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!
If you need to give your client their PIN number (needed for them to access the Client Portal) follow these instructions.read more
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.read more
On the road and want to upload files directly to a claim from your mobile device? Follow these steps to upload photos directly!read more
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.read more
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. If you need ideas on how to issue the Client PIN to your clients you can learn about that...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