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

Fill out forms and signatures as an end customer (insured)

Philip MacDonald

Peter MacDonald

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

Most support articles are only visible when you are logged in

Log in to Wunderite to view more Support Articles

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, questions and signatures; send 1 email notification

Extract data from PDF and autofill to Wunderite form

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

Autofill all ACORDs with risk data schedules and automatically attach the appropriate overflow ACORD

One-click autofill ACORDs with risk data schedules

Step 3 - Forms

Digital Signature Quick Start

Cancel or change request for signature

Do all carriers accept Wunderite Digital Signature

Include files that need to be viewed but not signed

Merge multiple files into one signature file PDF

Step 4 - Signatures

Organize Forms and data to prepare for marketing

Create a Submission

Step 5 - Submissions

Request a Demo

Find answers and get help from Intercom Support and Community Experts

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Home

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.