WYDAI

Team workspace

Tools for the WYDAI team

Policy review, cancellation letters, client intake, and e-signatures, all in one place.

Team Sign In Create account

For authorized WYDAI team members only. Creating an account requires the team registration code.

What's inside

The tools the team uses to work each case, behind one team sign-in.

  • Policy review & cancellation letters

    Work through a policy review and prepare dispute and cancellation letters from a guided form.

  • Client intake

    Capture new client, policy, and investment details in one structured place.

  • E-signatures

    Send documents for signature and follow them through to completion.