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