Course Curriculum

  • 1

    Welcome!

    • Hello & Welcome!

    • About Action Item Workflows & ClaimWizard

    • Glossary of Terms

    • Course Assumptions
  • 2

    Capturing Your Current Claim Process

    • Document Your Existing Claim Process

    • Creating Your Action Item Worksheet

    • Claim Tasks to Consider

    • Action Item Configuration

    • Coursework : Action Item Worksheet
  • 3

    Creating an Action Item Workflow

    • Designing Your New Claim Workflow

    • Action Item : Naming Each Action Item

    • Action Item : Enabled / Disabled

    • Action Item : Create When

    • Action Item : Default Priority

    • Action Item : Due Date

    • Action Item : Assign To

    • Action Item : Completion Actions

    • Action Item : Overdue Actions

    • How to Activate Workflows

    • Testing Your Workflow

    • Cloning Workflows
  • 4

    Action Item Reporting

    • Action Items : Completed

    • Home Dashboard : Action Items
  • 5

    Action Item Best Practices

    • Action Item Best Practices

    • Things to Watch For

    • On Demand Action Items

    • Action Items vs. Claim Phases

    • GETTING WORKFLOW HELP
  • 6

    BONUS

    • Action Item Workflow Objective

    • SWOT Analysis Questionnaire

    • Public Adjuster Business Quickstart Guide

    • Marketing & Growth Overview for Public Adjusting Companies