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!
Add your company’s personalized ClaimWizard Portal Badge to your WordPress website.read more
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.read more
If you would like to change how or if you receive email notifications from ClaimWizard, each employee would need to update their own settings.read more
Add a new company adjuster (or assignable role) to an existing claim.read more
Add a new insured carrier adjuster (or staff) to an existing claim.read more
Adding New Claim To Existing Client Propertyread more
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.read more
ClaimWizard Claim Phases and Action Items downloadable worksheet to help you document your company’s unique process.read more
Updating a Claim – Log Entry, Action Items, File Uploads, Claim Phaseread more
ClaimWizard Workbench Basics – Open Claim Pipeline, Upcoming Action Itemsread more
Overview on how ClaimWizard organizes data using sample residential and commercial claims.read more
ClaimWizard basic application navigation – Home (Dashboard & Workbench), Clients, Claims, Companies, Staff, Reports, The Library, Adminread more
Note: You will have to have appropriate security rights (manager or executive) to customize the client portal.read more
Note: You will have to have appropriate security rights (manager or executive) to customize claim activity events.read more
Adding New Company and Personnelread more
Entering a new prospect (without a property or claim)read more
Using the “Fast Entry” button to enter a new client, property and claimread more
Manually Adding a New Client, Property and Claimread more
ClaimWizard helps you to be proactive with your claims. It does this by continuously analyzing your claims and alerting you to any issues of concerns, reminding you of open tasks, or helping to identify claims that have been inactive. By default, ClaimWizard comes...read more
Writing letters can be very time-consuming. From collecting various information to include in the document to writing the same thing over and over, this is time that could be better spent elsewhere. Fortunately, ClaimWizard does this work for you and makes it very...read more