Wunderite - A great way to help manage the insured assets with your clients.
April 02, 2024

Wunderite - A great way to help manage the insured assets with your clients.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Wunderite

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.
Wunderite provides a cleaner user interface for our agency and our insureds. The ability to manage schedules with our insureds is a clear winner. We were looking for something we could use with our clients to manage their assets.

Broker Buddha was better at cross-form mapping, so their forms process is much better.

Do you think Wunderite delivers good value for the price?

Yes

Are you happy with Wunderite's feature set?

Yes

Did Wunderite live up to sales and marketing promises?

Yes

Did implementation of Wunderite go as expected?

Yes

Would you buy Wunderite again?

Yes

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.