Sample 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.
Create Default Action Items
How to create new Default Action Items
How To Create a Printable Mailing List
How to create a printable mailing list with Microsoft Word.
New Feature Releases
New ClaimWizard feature enhancements including Client Portal, Action Items, Claim Phases, Claim Updating, Workbench, and Image Gallery.
