Trusted by insurance leaders
Accelerate User Adoption & Maximize ROI for Insurance Applications
Accelerate digital adoption across the insurance lifecycle—from underwriting to claims. Whatfix empowers your workforce and policyholders with intuitive guidance and self-service support that enhances CX, reduces training time, and drives operational excellence.
Simplify Insurance Transformation and Accelerate Digital Adoption
Enable insurance workers – from underwriters to policyholders – to maximize efficiency with in-app guidance and proactive self-support in the flow of work to deliver better policyholder experiences and achieve business outcomes.
Accelerate Technology ROI Across the Insurance Value Chain
Ensures faster time-to-proficiency across critical platforms like Guidewire, Duck Creek, Sapiens, and AI copilots —empowering underwriters, claims adjusters and agents to work smarter from day one.
Ensure Regulatory Compliance Across Jurisdictions
Navigate complex insurance regulations confidently. Whatfix enables employees to stay compliant with regulations, keep up with evolving changes, and avoid penalties.
Eliminate Operational Friction and Human Errors
From underwriting workflows to claims processing, Whatfix drives in-the-moment guidance and automation that reduce errors, increase accuracy, and unlock significant productivity gains.
The Whatfix Platform
Analyze. Create. Engage.
Whatfix is an AI-powered, pure-play digital adoption provider. Trusted by 700+ organizations, Whatfix strives to make technology user-centric, rather than making people technology proficient, with its line of products.
Insurance Software Clicks Better With Whatfix
See why Fortune 1000 insurance companies choose Whatfix as their digital adoption partner.
Partner Ecosystem
Deep integrations with Guidewire, Duck Creek, Sapiens, Pega, and more to deliver best-in-class solution for your workforce.
Enterprise-Grade Security & Compliance
Whatfix adheres to the highest standards of information security, including ISO 27001, SOC 2 Type II, and GDPR compliance—ensuring your sensitive clinical, regulatory, and patient data remains secure.
Simulation-Based Training
With Whatfix Mirror, create replica sandbox environments of your claims, policy administration, and billing systems for hands-on training without risking live software usage.
Analyze and engage in one platform
Capture user events and usage data to identify areas of friction and take a data-driven approach to new in-app guidance, and improve insurance experiences within a single platform.
AI-powered adoption
Integrating generative AI into its digital adoption platform, Whatfix offers content authoring assistance, information synthesizing, performing in-app tasks based on user input, and more.
Customer-centric approach
Our digital adoption experts help you drive outcomes, from dedicated onboarding, post-deployment content author training, 24/5 support, our customer community, and Center of Excellence.
Whatfix is the ideal DAP for agile, customer-centric organizations like Sentry. The difference is that people love using Whatfix. You don’t need technical skills to create and deploy content, it’s packed with innovation, and we can integrate it quickly across almost our entire application portfolio.
Colleen Behnke
$950k
Saved across training content creation and user support costs.
WHITEPAPER
How DAP Enables Insurance Orgnanizations to Achieve Full Technology ROI
Learn how to modernize insurance services and maximize ROI from insurance technology investments across the application lifecycle by supporting claims agents, underwriters, and customers with in-app guidance and embedded user support at key friction points with a digital adoption platform (DAP).
BLOG
Digital Transformation in Insurance: Trends to Watch
See how insurance carriers are driving business outcomes by transformation core business processes and operations – and how to accelerate digital ROI.
REPORT
The Forrester Wave™: Digital Adoption Platforms, Q4 2024
Read why Forrester named Whatfix a leader in its most recent Forrester Wave™ report.
BEST-IN CLASS SOLUTIONS
Recognized by
industry leaders
Software Clicks Better With Whatfix
With the AI-powered Whatfix DAP, you can create in-app guidance, support users in the flow of work, and analyze application usage.