Name: Wunderite
Rating: 9 (1 reviews)
Author: Wunderite

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

Academic Advising

Alumni Management

School Management

Education

Business Intelligence (BI)

Collaboration

Desktop Publishing

Enterprise Legal Management

Meeting Management

Workflow

Enterprise

Accounting

Crypto Asset Management

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Consulting and Advisory Services

Data Center Virtualization

Fraud Detection

Graph Database

IT Asset Disposal

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Managed Hosting

Mobile Device Management (MDM)

Network Behavior Analysis

Network Performance Monitoring

Network Traffic Analysis (NTA)

SaaS Management

Security Analytics

Software-Defined WAN

System Monitoring

Unified Endpoint Management (UEM)

Information Technology

A/B Testing

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

App Store Optimization (ASO)

Computer-Assisted Translation

Content Management

Contest Management

Customer Journey Mapping

Digital Asset Management

Email Marketing

Headless CMS

Marketing Automation

Press Release Management

Product Information Management (PIM)

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Call Recording

Customer Communication Management

Customer Relationship Management (CRM)

Quote to Cash

eCommerce Analytics

Sales

Camp Management

Clinical Data Management

Dental

Financial Services CRM

Internet of Medical Things

Loan Servicing

Patient Engagement

Warranty Management

Vertical-Specific

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Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Zinnia SmartOffice

Beginner

Advanced

BlueMind

Wunderite

Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

Insurance Agency Management

Likelihood to Recommend

HubSpot Sales Hub

Aircall

HubSpot Service Hub

Broker Buddha

Wunderite 2024-04-01 14:27:44

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Insurance Agency Management Systems

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.

Schedule of vehicles, drivers, equipment
Applications for renewals
Property schedule with location data specific to each location.

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

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.

HubSpot Service Hub, HubSpot Sales Hub, Aircall