Residential & Commercial Claims Structure
Overview on how ClaimWizard organizes data using sample residential and commercial claims.
Basic Navigation
ClaimWizard basic application navigation – Home (Dashboard & Workbench), Clients, Claims, Companies, Staff, Reports, The Library, Admin
Client Portal Administration
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...
Customize Claim Activity Events
Note: You will have to have appropriate security rights (manager or executive) to customize claim activity events. Configure Claim Activity Events 1. Click on the Administration gears icon 2. Click on the Claim Activity Events tab 3. Click on Add New Claim Activity...
Adding New Company & Personnel
Adding New Company and Personnel
Entering a New Prospect
Entering a new prospect (without a property or claim)
Fast Entry New Client Property & Claim
Using the “Fast Entry” button to enter a new client, property and claim
Manually Adding a New Client, Property and Claim
Manually Adding a New Client, Property and Claim
ClaimWizard Alerts and Claim Conditions
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...
Document Template Guide
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...