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Invite a customer to collaborate on multiple Risk Profiles
Invite a customer to collaborate on multiple Risk Profiles

Walkthrough of inviting one customer email address to collaborate on multiple Risk Profiles

Philip MacDonald avatar
Written by Philip MacDonald
Updated over 8 months ago

The intended audience for this article is Agents and Insureds/End Customers.

A customer email address can belong to more than one risk profile, including commercial risk profiles, personal risk profiles, or a combination of both. Here's a walkthrough of the agent and customer experience:

For any other questions, contact your Wunderite Customer Success Manager.

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