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!
To make changes or to disable an employee account in your ClaimWizard: Navigate to the Staff (gold star) icon and open the employee record you want to modify or disable. From here you can: Edit staff information such as name, address, email, phone, etc....read more
Adding a new user to your ClaimWizard account.read more
On occasion, a claim is opened under the incorrect property or client. You can move a claim to another property but you cannot move a property to another client. If a property was sold to a different owner (client), you will need to recreate that property under the new client record.read more
If you are looking to create consistent folders for each claim or client, you will need to configure the Default File Folders in your ClaimWizard Admin section. To implement Default File Folders across your claims or clients follow these directions.read more
To share files outside of ClaimWizard, you can easily share selected file using a Download Link.read more
If you need to give your client their PIN number (needed for them to access the Client Portal) follow these instructions.read more