This feature is the standard for ClaimWizard and has been implemented in production for the past few years. Any ClaimWizard users that were accessing an old ‘popup’ dialog box when clicking on a client or claim number have now been upgraded.
To bypass the sidebar, press and hold the ALT key while you click the client or claim number to directly access that information.
Adding a new user to your ClaimWizard account.
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.
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.
To share files outside of ClaimWizard, you can easily share selected file using a Download Link.
If you need to give your client their PIN number (needed for them to access the Client Portal) follow these instructions.
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.
On the road and want to upload files directly to a claim from your mobile device? Follow these steps to upload photos directly!
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.
