Objective

To guide team members on how to efficiently search for and locate claims, clients, and properties from the ClaimWizard workbench and related views.

Key Steps

1. Open your workbench
   1. Log in to ClaimWizard.
   2. Navigate to your Open Claims or Workbench screen.
   3. Confirm you can see your list of files and the search bar at the top of the grid or in the toolbar.
2. Search for a claim
   1. Click into the search bar on the Workbench.
   2. Enter part of the claim number, file number, policyholder name, or loss address.
   3. You can also use the global search in the top right-hand upper corner
   4. Press Enter or click the search icon.
   5. Review the filtered results and click the claim you want to open.

3. Search for a client
   1. From the Clients tab, locate the client search field.
   2. Type the client’s name, company name, or other identifying information.
   3. Run the search to narrow the list.
   4. Select the correct client record to open the client profile on the right-hand side.

4. Search for a property
   1. Open the relevant client record or go to the Properties and Claims section.
      

• Search using global search

  

Cautionary Notes

• Make sure you are searching in the correct area (claims, clients, or properties) before adjusting filters.
• Check spelling and key details (names, addresses, claim numbers) if expected items do not appear.
• Do not modify claim or property details unless you have the appropriate security rights.

Tips for Efficiency

• Use unique identifiers (file or claim number) whenever available to quickly pinpoint records.
• Establish consistent naming conventions and property nicknames to make search results easier to recognize.
• Keep client, claim, and property records updated so searches return accurate information.