Insurance
Realize the True Value of Your Insurance Applications with Whatfix
Deliver contextualize guidance and moment-of-need support to your application users — from agents to policyholders — and optimize process efficiencies throughout the policy stages.




PARTNERSHIPS
BENEFITS
Increase profitability by accelerating the policy and claims process.
Boost customer satisfaction (CSAT) score with superior customer experience.
Deliver effective in-app training and role-based onboarding to end-users.
Easily facilitate and manage change from legacy to modern insurance application.
Improve adoption of your agent and policyholder portals.
P&C Insurance
Embrace a purpose-driven policy and claims approach for your property & casualty (P&C) teams by delivering exceptional customer experience and business profitability.

Life Insurance
Achieve operational excellence by enhancing life insurance policy processing quality by equipping functional users such as underwriters and agents with in-the-moment help resources.

By The Numbers
The Whatfix difference
Resources
Ready to experience Whatfix for yourself? Go for it.