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Basics

Start here if you need basic help.

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Document Templates

Create and implement document templates.

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Activity Log & Message Archive

The Activity Log is your "claim diary."

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Financial Tracking

Tracking all numbers related to estimates, demands, Proof of Loss, checks, and distrubutions.

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Mobile Application

ClaimWizard has mobile apps for iOS and Android phones and tablets.

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User Management

Learn how to create, disable, upgrade, and change security settings on user accounts.

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Action Items

Creating and using Action Item Workflows with your claim process.

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Account Administration

How-to on customizing your company setup.

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