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
Likelihood to Recommend
Any commercial insurance agency that struggles with having their insureds manage schedules that are needed to make sure things are properly insured. So if you have fleets of vehicles and drivers, lots of inland marine equipment, multiple locations, Wunderite would be a great way to help your agency manage this for your insureds.
