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  1. ClaimWizard
  2. Basics
  3. All Topics

All Topics

  • Recording and Tracking Recoverable Depreciation Deadlines on Claims
  • 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
  • How to Assign Non-Employee Personnel to Claims
  • How to Add on Behalf of for a Client/Claim
  • Claim Severity
  • Claim Header Customization
  • Personnel Active and Inactive Markers
  • Policy Data Flags
  • Florida Insurance Guarantee Association (FIGA) Flag
  • Dashboard Column Settings
  • Doc Builder: How to Print Specific Claim Information
  • How to Enter of Change the Date of Loss of a Claim
  • How to Bulk Update Claim Phases
  • Entering Prospects & Property with Notes
  • How to Modify Settings and Descriptions for Files in a Claim Folder
  • Uploading a Photograph to a Property Description
  • How Do I Make Sure Users Have Access to Start a Brand New Claim?
  • What is the Nickname in the claim summary needed for in ClaimWizard?
  • How do I close a claim?
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