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.
End-to-end adoption platform, across the application lifecycle
Insurance Software Clicks Better With Whatfix
See why Fortune 1000 insurance companies choose Whatfix as their digital adoption partner.
No-code content
editor
Effortlessly create and maintain contextual in-app guidance across any application with a true no-code editor, matching content to your brand identity without relying on development resources.
Unified approach to digital adoption
Bridge the gap between learning and doing. Whatfix is the only DAP that pairs in-app guidance with application simulation, enabling teams to build hands-on sandboxes that acclerates proficiency, improves skills, and accurately assess readiness.
Cross-application workflow support
Whatfix’s open ecosystem supports cross-app processes, guiding users across systems without disruption. This eliminates friction in complex workflows and ensures seamless full-stack adoption.
Customer services that drive outcomes
Whatfix combines dedicated enablement support, author training, technical support, and customer success frameworks to help teams accelerate adoption, scale effectively, and prove ROI.
Trusted by Enterprises.
Loved by Users
64%
faster time-to-value on digital investments.
67%
higher ROI on enterprise software.
37%
higher user proficiency after 3 months.
72%
increase in overall user productivity.
49M
end-users enabled with Whatfix in-app guidance.
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
Security & Compliance
Your Security Is Our Priority
As a Digital Adoption Platform provider, we must stay aware of regulatory requirements for data. Whatfix’s compliance team ensures our data handling practices meet these requirements.
WHITEPAPER
How DAP Enables Insurance Organizations 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
In-app guidance. Hands-on simulations. Actionable analytics. One unified, AI-powered platform to drive adoption and maximize ROI.