Skip to main content
All CollectionsBest Practices
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 10 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.

Did this answer your question?