Trusted partner of leading insurance providers
Accelerate User Adoption & Maximize ROI for Insurance Applications
With Whatfix for Insurance applications, support users in the flow of work, maximize usage, and create frictionless digital insurance workflows.
Maximize technology ROI and provide better policyholder experiences with frictionless digital insurance workflows
Accelerate insurance application onboarding and maximize adoption with in-app guidance. Support insurance application users in the flow of work and drive productivity. Overcome end-user friction and optimize insurance application processes.
Whatfix for P&C Insurance
Whatfix enables all insurance end-users – from claims agents, policy writers, and policyholder customers – to complete insurance-related tasks such as filling a claim, adjusting a claim, writing a policy, and more efficiently with in-app performance support at critical moments – eliminating insurance digital friction, reducing errors made by end-users, and improving process governance.
Whatfix for Life Insurance
Achieve operational excellence by enhancing life insurance policy processing quality by equipping functional users such as underwriters and agents with in-app training and moment-of-need support. Analyze application usage and identify areas of workflow friction.
Official Partnerships
Whatfix partners with the biggest providers in digital insurance, including Duck Creek, Guidewire, Keylane, and Pega.
Insurance Software Clicks Better With Whatfix
See why Fortune 1000 insurance companies choose Whatfix as their digital adoption partner.
Increase profitability by accelerating the policy and claims process.
Improve CSAT with self-service customer experiences
Enable end-users with contextual onboarding and in-app training
Easily manage change from legacy to modern insurance applications
Improve adoption of your agent and policyholder portals
Official DAP partner of Duck Creek, Guidewire, and other leading insurance technologies
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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