Adding the ClaimWizard Client Portal to Your WordPress Site
Add your company’s personalized ClaimWizard Portal Badge to your WordPress website.
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.
Updating User Email Notification Preferences
If you would like to change how or if you receive email notifications from ClaimWizard, each employee would need to update their own settings.
Adding a Company Adjuster to a Claim
Add a new company adjuster (or assignable role) to an existing claim.
Adding a Carrier Adjuster or Staff to a Claim
Add a new insured carrier adjuster (or staff) to an existing claim.
Adding New Claim To Existing Client Property
Adding New Claim To Existing Client Property
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.
Claim Phase & Action Item Worksheet
ClaimWizard Claim Phases and Action Items downloadable worksheet to help you document your company’s unique process.
Updating a Claim
Updating a Claim – Log Entry, Action Items, File Uploads, Claim Phase
Workbench Basics
ClaimWizard Workbench Basics – Open Claim Pipeline, Upcoming Action Items
