Manually Adding a New Client, Property and Claim
Manually Adding a New Client, Property and Claim
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
New Feature Releases
New ClaimWizard feature enhancements including Client Portal, Action Items, Claim Phases, Claim Updating, Workbench, and Image Gallery.
