Viewing Your Action Items on Mobile
Learn how to view and filter your Claim Action Items on the ClaimWizard Mobile App
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
Claim Phase & Action Item Worksheet
ClaimWizard Claim Phases and Action Items downloadable worksheet to help you document your company’s unique process.
Updating a Claim
Updating a Claim – Log Entry, Action Items, File Uploads, Claim Phase
