ClaimWizard Getting Started Guide

In order to get the best benefit from the ClaimWizard system, an understanding of the ‘basics’ is helpful. In this Getting Started Video Guide there are four video walkthrough screencasts that will introduce you to the major sections and processes in ClaimWizard:

  1. Basic Navigation
  2. Workbench Basics
  3. Manually Adding a New Client, Property & Claim
  4. Updating a Claim

After each video are “Review Questions” so that you can quiz yourself on knowledge gained in each video. Our recommendation is to watch the videos as much as you need to get the concepts, answer the “Review Questions” yourself, then go back and re-watch the video to check your answers!

Total Video Length: 18 minutes 30 seconds

1. Basic Navigation

How to get around in ClaimWizard, what each section contains, how to access each section. For more detailed information on each specific section in the Home Tab, visit the ClaimWizard Academy Basic Navigation page.

Video Length: 3 minutes 10 seconds

Review Questions: Basic Navigation
  1. Name each section of ClaimWizard (left-side tabs).
  2. What content is accessed via the Home Tab?
  3. What does clicking on a blue file / claim number or policy holder information do?
  4. How can you search for information in ClaimWizard?
  5. How can you view a list of all open claims?
  6. How do you find a list of all clients?
  7. How do you find a list of all third party vendors?

2. Workbench Basics

Detailed information about what can be found on the Home / Workbench tab.

Video Length: 5 minutes 38 seconds

Review Questions: Workbench Basics


  1. What views does the Workbench contain?


  1. What is the difference between the Workbench view of “All Claims” and “My Claims”?
  2. How to you sort content in the Workbench?
  3. How to rearrange columns in the Workbench?
  4. How to you filter content in the Workbench?
  5. How to you remove filtering in the Workbench?
  6. How to you view, sort, and filter Claim Alerts?
  7. How do you find out how a claim wound up with a specific Claim Alert?
  8. What do the color coding of Red/ Yellow / Gray?
  9. How to you sort by Phase?
  10. How do you print a list of content in the Workbench?

Action Items:

  1. How do you sort by Action Item Age, Due Date or Phase?
  2. How do you edit a task or claim?
  3. How do you switch between “Your Action Items” and “All Action Items”?
  4. How to you mark a task as completed?
  5. Where are the completed tasks recorded?

3. Manually Adding a New Client, Property & Claim

How to create, a new client, property, and claim in ClaimWizard.

Video Length: 3 minutes 32 seconds

Review Questions: How to Add a New Client, Property and Claim
  1. What is Fast Entry?
  2. How to you enter in a new Prospect?
  3. How does a Prospect become a Client?
  4. How to you add a Property to a Client?
  5. How to you add a Claim to a Property?
  6. What Contract Details are needed to open a Claim?
  7. What Carrier Information is needed on a Claim?
  8. What Mortgage Information is needed on a Claim?
  9. How do you assign Claim Personnel to a Claim?
  10. How to you assign a Claim Personnel ROLE to a Claim?
  11. How do you add or edit information on a Client, Property or Claim?

4. Updating a Claim

How to update a claim in ClaimWizard.

Video Length: 6 minutes 10 seconds

Review Questions: Updating a Claim


  1. What ways can you find the claim you would like to update?

Log Entry:

    1. How to you enter a Log Entry?
    2. How do you backdate an entry?
    3. What is the Log Entry Source?
    4. What is an Activity Template?
    5. How can you get an Activity Template customized?
    6. How do you search for a specific Activity Template?

Action Items:

    1. How can you add an Action Item?
    2. What information is contained in an Action Item?
    3. How can you assign personnel for an Action Item?
    4. What does the STAR on an Action Item do?

Upload Files:

    1. How do you browse your local computer to upload a file to ClaimWizard?
    2. How to you drag and drop a file to upload to ClaimWizard?
    3. How do you create a new folder for uploaded files?

Claim Phase:

    1. What is a Claim Phase?
    2. How to you manually update a Claim Phase?
    3. Where is the Claim Phase displayed?

Ready for more ClaimWizard Training Videos?

New Feature Releases

New ClaimWizard feature enhancements including Client Portal, Action Items, Claim Phases, Claim Updating, Workbench, and Image Gallery.

Adding New Company & Personnel

Adding New Company and Personnel

Updating a Claim

Updating a Claim – Log Entry, Action Items, File Uploads, Claim Phase

Sidebar Functions and Features

This feature is the standard for ClaimWizard and has been implemented in production for the past few years. Any ClaimWizard users that were accessing an old ‘popup’ dialog box when clicking on a client or claim number have now been upgraded.

To bypass the sidebar, press and hold the ALT key while you click the client or claim number to directly access that information.

Entering a New Prospect

Entering a new prospect (without a property or claim)

Printing a Claim

To print the entire claim file (or sections of it), just visit any claim, then select the Claim PDF button.You will be presented with options of what to include / not to include in your Claim PDF document.If you would like to download all or some of your...

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.

Fast Entry New Client Property & Claim

Using the “Fast Entry” button to enter a new client, property and claim

Create Default Action Items

How to create new Default Action Items

Financial Tracking Features

This training video will walk you through all aspects of Claim Finances in ClaimWizard: Company Fee Calculations Offers and Settlements Claim Ledger Check Disbursement Commission Payouts Expense Tracking