ClaimWizard Training

ClaimWizard is a feature-rich claim workflow management tool for the public adjusting industry designed to work with your company’s claim process.

Looking to learn about ClaimWizard features or discover new ones? The ClaimWizard Academy resource contains useful “watch me” videos, configuration documents and other helpful items to get your entire team working in the most productive way they can.

Click on the “ClaimWizard Getting Started Guide” button to start learning today!

Create Segment Lists

If you need to segment your clients or vendor/companies into exportable mailing lists you can now easily add and export those records. You can use these records to print physical mailing address labels or in an email marketing platform such as MailChimp.

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Resetting Your Account Password

Resetting your account password in ClaimWizard is easy. Go to the main application login page and click the “Reset my Password” link. Next, enter your account username (generally your email address.) Password reset directions will be sent to your inbox.

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Closing a Claim

When a claim is at the end of its life cycle you can “close out” the file in ClaimWizard. Closing or resolving a claim in ClaimWizard is a three-step process.

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Email Archiving and SMS Updating

This document will introduce you to ClaimWizard’s email archiving and SMS-related features. Email archiving and SMS updates both use the same basic approach as sending an email. If you are comfortable with how email works, you should find email archiving and SMS updates a breeze to use.

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Client Portal Administration

Note: You will have to have appropriate security rights (manager or executive) to customize the client portal. If you need ideas on how to issue the Client PIN to your clients you can learn about that...

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