Action Items are a very powerful tool within ClaimWizard and your public adjusting company - but they cannot be set up in a few minutes.
When you create an Action Item Workflow process, you are essentially creating an entire Standard Operating Procedure (SOP) for your company.
Because your Action Item Workflow is a highly customizable and unique process, YOU are the best resource to create it. We have developed an online course (free, of course!) to walk you through the entire process of determining and mapping out your business process and transferring them to Action Items
Sign up and take the course anytime you would like by clicking here.