Wunderite - A great way to help manage the insured assets with your clients.
Use Cases and Deployment Scope
Wunderite helps our agency and our insured managing the same database to make sure they are properly insured. We have been able to store date such as property, auto, drivers, scheduled equipment, forms, and applications in one central place. Most insureds do not have an organized process to keep the list of their assets. Wunderite provides a shared system to allow for our insureds and us to work from the same lists. When they make a change, we are notified and can make the change on their insurance.
Pros
- Schedule of vehicles, drivers, equipment
- Applications for renewals
- Property schedule with location data specific to each location.
Cons
- Cross matching forms from the data that is stored. Be nice if the information populated into the supplemental forms
- Submission function - allowing for us to submit the forms & applications directly to the carriers from Wunderite
- API integration with more CMS's
Return on Investment
- Positive - ability to keep calibrate with our clients on their schedules. Helping us make sure we have the correct information insured.
- Positive - Ability to see renewal applications from one year to the next and not have to recreate the applications from scratch. Saving time and effort.
Alternatives Considered
Broker Buddha
Other Software Used
HubSpot Service Hub, HubSpot Sales Hub, Aircall