Wunderite

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

Philip MacDonald

Jacob Parker

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

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

Step 3 - Forms

Digital Signature Quick Start

Step 4 - Signatures

Create a Submission

Step 5 - Submissions

Request a Demo

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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