UNLOCK THE FULL POTENTIAL OF CLAIMWIZARD
Master Your Claims with Ease
Discover how ClaimWizard can revolutionize your claims process with our comprehensive training resources. Dive into our expertly crafted videos and courses designed to enhance your skills and streamline your workflow.
Explore Our Starter Training Videos​
All Teams Starter Videos
25 Videos
Open to Close Claim Tutorial
General Navigation and Search
Entering a New Client, Claim & Property
Using Reports
Using Action Items
Using and Sending Email
Uploading files to a claim
Activity Log & Message Archive vs Notes Understanding the Difference
Activity log and message archives
Uploading files to a Client or Prospect
How to Edit a Property Address
How to Print Information from a Specific Claim
How to Sync Your Calendar with Google
Finding the ClaimWizard Getting Started Guide
Claim Severity
Optimize Your Board for Maximum Efficiency
Updating Insurance Information on a Claim
How to add On Behalf Of for a client claim
Adding Carrier Adjuster to a Claim
Policy Data Flags
Sharing Files Outside of the ClaimWizard System
How to Enter or Change the Date of Loss on a Claim
How to Label Clients and Properties in the System
Uploading a Photograph to a Property Description
Claim Header Customization
ClaimWizard - Open to Close Claim Tutorial - YouTube
ClaimWizard - Open to Close Claim Tutorial
Adjuster/Estimator Videos
10 Videos
Open to Close Claim Tutorial
Demands and Offers
Generating Document Templates
Partial Fee Payment Structure
Adding Carrier Adjuster to a Claim
Handling Holdback Recoverable Depreciation
Sharing Files Outside of the ClaimWizard System
How to Label Clients and Properties in the System
Uploading a Photograph to a Property Description
Claim Header Customization
ClaimWizard - Open to Close Claim Tutorial - YouTube
ClaimWizard - Open to Close Claim Tutorial
Office Staff Videos
9 Videos
Open to Close Claim Tutorial
Activity Log & Message Archive vs Notes Understanding the Difference
Recording Checks
How to Edit a Property Address
How to Print Information from a Specific Claim
Updating Insurance Information on a Claim
Adding Carrier Adjuster to a Claim
Sharing Files Outside of the ClaimWizard System
How to Enter or Change the Date of Loss on a Claim
Financial Processing Videos
4 Videos
Recording Checks
Partial Fee Payment Structure
Financial Account Statement
Handling Holdback Recoverable Depreciation
ClaimWizard Training - Recording Checks - YouTube
ClaimWizard Training - Recording Checks
Administration Staff
10 Videos
How to Change File Numbers in Claim Wizard System
Bulk Update of Claim Phase
How to Edit a Property Address
How to Print Information from a Specific Claim
How to Sync Your Calendar with Google
Finding the ClaimWizard Getting Started Guide
Adding a New User to Your ClaimWizard Account
How to Modify Settings and Descriptions for Files in a Claim Folder
Client Portal Overview
Applying New Workflows to Existing Claims
ClaimWizard - How to Change File Numbers in Claim Wizard System - YouTube
ClaimWizard - How to Change File Numbers in Claim Wizard System
We strongly recommend you browse through all sets of videos regardless of company function. Videos may be duplicated across playlists.
Ready to level up your ClaimWizard skills? If you’ve already checked out our starter videos and need more in-depth training, existing customers can visit our Training Calendar. Select a date and time that fits your schedule and join us for a live Zoom training session.
Free Client Training Services
Are you a current ClaimWizard customer interested in more personalized training?
Choose a date and time to meet via Zoom with Team Wizard.