forth on missing information
Faster applications and renewals