Basics

Start here if you need basic help.

• How do I print a claim?
• Customizing Workbench and Action Item Columns
• How Do I Track Recoverable Depreciation Deadlines?
• Proof of Loss Deadlines and Notifications
• How do I reset my password?
• How do I close a claim?
• Where are emails kept in ClaimWizard?
• How do I assign claim roles within ClaimWizard?
• How can I categorize my claims between Public Adjusting and Appraisal jobs?
• How can I send my attorney a claim file?
• How do I change my name in ClaimWizard?
• Emails I send into ClaimWizard aren't getting attached to the claim
• Are there email attachment size limits?
• How do I create a loss demand?
• How do I delete a client or prospect?
• How do I delete a claim?
• Does ClaimWizard auto populate with insurance company data?
• How can I make a specialized list of my clients, vendors, or customers?
• How do I adjust my email notifications within ClaimWizard?
• Is there an activity log available in the ClaimWizard dashboard?
• What is Matterport?
• How can I learn how to use ClaimWizard?
• Does ClaimWizard allow entry for more than one email address per contact?
• How can I share files from within ClaimWizard to others?
• What is the difference between owner interest and owning entity?
• What is the timeline feature within ClaimWizard?
• Can I customize policy type within ClaimWizard?
• How can my clients connect to ClaimWizard?
• What is the Nickname in the claim summary needed for in ClaimWizard?
• Can I send emails from within ClaimWizard?
• Do I have to input the client address multiple times if they have multiple claims?
• Can I communicate with my team within ClaimWizard?
• What is the difference between Prospects and Clients within ClaimWizard?
• How do I update claim or client information in ClaimWizard?
• What are the next steps after opening a claim within ClaimWizard?
• How do I set up a follow up claim reminder within ClaimWizard?
• How do I update Insurance Carrier information?
• How do I add a Carrier Adjuster or Staff to a Claim
• How do I add a company Public Adjuster to a claim?
• What are the Sidebar Functions and Features in ClaimWizard
• How do I view Email Archives & Activity Log entries?
• What does the "Summoning the Wizard" message mean?
• How do I document the Date Carrier was Notified
• Claim Phase Color Coding
• Date Carrier Notified of Loss
• What is a CRN Deadline?
• How do I reopen a claim?
• How Do I Clear Web Browser Cache
• Entering the Date of Loss on a Claim