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 & DuckCreek and also offers out of box integrations solutions for insurance.
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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


Make announcements, conduct surveys, send reminders and more – directly in the app.


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.

Experience the Benefits of Whatfix Today