Course curriculum

  • 1

    Getting Started

    • SNEAK PEEK -- Hello & Welcome!

    • ClaimWizard Navigation and Search

    • ClaimWizard Dashboard - Open Claims, Action Items & Messages

    • Using Action Items
  • 2

    Email & Messages

    • Email Archiving
  • 3

    Adding & Updating Information

    • Adding a New Client, Property & Claim

    • Activity Log and Message Archives

    • Uploading Files to a Claim

    • Uploading Files to a Client/Prospect
  • 4

    Estimates, Demands & Settlements

    • Claim Demands and Offers

    • Recording Checks
  • 5

    Generating Documents

    • Generating Document Templates

    • Using Reports