Claim Phase & Action Item Worksheet
ClaimWizard Claim Phases and Action Items downloadable worksheet to help you document your company’s unique process.
Updating a Claim
Updating a Claim – Log Entry, Action Items, File Uploads, Claim Phase
Workbench Basics
ClaimWizard Workbench Basics – Open Claim Pipeline, Upcoming Action Items
Sample Action Items
Ideas of types of Action Items to create: Review Policy Details, Notify Carrier, Complete Inspection, Update Insurance Policy, Schedule Estimate, Send Welcome Package.
Create Default Action Items
How to create new Default Action Items
