Drive Operational Agility with Digital Adoption

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.

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Whatfix Unlocks Operational Efficiencies for P&C Insurers

Reduce Time to Productivity

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.

Increase Efficiency

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.

Minimize Errors

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.

Enhance Customer Experience

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.

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Reduce Time to Productivity

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.

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Increase Efficiency and Reduce 
Processing Time

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.

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Minimize the Risk of Processing Errors

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.

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Enhance Customer Experience

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.

Whatfix DAP for the Entire Policy Lifecycle

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Deploy on any P&C Core Platform

Value Delivered at Sentry Insurance

US$950,000

Redirected towards profit-generating activities

40% Reduction

In Training Content 
Creation Time

Significant Reduction

in the number of 
support calls

Increased Productivity

and enhanced user satisfaction

P&C Insurers Trust Whatfix

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“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

Gartner

“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

Why choose Whatfix?

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Adoption Everywhere

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.

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No code Editor

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.

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Highly Secure

Ensure user privacy with zero PII data collection and tracking. Whatfix is fully ISO 27001 and SOC 2 certified, and GDPR compliant.

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Rapid Deployment

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.

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Discover How Whatfix Can Help You

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Discover How Whatfix Can Help Your Business


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