Creating a Commercial Risk Profile

Learn how to create an account ("Risk Profile") for a new prospect or existing client.

Kaleigh Earle Hagan avatar
Written by Kaleigh Earle Hagan
Updated over a week ago

The intended audience for this article is Agents.

Setting up a new commercial risk profile in Wunderite takes less than 60 seconds. To get started, go to the left-hand side of the page and click on the 3rd tab called Commercial Profiles. Then click the "New profile +" blue button in the upper-right hand corner.

The risk profile creation process is broken into two steps. In the first step, you will be prompted to enter: Organization Name, Descriptions of Operations, and a NAICS code. (Note: “Organization Name” is the only required field when creating a risk profile). To proceed to the second step, click the blue "Next" button in the lower right hand corner of the screen.

The second step of the risk profile creation process will prompt you to enter: Website, Phone Number, Fax Number, and Address. When you enter a mailing address below, suggestions from Google Maps will appear to save you time. Click the blue Finish button in the lower-right hand corner of the screen.

And with that, you've created a Commercial Risk Profile!

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