P&C Insurance
Accelerate technology adoption & smooth insurance experience
With Whatfix, build personalized and in-the-process learning across various applications of claims, agents, policy admin systems. Deliver a smooth experience with intuitive navigation to customers on portals. Whatfix is a Solution Partner with Guidewire & Duck Creek and also offers out of box integrations solutions for insurance.
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Partnerships
Solution Partnerships
Better P&C software training and onboarding
Improve your onboarding experience by creating engaging training content for your underwriters, claims, and service representatives for better software adoption of complicated P&C tools. Use guided walkthroughs and task lists to engage users in the training process – all while integrating your LMS to scale your P&C training programs.
Reduce policy and claims processing errors
Guide your employees through various P&C solution features, catching mistakes with just-in-time nudges directly in the app. Whatfix identifies and corrects errors inside the application with Smart Tips. Automated data input drastically cuts down on user errors, improving your organizations ROI.
Reduce processing time across your organization
Legacy P&C applications are unintuitive and clunky, making it difficult for users to complete their tasks. Whatfix integrates with your existing tech stack to walk users through important processes and features and empowers employees with a self-service knowledge base of easily searchable support content.
Product Features
Power up your power users
Body Default automatically create segments for deep personalization and better targeting, based on the user’s specific needs and where they are in the application.
Self Help
Provide contextual, self-service help when employees need it most using flows, videos, and links.
Smart Tips
Reduce errors made in policy or claims processing with contextual, just-in-time Smart Tips
Pop-up
Make announcements, conduct surveys, send reminders and more – directly in the app.
By The Numbers
The Whatfix difference
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