Wunderite

Use the below email templates to explain to your customers how to log in and answer questions in Wunderite.

Email Templates for Introducing Wunderite

Agent Dashboard: View Forms, Signatures, and Invites in progress

Philip MacDonald

Katie Channer

Get started with Wunderite and find answers to frequently asked questions. For any other questions, reach out to your Wunderite Customer Success Manager. 

Getting Started

Learn how to create your Wunderite account and update your profile settings.

Set Up Your Wunderite Profile

Copy a personalized link for your collaborator

Copy a link to a collaborator task list

Step 1 - Account Settings

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

Creating a Commercial Risk Profile

Step 2 - Risk Profiles

Learn how to search for and add a supplemental, ACORD, or custom intake form to a risk profile.

Adding a Form to a Risk Profile

Learn how to fill out a form, assign questions, and more in Wunderite.

Filling Out a Form

Learn how to share a specific set of questions with your teammates or your customers.

Assign a Specific Set of Questions

Learn how to "Assign & Share" an entire form in Wunderite.

Assign & Share an Entire Form

Learn how to use Autofill and Smartfill to automatically populate forms with data that exists in Wunderite

Autofill a Form

Create and send a task list to agents and customers with 1 email notification

Task List: assign forms and questions, send 1 email notification

Extract data from PDF and autofill to Wunderite form

Filter questions on a form (unanswered, required, assignee, etc.)

Step 3 - Forms

Digital Signature Quick Start

Cancel or change request for signature

Do all carriers accept Wunderite Digital Signature

Step 4 - Signatures

Create a Submission

Step 5 - Submissions

Request a Demo

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.