Course curriculum

    1. General Navigation and Searching

    2. ClaimWizard Training - Entering a New Client, Claim & Property

    3. ClaimWizard Training - Uploading files to a claim

    4. ClaimWizard Training - Generating Document Templates

    5. ClaimWizard Training - Using Action Items

    6. ClaimWizard Training - Demands and Offers

    7. ClaimWizard Training - Using Reports

    8. ClaimWizard Training - Using and Sending Email

    9. ClaimWizard Training - Recording Checks

    10. ClaimWizard Training - General Navigation and Search

    11. ClaimWizard Training - Entering a New Client, Claim & Property

    12. ClaimWizard Training - Activity log and message archives

    13. ClaimWizard Training - Uploading files to a claim

    14. ClaimWizard Training - Uploading files to a Client or Prospect

    15. ClaimWizard Training - Generating Document Templates

    16. ClaimWizard Training - Using Action Items

    17. ClaimWizard Training - Demands and Offers

    18. ClaimWizard Training - Using Reports

    19. ClaimWizard - Estimated vs Recovered Financial Slider

    20. ClaimWizard - Handling Client Retainer Payments

About this course

  • Free
  • 20 lessons
  • 0 hours of video content

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