Onboard, train, and support agents and associates on P&C core platforms across Sales, Underwriting, Claims, and Servicing teams with contextual in-app guidance, just-in-time help, and process automation.
By transforming onboarding and training into a personalized, real-time learning experience inside your P&C applications. Integrate your LMS to scale training programs, and use deep analytics to track progress and send completion reminders.
By contextually guiding your teams on internal operating procedures and processes with step-by-step, interactive instructions. Additionally, simplify complex, laborious processes with Whatfix Automation.
By providing critical ‘just-in-time’ tips, such as state-specific regulations, or validating data inputs in form fields. Facilitate self-service by making existing support documents from your content repositories accessible directly within the P&C core platforms.
By making them self-serviceable with contextual guidance, just-in-time help, and on-demand support. Reduce customer drop-offs during renewal and purchase processes by eliminating friction points.
By transforming onboarding and training into a personalized, real-time learning experience inside your P&C applications. Integrate your LMS to scale training programs, and use deep analytics to track progress and send completion reminders.
By contextually guiding your teams on internal operating procedures and processes with step-by-step, interactive instructions. Additionally, simplify complex, laborious processes with Whatfix Automation.
By providing critical ‘just-in-time’ tips, such as state-specific regulations, or validating data inputs in form fields. Facilitate self-service by making existing support documents from your content repositories accessible directly within the P&C core platforms.
By making them self-serviceable with contextual guidance, just-in-time help, and on-demand support. Reduce customer drop-offs during renewal and purchase processes by eliminating friction points.
Deploy on any P&C Core Platform
Redirected towards profit-generating activities
In Training Content Creation Time
in the number of support calls
and enhanced user satisfaction
“We are solving the problem of digital adoption with our internal customers. We’ve realized the benefits of improved time to proficiency in our systems. Prompt, reliable customer service from our customer success manager. Additionally, the product works exactly as advertised!”
A Leading Auto Insurer
“Whatfix Has Great Customer Service! As for the product, very simple to use. Also, easy to make quick changes without going into the application.”
Sentry Insurance
Showcase the right content, in the right format, at the right time, for each user, everywhere. Learn to use Microsoft Teams features with Whatfix powered content on the app or on any external Learning Management System.
Whatfix allows content creation without the need for coding knowledge. Whatfix editor’s easy learning curve ensures rapid understanding and ramp up time for content creators on the platform.
Ensure user privacy with zero PII data collection and tracking. Whatfix is fully ISO 27001 and SOC 2 certified, and GDPR compliant.
Whatfix can be deployed as a simple browser extension across all Microsoft Teams users simultaneously. Whatfix provides separate extensions for content creating administrators and end users.
