The intended audience for this article is Agents and Insureds/End Customers.
Wunderite automatically sends email notifications to both agents and insureds (customers). You can manage your notification preferences by selecting your name
Customize Email Notifications
Click the 🔔 "bell" icon in the top right corner of your screen, next to your name (the notification popup)
Click Settings to open notification settings
or select your name > Account > Notifications
Uncheck the box for each item you want to unsubscribe from. The first column is for In-App notifications. The second column of options is for email notifications
Agent Notifications
Notification Action | Description |
Invited as Collaborator Wunderite no longer sends this standalone invite email to end customers. Instead, invite and task emails are combined for end customers. | Sent to an agent team member invited as a collaborator. |
Collaborator Invite Accepted | When a collaborator accepts an invite, notifies the team member who sent the invite. |
Assigned Risk Data | Sent to a collaborator when they're assigned a risk data schedule. |
Risk Data Marked Done | Sent to any agent team member when any collaborator marks an assigned risk data schedule as done. |
Assigned a Question | Sent to a collaborator when they’re assigned questions on a form. |
Assigned a Form | Sent to a collaborator when they’re assigned an entire form. |
Customer Done with Form | When a customer marks a form done, notifies all team member collaborators on the risk profile. |
All Customers Done with Form | When all customers assigned to a form are done, notifies all team member collaborators on the risk profile. |
Agent Completed Form | When an agent marks a form complete, notifies all team member collaborators on the risk profile. |
Removed as Collaborator | Sent to the primary agent on a risk profile when a customer collaborator removes themself as a collaborator. |
Assigned a Task List | Sent to a collaborator when they’re assigned a task list. Also includes task list reminders. |
Risk Data Added Deprecated - we’re rebuilding risk data change email notifications to send batched updates. | Sent to any agent collaborator when any collaborator adds risk data to a risk profile. |
Risk Data Updated Deprecated - we’re rebuilding risk data change email notifications to send batched updates. | Sent to any agent collaborator when any collaborator changes existing risk data on a risk profile. |
Risk Data Deleted Deprecated - we’re rebuilding risk data change email notifications to send batched updates. | Sent to any agent collaborator when any collaborator deletes risk data on a risk profile. |
Property Data API Request Limit | Sent to any agent team member when the team has no property data credits remaining. |
Signature Requested | Sent to any collaborator added as a signer on a signature packet. |
Signature Confirmation | Sent to any agent collaborator on a risk profile when a single signer completes a signature packet. |
All Signatures Completed | Sent to all collaborators on a risk profile when all signers complete a signature packet. |
Signature File Modified | Sent to any agent collaborator on a risk profile when a signature packet is modified, excluding the agent who modifies the packet. |
Weekly Work in Progress Digest | A weekly summary of all tasks in progress, sent to the current agent user. |
Weekly 2FA Enforcement Digest (Admin only) | A weekly report of all team members who haven't setup 2FA. |
Customer (Insured) Notifications
Additionally, agents can opt in to receive a BCC on customer notifications using the Customer Copy checkboxes on the Notifications page. BCC is turned off by default for all customer emails.
Notification Action | Description |
Invited as Collaborator | Sent to the user invited as a collaborator. |
Assigned Risk Data | Sent to a collaborator when they're assigned a risk data schedule. |
Assigned a Question | Sent to a collaborator when they’re assigned questions on a form. |
Assigned a Form | Sent to a collaborator when they’re assigned an entire form. |
Assigned a Task List | Sent to a collaborator when they’re assigned a task list. Also includes task list reminders. |
Signature Requested | Sent to any collaborator added as a signer on a signature packet. |
All Signatures Completed | Sent to all collaborators on a risk profile when all signers complete a signature packet. |