Whatfix
48 Case Studies
A Whatfix Case Study
Sentry Insurance, a mutual insurer, needed a scalable, learner-centric way to train thousands of employees and customers across many different internal and external applications (claims, policy administration on Guidewire, customer portals). Because each user role and application required tailored, just-in-time support across onboarding, ongoing education, new features, re-learning, and issue-related help, Sentry sought a self-service solution to reduce support workload and deliver role-specific guidance.
By deploying Whatfix across six applications, Sentry delivered in-app, real-time walkthroughs, pop-ups, SmartTips and self-help content that reduced content-creation time by 40% and saved more than $950K in resources and regained productivity. The solution provided guidance to 2,000+ internal associates and 75,000 customers, produced 500+ resources in the claims app (accessed 15,000+ times in 12 months), cut routine support requests, increased user satisfaction via in-app surveys, and set the stage for expanded analytics-driven content.
Colleen Behnke
Learning and Performance Specialist