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.

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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.



Key features that are relevant for this solution


Easily toggle between multiple applications while managing 
end-to-end policy lifecycle processes for customer service and agents portal.


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.


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

Increase in employee productivity
Reduction on support queries

Reduction in training content creation costs

Reduction in go-to-launch enterprise applications

Faster time to proficiency for a new employee
Reduction in knowledge discovery time

Learn how Sentry Insurance leverages Whatfix to create customized end-user training 40% faster than developing content in-house - saving over $950,000 in training and content creation costs.

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