Скачать или смотреть Agents: Build a Task List for Your Insured, Send Forms & Signatures, Get Fast Responses

Managing applications, questionnaires, and document requests can get messy fast. In this walkthrough, see how Wunderite’s task list helps agents organize everything into one clear, trackable workflow that insureds can complete with ease.

You’ll see how to:
• Assign specific questions or full forms
• Bundle multiple requests into a single task list
• Delay notifications while preparing everything
• Track insured progress in real time
• Deliver a simple, branded experience that guides customers step-by-step

Whether it’s new business or renewals, Wunderite helps you move submissions forward efficiently for both agents and insureds.

Try Wunderite free → https://www.wunderite.com/pricing/

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