Trusted partner of leading insurance providers
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.
Insurance Software Clicks Better With Whatfix
See why Fortune 1000 insurance companies choose Whatfix as their digital adoption partner.
Partner Ecosystem
Deep integrations with Guidewire, Duck Creek, Sapiens, Pega, and more to deliver best-in-class solution for your workforce.
Enterprise-Grade Security & Compliance
Whatfix adheres to the highest standards of information security, including ISO 27001, SOC 2 Type II, and GDPR compliance—ensuring your sensitive clinical, regulatory, and patient data remains secure.
Simulation-Based Training
With Whatfix Mirror, create replica sandbox environments of your claims, policy administration, and billing systems for hands-on training without risking live software usage.
Analyze and engage in one platform
Capture user events and usage data to identify areas of friction and take a data-driven approach to new in-app guidance, and improve insurance experiences within a single platform.
AI-powered adoption
Integrating generative AI into its digital adoption platform, Whatfix offers content authoring assistance, information synthesizing, performing in-app tasks based on user input, and more.
Customer-centric approach
Our digital adoption experts help you drive outcomes, from dedicated onboarding, post-deployment content author training, 24/5 support, our customer community, and Center of Excellence.
See why customers love Whatfix
“Whatfix reimagines our training. It supports in-application guidance across any interface and platform. And it’s so easy to update materials that we can, at last, keep pace with the system changes. Looking back, Whatfix was one of the best decisions we have made.”
Abby Essing Sr. Manager, Operations Services at Renewable Energy Group, Inc.
“The problem with any system training is that it’s really hard to tailor training based on user roles. With Whatfix, you have the opportunity to instantly access information, rather than wait until a subject matter expert is available.”
Nichola Holdship People Development Manager at Acorn Recruitment
“The interactions with the Whatfix team immediately made it clear they were interested in being true partners and not just vendors offering a transaction engagement. If we are going to spend time and money with a vendor, we need to know we are on the same team, not working against each other.”
Ash Shepherd Chief Product Officer at NTEN
“Cybersecurity is vital – but it’s also vital to get it right. With in-app guidance, we can help the next generation of Sophos customers secure their future.”
Remi Preghenella Director of Product Documentation and Digital Adoption at Sophos
“Whatfix is the ideal DAP for agile, customer-centric insurance 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 Learning and Performance Specialist, Sentry Insurance
“The in-system training is a game changer. Whatfix really helped us move the needle toward using more current and innovative training solutions. We strongly value innovation as an organization and that includes innovating the way we learn.”
Jill Busch Director of Learning and Development at Manpower
GUIDE
What Is a Digital Adoption Platform?
See why IDC predicts that by 2027, 80% of G1000 organizations will mitigate technical skills shortages and conduct employee upskilling with a DAP in our ultimate guide.
WHITEPAPER
Learn how to create an enterprise business case for pitching a DAP investment to key stakeholders.
REPORT
Read why Forrester named Whatfix a leader in its most recent Forrester Wave™ report.
Software Clicks Better With Whatfix
With the AI-powered Whatfix DAP, you can create in-app guidance, support users in the flow of work, and analyze application usage.
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