Wunderite helps insurance agents collaborate with their customers and abandon paper in the process. We built our initial Forms Response page while digitizing the first 100 insurance applications (i.e. PDF forms) in our library. After digitizing and mapping over 3,500 forms, it was time to rebuild from scratch.
What does this mean for agents?
- New streamlined design
- Improved functionality: Full-width tables, send an entire form, page reliability
Beneath these improvements, we rebuilt the foundation to make Wunderite the best forms experience for years to come.
What is the Response Page?
The Response page is a cornerstone of Wunderite; it’s where you and your customers digitally fill out forms and use the power of Wunderite’s Autofill Engine.
Why did Wunderite rebuild the Response Page from Scratch?
While processing thousands of ACORDs, insurance forms, and supplementals, we learned what complex form and question types need to be supported. We stay true to the original intent of a form, even when in “bad form.” Which means our software has to be flexible and support weird formats like:
- Repeated page numbers (a mistake, but we need to allow for it)
- Repeated question numbers
- Entire sections inside tables
- Questions nested three levels deep (questionception 🤯)
- Questions conditional to multiple parents (i.e. two questions determine the outcome of one other question)
- And more…
As a result, the Response page needed a bit of love. Imagine a cluttered office space with lots of loose files and office supplies scattered around a desk. In spite of the clutter, you know where everything is and you’re capable of finding files and accomplishing your daily tasks—but sometimes it takes an extra beat. One day you decide your disorganized system is preventing you from maximizing your day and accomplishing the deep work that makes your business thrive, so you do a deep clean, organize, and put everything in its place, unleashing your true potential.
That’s a metaphor for our Forms Response page. We had a system that worked, but over time, it became less efficient as we added features and supported more complex forms. Our Product-Engineering team rebuilt the Response page from the ground-up, giving us a new, more reliable, and scalable foundation to build and expand on.
Foundation for future enhancements
Tidying up our core Response functionality unlocks the ability for us to develop new features. Based on your feedback, we are scoping the following features in hope of adding them to our release roadmap:
- Mark as Required – Using Form Templates, mark fields as required. End customers will not be able to mark a form complete unless they have filled in all required fields.
- Send a Reminder (one-click email reminder) – Already assigned some questions to a customer, but they haven’t responded? Send a one-off email reminder with the click of a button.
- Flag for Review – Especially useful for Renewals, this feature allows agents to answer a question on a form, but flag for the end customer to review for accuracy.
- Answer All No – Answer all yes/no radio questions as “No” with one click.
- Upload Files (for a whole form) – Today, it’s possible to upload files to a form, if that form has an upload field. Expanding on that functionality, forms would automatically include a place to upload any files, regardless if the files correlate with a specific question.
The most distinct change is the interface overhaul. It should look fresh, yet familiar, as it draws on the same design from Digital Signature. We reduced clutter by combining redundant navigation elements, so you and your customers can stay focused on work.
There are now two major navigation elements:
- The sidebar is the primary hub for interacting with the webform. It also tells you which Risk Profile and form you’re working on.
- The top navigation is used for filtering questions and interacting with the PDF form.
A detailed breakdown of all the functions is available in our knowledge base, or as a walkthrough video below.
Every feature at Wunderite is built with mobile in mind, but our new Response page is truly mobile-first. We optimized the page to be used efficiently on any device, so that you and your customers can fill out forms from anywhere.
One peek at some form tables might be enough to make your heart race. While we can’t entirely get rid of tables, we can make them a little easier on the eyes. We added a button that collapses the PDF form and expands tables to full-width. When hovering over a question, select the left-right arrow button ↔.
Every time we release a new feature, our Quality Assurance team runs a suite of over a thousand tests to ensure everything is working correctly. Response 2.0 enables us to automate many tests that we previously executed manually—a long and tedious process becomes quick and robotic. This frees up more resources for us to build cool new features. Why vacuum your house everyday when you can get a Roomba to do it for you?
- Send Form – Send an entire form at the click of a button.
- Speed, efficiency, and reliability – With a new foundation and automated testing, the new Response page is faster and more reliable.
This is just the beginning. We’re excited to continue building, giving you the tools to get your applications to market quicker.
Manager of UX