Life Insurance
Drive adoption of your life insurance applications with contextual support
Whatfix facilitates carriers in improving operational excellence and creating superior customer experience. In-app guidance & just-in-time support for customer service reps, agents, claims adjusters, and underwriters reduces time to proficiency and enhances productivity.
Use Cases/Benefits
Effective onboarding for life insurance applications
Reduce time-to-proficiency and provide a better onboarding experience to your employees by creating effective in-app content such as guided walkthroughs and personalized task lists.
Deliver consistent and superior customer experience
Enable your customer-facing reps to be more productive and quickly assist your customers with real-time help, intelligent nudges, and self-service support – improving NPS and customer satisfaction scores.
Increase processing rate
Empower your employees to quickly complete processes such as policy administration, claim filing, and application underwriting through in-app guidance on all life insurance applications using data validation and automated form completion features.
Product FEATURES
Key features that are relevant for this solution
Self-help
Easily toggle between multiple applications while managing end-to-end policy lifecycle processes for customer service and agents portal.
![](https://website.whatfix.com/wp-content/uploads/2022/06/solutions_GuideUsers-self-help.png)
Smart tips
Adhere to federal, state, and local compliance and regulations and significantly reduce errors when processing claims and policies with just-in-time help.
![](https://website.whatfix.com/wp-content/uploads/2022/06/solutions_GuideUsers-smart-tips.png)
Data validation
Guarantee that the data entered during claims and policy processing or when submitting a customer ticket is in the correct format to improve process efficiency.
By The Numbers
The Whatfix difference
![](https://website.whatfix.com/wp-content/uploads/2021/07/event_3x2_03.jpg)
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