Wunderite

Include an optional message when sharing forms and questions with customers

Where do customer messages display?

Getting too many notification emails? Here is how to change notification settings

Turn Email Notifications On or Off

Learn how to change the view of your Risk Profiles in Wunderite.

Filtering Risk Profiles (All Profiles vs. My Profiles)

How does Wunderite work on mobile devices like Apple iPad, Microsoft Surface, etc

Using Wunderite on Tablets and Smart Phones

How do I Export and Download my Data from Wunderite. What does the data download look like?

Export and Download your Data

Organize agency members and risk profiles into groups

Segments

Learn how Wunderite's email messages appear to your customers.

What Do Wunderite's Emails Look Like?

Walkthrough of inviting one customer email address to collaborate on multiple Risk Profiles

Invite a customer to collaborate on multiple Risk Profiles

Send multiple forms at one time

Autofill more fields

Assign forms to multiple recipients and track their status with "I'm Done"

Upload Excel and Word files to Signature Manager

Learn how to create Form Templates and use them to automate your workflow

Use Form Templates to automate your workflow

How We Keep Your Data Secure

How to Edit a form you have previously marked Complete

End users in need of editing previously completed information

Editing a Complete Form as an Insured

Peter MacDonald

Philip MacDonald

Nicholas Bates

Tips and tricks to maximize your efficiency

Best Practices

Emails going to SPAM? Follow these steps to whitelist Wunderite emails so they don't go to spam. (Train your best customers to do this too!)

Whitelist emails so they don't go to SPAM

Ensure You Receive Critical Emails from Wunderite by adding Wunderite to Email and Security Gateway Allowlists

Add Wunderite Emails to Allowlists

Implementation

Get started quickly and avoid duplicate entry by exporting your customer list to import to Wunderite

Export Customer List from AMS360

Export vehicle, driver, location, and equipment schedules from AMS360

Export Schedules from AMS360

Import AMS360 Policy Exports to Wunderite

Export from my AMS

Request a Demo

Find answers and get help from Intercom Support and Community Experts

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