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Welcome to ClaimWizard Support

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  1. ClaimWizard
  2. Basics
  3. All Topics

All Topics

  • Adding Source of Claim
  • Recording and Tracking Recoverable Depreciation Deadlines on Claims
  • How to Modify Settings and Descriptions for Files in a Claim Folder
  • Adjusting Email Notifications in ClaimWizard
  • How do I add staff to a claim?
  • How to Add a Carrier Adjuster to a Claim
  • How can I filter or sort Action Items in ClaimWizard?
  • Does ClaimWizard support two‑factor authentication?
  • Does ClaimWizard allow entry for more than one email address per contact?
  • Will ClaimWizard track the Date Carrier Notified of Loss for the claim?
  • Can I turn WizAI features on or off for specific users?
  • Can I add custom claim phases to my ClaimWizard dashboard?
  • Are there email attachment size limits?
  • Why does WizAI output need human review before sending?
  • Updating Claim and Client Information in ClaimWizard
  • Searching for a Claim, Client, or Property in ClaimWizard
  • Resetting your password in ClaimWizard
  • Setting Your Company Fee on a Claim
  • Closing a Claim
  • How to Delete a Claim
  • Adding a New User to ClaimWizard Account
  • Accessing the ClaimWizard Getting Started Guide
  • Activity Log & Message Archive vs Notes: Understanding the Difference
  • Opening a Support Ticket for ClaimWizard
  • Editing Property Address
  • How to Sync your ClaimWizard account with Google Calendar
  • Activity Log and Message Archive vs. the Notes Section
  • ClaimWizard - Activity Log & Message Archive vs Notes: Understanding the Difference
  • Using The Board View on the Dashboard
  • The General Process of Opening a Claim from Opening to Closing
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