Financial Tracking

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

• How can a client make a partial fee payment?
• Can I track my employees time?
• How can I show how much of a carrier check is my company fee and what belongs to the policyholder?
• How can I set my company fee on a claim?
• Is there the ability to input commissions paid to vendors and brokers within ClaimWizard?
• What are the financial tracking features of ClaimWizard?
• How do I handle Client Retainer payments?
• What is the difference between Estimate vs. Settled amounts on a claim?