Wunderite

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

How to Create a Commercial Risk Profile

Vehicle, Driver, Property Schedules (Video - How to use Risk Data)

Learn how to add a vehicle to your prospect or customer's risk profile.

How to Add a Vehicle

Learn how to add a building to your customer's risk profile.

How to Add A Building

How to Import Risk Profiles

If a customer already exists in Wunderite, but you need to share a new email link reminder

Resend a login or invite link

Insurance companies want breakdowns of liability exposure per location - Wunderite can track it for you!

Connect General Liability Exposure to a Premise or Location

A detailed breakdown of actions, navigation elements, and keyboard shortcuts on Risk Data Tables

Risk Data Tables: UI & Keyboard Shortcuts

Import a spreadsheet or schedule to a risk profile

How to Import Risk Data

Wunderite's new permission groups for customer collaborators

Simplified Permissions

A property pull = one credit used to automatically pull property details, risk info, and replacement cost estimates.

What are Property Pulls in Wunderite?

Learn how to view and use property data to streamline your workflow

How to Pull Property Data in Wunderite

What to do when your property data limit is reached

How to Buy More Property Data Credits

Resize columns on Risk Data

Workers' Compensation Class Codes - which states are supported?

Assign risk data schedules to collaborator task lists

Send & review risk data schedules (statement of values)

Automatically map HawkSoft spreadsheet schedules to Wunderite Risk Data

Import HawkSoft schedules to Wunderite

Automatically map Applied Epic spreadsheet schedules to Wunderite Risk Data

Import Applied Epic spreadsheet schedules to Wunderite

Use multi-column sorting to group by premise or other column types

Sort or group by multiple columns

Track and manage additional schedule risk data with flexible custom columns across schedules, imports, and exports

Custom Columns for Risk Data

Peter MacDonald

Wunderite Support Team

Philip MacDonald

Set up insured accounts and risk profiles in Wunderite

Risk Profiles & Risk Data

Request a Demo

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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