Wunderite

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

The fastest way to share a form with your customer

Send a Form with Forms Quick Start

Save a form to your agency's Team Favorites

Favorite or unfavorite a form

Need to copy an existing form and all data associated with it?

Copy a Form

A detailed breakdown of Forms Response page navigation and actions

Forms: Navigation and Bulk Actions

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

Filling Out a Form

Rename a Form

Download a Completed Form PDF

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

Assign & Share 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

Request loss runs, financials, declaration pages, last year's insurance policies, and more from your customers in seconds

Upload or request documents

Send recurring or one-time form reminders

Unassign a form or question(s)

Ensure customers fill out forms to completion with required form questions

Mark questions required

What happens when you try to complete a form with unanswered required questions?

Filling out a form with required questions

How is progress calculated on forms? What are there more questions answered than total available?

Forms progress meter: answered and total questions

The ACORD 146 has been replaced by the ACORD 152

Where is the ACORD 146?

Send Forms, Mark Complete, Download, and Delete multiple selected forms

Perform bulk actions on multiple forms

Autofill automatically appends an overflow PDF to available forms

Autofill Schedule Overflow

What to do if you received an email asking to fill out multiple forms

Fill out multiple forms from my agent

Bulk remove notes from forms

Need to permanently remove an existing form and all data associated with it?

Remove a Form

Peter MacDonald

Kaleigh Earle Hagan

Philip MacDonald

Step 5 - Forms

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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