ClaimWizard is a feature-rich claim workflow management tool for the public adjusting industry designed to work with your company’s claim process.
Looking to learn about ClaimWizard features or discover new ones? The ClaimWizard Academy resource contains useful “watch me” videos, configuration documents and other helpful items to get your entire team working in the most productive way they can.
Click on the “ClaimWizard Getting Started Guide” button to start learning today!
Adding a new user to your ClaimWizard account.
On occasion, a claim is opened under the incorrect property or client. You can move a claim to another property but you cannot move a property to another client. If a property was sold to a different owner (client), you will need to recreate that property under the new client record.
If you are looking to create consistent folders for each claim or client, you will need to configure the Default File Folders in your ClaimWizard Admin section. To implement Default File Folders across your claims or clients follow these directions.
To share files outside of ClaimWizard, you can easily share selected file using a Download Link.
If you need to give your client their PIN number (needed for them to access the Client Portal) follow these instructions.
If you need to segment your clients or vendor/companies into exportable mailing lists you can now easily add and export those records. You can use these records to print physical mailing address labels or in an email marketing platform such as MailChimp.
On the road and want to upload files directly to a claim from your mobile device? Follow these steps to upload photos directly!
Resetting your account password in ClaimWizard is easy. Go to the main application login page and click the “Reset my Password” link. Next, enter your account username (generally your email address.) Password reset directions will be sent to your inbox.
Add your company’s personalized ClaimWizard Portal Badge to your WordPress website.
When a claim is at the end of its life cycle you can “close out” the file in ClaimWizard. Closing or resolving a claim in ClaimWizard is a three-step process.