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Wunderite

by Wunderite · Since 2018
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DevelopmentAvailable globallyCloud
Quick facts
VendorWunderite
Year launched2018
StatusDevelopment
LocationBoston, Massachusetts 02111, US
Countries servedGlobal
Languages5
IntegrationsN/A
Free tierN/A
Free trialYES
Contact salesYES

About Wunderite

Wunderite by Wunderite is a modern insurance workflow automation platform designed to simplify the process of collecting, managing, and sharing insurance data between agents, clients, and carriers

Wunderite by Wunderite is a modern insurance workflow automation platform designed to simplify the process of collecting, managing, and sharing insurance data between agents, clients, and carriers. The software focuses primarily on improving the data collection stage of the insurance application and underwriting process, which is often time-consuming and prone to errors when handled manually. Wunderite enables insurance professionals to create digital forms and questionnaires that allow clients to securely submit information required for policy applications, renewals, and risk assessments. Key features of the platform include digital data collection forms, automated workflows, centralized data storage, collaboration tools, and integrations with agency management systems. By digitizing the information-gathering process, Wunderite helps insurance agencies reduce administrative workload and accelerate the overall underwriting and quoting process.

Pros & Cons

Pros
  • It cuts out the soul-crushing manual data entry that usually makes insurance renewals such a massive headache.
  • The mobile experience is actually smooth, so clients can sign off on paperwork from their phones anywhere.
  • Having digital signatures built right in saves you from paying for a separate DocuSign or HelloSign subscription.
  • It plays very nicely with AMS360, keeping all your files organized without you having to lift a finger.
  • The massive library of nearly 12,000 forms means you'll rarely have to go hunting for a specific document.
Cons
  • If your agency doesn't use AMS360, you might feel like you're missing out on the best integration features.
  • Older clients who aren't tech-savvy might still struggle with a digital-first process, no matter how simple it is.
  • You'll need to spend some upfront time mapping out your custom PDFs to get the most out of it.
  • Relying on a third-party platform for all your data means you're stuck if their system ever goes down.
  • Smaller agencies with very low volume might find the feature set a bit overkill for their basic needs.

Features

Key features

One-Click Autofill

This tool eliminates repetitive data entry by instantly populating 11,879 different insurance applications and supplementals with stored information.

Cross Form Mapping

The software intelligently maps data across various forms so that entering information once updates all relevant fields throughout the entire submission package.

Two-Way AMS360 Integration

A direct sync with Vertafore AMS360 allows for seamless data exchange, including the automatic attachment of signed forms to customer activities.

Smart Spreadsheet Import

Users can copy schedules directly from any spreadsheet and paste them into Wunderite for instant validation and form integration.

Unlimited Digital Signatures

The platform includes a legally binding digital signature workflow, removing the need for third-party signing subscriptions while preserving document integrity for E&O compliance.

Passwordless Customer Access

Clients can securely log in, fill out applications, and share files from any mobile device without the friction of remembering passwords.

Additional features

Digital Form Library

Access a searchable database of nearly 12,000 digitized ACORD and supplemental forms ready for immediate completion.

Mobile-First Experience

The interface is optimized for mobile devices, allowing 78% of customers to complete applications on the go.

Zapier Integrations

Connect the platform to thousands of other business apps to automate workflows and eliminate manual double entry.

Renewal Automation

Previous year data is pre-filled into new applications, allowing renewals to be completed in just a few clicks.

3rd Party Data Enrichment

The software automatically pulls in external data such as VIN and property information to provide more accurate submissions.

Vertafore ImageRight Integration

Completed documents and signatures can be sent directly to ImageRight for streamlined document management.

Business Unit Syncing

Agencies can segment user and account access by syncing their existing AMS360 business units.

Document Sharing & Assignment

Producers can easily share specific forms with insureds and assign tasks to team members within the workflow.

Real-Time Progress Tracking

The system monitors the status of applications and signatures, providing visibility into the submission process.

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

Global
Countries served
5
Interface languages
10
Billing currencies

Interface languages

EnglishFrenchSpanishGermanItalian.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇳CNY🇮🇳INR🇷🇺RUB🇦🇪AED

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