The intended audience for this article is Agents.

In Wunderite, you can send your clients a single form or multiple forms to complete. To limit the number of emails that your insured receives, follow the steps below to send multiple forms to your client at one time. Your client will be notified by one email vs. many emails.

Under your client's risk profile, go to the Forms tab, and find the forms you wish to send. You will notice a checkbox next to each form on the left-hand side. Check the form you wish to send.

Once you have finalized your selections, click the "Bulk Actions" button on the upper right-hand side. Then click "Send Forms".

You have now grouped the forms you wish to send. Continue through the prompts to add your collaborator and finalize the invite or send forms. If you have any more questions, please contact your Wunderite Customer Success Manager.