Objective

To effectively onboard a lead or prospect in Claim Wizard, including inputting their associated properties, to track essential information before a public adjusting contract is signed.

Key Steps

1. Navigate to the top of the screen and select "Fast Entry" in ClaimWizard.

2. Click on "New Prospect" and input basic information about the lead or prospect.

3. Save the information in the client section, marking it as a prospect.

4. Add additional contacts related to the prospect, such as key personnel.

5. Move to the "Properties and Claims" section to enter details about the associated property.

6. Add properties, specifying types like commercial buildings, and save the information.

7. Edit properties to include notes and specific contact information if needed.

8. Assign claims to the property by adding limited information, including the contract date.

9. Ensure the contract date is filled out as it is the crucial information required for the prospect to transition into a client in Claim Wizard.

Cautionary Notes

• Ensure the contract date is filled out correctly as it is the key factor for the prospect to become a client in ClaimWizard.

• Double-check all information inputted for accuracy to avoid errors in tracking prospects and properties.

Tips for Efficiency

• Utilize the "Fast Entry" feature for quick onboarding of leads and prospects.

• Organize contacts under the company in the client section and properties in the "Properties and Claims" section for easy reference.

• Regularly update notes and contact information for properties to maintain accurate records.

By following these steps, you can efficiently onboard leads and prospects in ClaimWizard, ensuring all necessary information is tracked effectively before transitioning them into clients.