Accelerate User Adoption & Maximize ROI for Insurance Applications

Whatfix helps claims adjusters, underwriters, agents, service teams, and other insurance users adopt platforms such as Guidewire and Duck Creek through contextual guidance, simulations, Self Help, and analytics. Role-based experiences support users inside the workflows they perform, helping reduce time-to-proficiency and process friction. Application owners can also identify adoption gaps and target the specific user segments or claims processes that require additional support.

Whatfix can guide adjusters through claims workflows, reinforce required information, and surface support at the point of action to reduce errors and rework. In Whatfix insurance use cases, guided claims processes generated $443,000 in savings and a 6x ROI from the underlying insurance platform. Other implementations have accelerated claims approvals by helping adjusters complete complex workers compensation and reimbursement processes more consistently.

Whatfix can deliver jurisdiction-specific reminders, field guidance, and required process steps inside insurance applications so adjusters receive current compliance support while handling claims. In one Guidewire use case, improved claims-settlement compliance produced $193,000 in savings. Another compliance Smart Tip triggered more than 230,000 times in its first month, helping reduce regulatory risk and manual checks for claims adjusters.

Whatfix provides in-app Self Help, guided workflows, and simulations so insurance employees can resolve routine questions and build proficiency without relying on repeated training. In a NICE CXone insurance use case, Whatfix reduced customer-service-agent training time by 10% while contributing to a 1.25x ROI on the contact-center platform. This approach can also reduce help-desk dependency for high-volume insurance operations.

Whatfix analytics can track feature adoption, workflow completion, user friction, guidance engagement, and behavior across claims, underwriting, service, and other insurance applications. Insurers can connect these signals with claims cycle time, error rates, leakage, support demand, compliance, proficiency, and employee productivity. This helps technology leaders identify which adoption improvements are producing operational value and where process friction continues to limit platform ROI.