Getting Started with ClaimWizard
In order to get the best benefit from the ClaimWizard system, an understanding of the ‘basics’ is helpful.
SNEAK PEEK -- Hello & Welcome!
ClaimWizard Navigation and Search
ClaimWizard Dashboard - Open Claims, Action Items & Messages
Using Action Items
Email Archiving
Adding a New Client, Property & Claim
Activity Log and Message Archives
Uploading Files to a Claim
Uploading Files to a Client/Prospect
Claim Demands and Offers
Recording Checks
Generating Document Templates
Using Reports