Objective
To add, view, and manage public adjusting licenses for staff members in ClaimWizard using the Licenses & Bonds section under the Staff icon.

Steps

1. Open the Staff area
   • Click the star/staff icon in the left navigation.
   • Select the staff member whose license you want to manage.
2. Go to Licenses & Bonds
   • In the left-hand menu, click Licenses & Bonds.
   • Confirm you are on the Licenses section (top panel).
3. Add a new license
   • Click the New button in the Licenses panel.
   • In the Add New License window, choose Type (e.g., Public Adjuster License).
   • Ensure Active is set correctly (Yes/No).
4. Enter license details
   • Fill in License Number.
   • Enter NPN (if applicable).
   • Set the Expiration Date.
   • Add any relevant Note (state, line of authority, renewal requirements, internal comments).
5. Save the license
   • Click Save to attach the license record to the staff member.
   • The license will now appear in the Licenses list with State and Expires columns.
6. Manage existing licenses
   • From the Licenses list, select a license to edit details or change the Active status.
   • Use Active Only toggle to filter for currently valid licenses.
7. Track bonds (if needed)
   • Use the Bonds panel below to add and manage bond information the same way (state, expiration, notes).
     
     

Cautionary Notes

• Verify the Expiration Date and State before saving to ensure compliance accuracy.
• Only mark a license Active if it is currently valid and in good standing.
• Keep the Notes field professional; it may be referenced for audits or internal reviews.