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
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
