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4 Ways Form Templates Can Automate Your Workflow

Wunderite Form Templates

Wunderite is excited to announce the release of Form Templates. You can now create templated sets of answers for any ACORD or insurance application using Wunderite’s Forms Library. Templates let you reuse the same set of answers (e.g. mark all questions as “Not Applicable”) on a form for reuse across clients and across your agency. Watch our walkthrough video to see how. But before you do, here are four ways you can automate your workflow with Templates…

Build a standard process

If you typically use a common set of forms for a line of business that you write, Templates allow you to standardize that process in Wunderite by saving the forms to your agency’s Team Templates. When naming the templates, use a prefix to denote which line of business the forms are used for. For example, if you write a lot of Commercial Package policies, you could save the following templates:

  • Commercial Package: ACORD 125: Commercial Insurance Application
  • Commercial Package: ACORD 126: Commercial General Liability Section
  • Commercial Package: ACORD 127: Business Auto Section
  • Commercial Package: ACORD 140 Property Section
  • Commercial Package: USLI Cyber Liability and Data Security +
  • etc.

The next time you need to write a Commercial Package policy, navigate to the account you’re working with and Add Forms to the account’s forms page. From the Team Templates tab, search for “Commercial Package” and select all of the templates with the applicable prefix: “Commercial Package.” Just like that, you are ready to rock with the exact group of forms you need.

Stop repeating yourself

Filling out forms is tedious. If there are forms that use a lot of the same answers, regardless of account, use Form Templates so that you can stop repeating yourself. For example, maybe the Workers Compensation policies you write always use the same contractors and employees. Or all the forms you use have the same agency information, limits, and deductibles. And you know those handful of supplemental forms with the endless Yes/No questions? Set the standard responses once and for all; those questions will always be pre-answered.

Streamline agent onboarding

We want you to use Wunderite to free you from the tedious parts of the business so that you can spend more time writing new accounts and less time filling out paperwork. Hopefully that means you need to hire some new agents to help support the business! The next time you onboard a new agent, getting them familiar with your process is as easy as pointing them to your agency’s Templates: here are the forms we always use, these questions are always filled out the same, and these questions are not applicable to our process (mark them “Not Applicable” for good!). Speed up onboarding by referring to your agency’s standard process in Wunderite.

Take it to the next level with Autofill

Combine the power of Templates with [Cross Form] Autofill. Using the “Commercial Package” example above, after adding the forms to an account, progressively fill out the forms in order and each subsequent form you fill out will have more data available to autofill. Start with the ACORD 125 and press the magic Autofill button. We’ll pull as much data as we can from your agency team profile and the risk profile you’re working on. If you fill out the ACORD 125 to completion, once you move on to the ACORD 126 and press the Autofill again, we can autofill even more data because we’ll be able to pull your answers from the ACORD 125. The more forms you fill out on a risk profile, the more data we can autofill in the future.

Tell us more… how can we improve?

We want to hear more! Eventually we’ll have the ability to mark questions as required on Templates, group forms, and favorite forms. How else can we help streamline your business? What lines of business do you typically write? Reach out to your Customer Success Manager or email me at [email protected]. You can also provide feedback by booking a time on Calendly here.

Philip MacDonald
Manager of UX