Sample Action Items

Need ideas of what types of Action Items to create? We’ve done some examples below. If you need help creating Default Action Items visit our ClaimWizard Academy page here.
Download Sample Action Item PDF
Download Sample Action Item CSV

Review Policy Details

Create an Action Item to Review Policy Details and related tasks.

Notify Carrier

Create an Action Item to Notify Carrier and related tasks.

Complete Inspection

Create an Action Item to Complete Inspection and related tasks.

Update Insurance Policy

Create an Action Item to Update Insurance Policy and related tasks.

Schedule Estimate

Create an Action Item to Schedule Estimate and related tasks.

Send Welcome Package

Create an Action Item to Send Welcome Package and related tasks.