Learn how to view and filter your Claim Action Items on the ClaimWizard Mobile App
ClaimWizard Claim Phases and Action Items downloadable worksheet to help you document your company’s unique process.
Updating a Claim – Log Entry, Action Items, File Uploads, Claim Phase
ClaimWizard Workbench Basics – Open Claim Pipeline, Upcoming Action Items
Ideas of types of Action Items to create: Review Policy Details, Notify Carrier, Complete Inspection, Update Insurance Policy, Schedule Estimate, Send Welcome Package.