The intended audience for this article is Agents and Insureds/End Customers.
Wunderite automatically sends email notifications to both agents and insureds (customers). You can manage your notification preferences by selecting your name
Customize Email Notifications
1. Click the 🔔 "bell" icon in the top right corner of your screen, next to your name (the notification popup)
Click Settings to open notification settings
or select your name > Account > Notifications
Un-check the box for each item you want to unsubscribe from. The first column is for In-App notifications. The second column of options is for email notifications
Agent Notifications
Notification Action | Description |
Invited as Collaborator | Sent to the user invited as a collaborator. |
Collaborator Invite Accepted | When a collaborator accepts an invite, notifies the team member who sent the invite. |
Assigned a Question | Sent to a collaborator when they’re assigned questions on a form. |
Assigned a Form | Sent to a collaborator when they’re assigned an entire form. |
Customer Done with Form | When a customer marks a form done, notifies all team member collaborators on the risk profile. |
All Customers Done with Form | When all customers assigned to a form are done, notifies all team member collaborators on the risk profile. |
Agent Completed Form | When an agent marks a form complete, notifies all team member collaborators on the risk profile. |
Removed as Collaborator | Sent to the primary agent on a risk profile when a customer collaborator removes themself as a collaborator. |
Risk Data Added | Sent to any agent collaborator when any collaborator adds risk data to a risk profile. |
Risk Data Updated | Sent to any agent collaborator when any collaborator changes existing risk data on a risk profile. |
Risk Data Deleted | Sent to any agent collaborator when any collaborator deletes risk data on a risk profile. |
Property Data API Request Limit | Sent to any agent team member when the team has no property data credits remaining. |
Signature Requested | Sent to any collaborator added as a signer on a signature packet. |
Signature Confirmation | Sent to any agent collaborator on a risk profile when a single signer completes a signature packet. |
All Signatures Completed | Sent to all collaborators on a risk profile when all signers complete a signature packet. |
Signature File Modified | Sent to any agent collaborator on a risk profile when a signature packet is modified, excluding the agent who modifies the packet. |
Weekly Work in Progress Digest | A weekly summary of all tasks in progress, sent to the current agent user. |
Customer (Insured) Notifications
Notification Action | Description |
Invited as Collaborator | Sent to the user invited as a collaborator. |
Assigned a Question | Sent to a collaborator when they’re assigned questions on a form. |
Assigned a Form | Sent to a collaborator when they’re assigned an entire form. |
Assigned a Task List | Sent to a collaborator when they’re assigned a task list. |
Signature Requested | Sent to any collaborator added as a signer on a signature packet. |
All Signatures Completed | Sent to all collaborators on a risk profile when all signers complete a signature packet. |
As of November 2025, it's not currently possible for agents to receive copies (BCC) of customer notifications. We're tracking this feature and hope to have it released sometime in 2026.