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Basics
Document Templates
Activity Log & Message Archive
Financial Tracking
Mobile Application
User Management
Action Items
Account Administration
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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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