Sharing Files Externally
To share files outside of ClaimWizard, you can easily share selected file using a Download Link.
Client Portal PIN Access
If you need to give your client their PIN number (needed for them to access the Client Portal) follow these instructions.
Create Segment Lists
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.
Uploading Files and Photos to a Claim
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
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.
