Manually Adding a New Client, Property & Claim Review Questions
You will be able to answer the following questions after watching this ClaimWizard Academy learning video:
- What is Fast Entry?
- How to you enter in a new Prospect?
- How does a Prospect become a Client?
- How to you add a Property to a Client?
- How to you add a Claim to a Property?
- What Contract Details are needed to open a Claim?
- What Carrier Information is needed on a Claim?
- What Mortgage Information is needed on a Claim?
- How do you assign Claim Personnel to a Claim?
- How to you assign a Claim Personnel ROLE to a Claim?
- How do you add or edit information on a Client, Property or Claim?