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
