ClaimWizard Onsite Training Workshops

Ever wish you could have your very own Wizard to help you learn how to use ClaimWizard more efficiently, customize the platform to your unique needs or streamline your work processes? Now is your chance! ClaimWizard is offering select onsite training opportunities across the country.

Choose either from “ClaimWizard Bootcamp” or “Custom Training & Consultation” depending on your needs.

Benefits of Onsite Training

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Direct Access to ClaimWizard Expertise

Our extensive knowledge of business requirements and challenges across the public adjusting industry allows us to create purposeful recommendations and deliver solutions based on your business objectives and training goals.

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Flexibility in Content

By having ClaimWizard visit your location for training, we can cater even the most basic agenda to accommodate your business requirements and understand your needs, goals, and company mission.

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Executive Summary

We are devoted to creating business solutions that provide a lasting impact. ClaimWizard’s┬átraining includes an executive “debrief” to ensure every member of your staff is on the same page.

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Economical

We come to you! Having your staff leave the office to attend training adds up with airfare, hotel, meals… not to mention lost time in the office.

Choose Your Own Wizarding Adventure!

ClaimWizard Bootcamp

  • Basic Navigation
  • Workbench Basics
  • Adding a New Client, Property & Claim
  • Updating a Claim
  • Generating Documents
  • Activity Log & Archive
  • Working with the Claim File system
  • Running Reports

Custom Training & Consultation

  • Action Item Review & Design
  • Default File Folders Setup & Best Practices
  • Claim Alerts & Conditions Setup & Best Practices
  • Client Portal Setup
  • Document Template Guide & Review
  • Account Review & Consultation
  • Other Topics Available

Onsite Training Details

San Antonio Texas Training

  • Training is either 4 hours in the morning or afternoon at your location of choice within an hour drive of the published training city.
  • Booking must be scheduled and paid in full 14 days prior to training.
  • Unlimited attendees permitted from your company.
  • ClaimWizard Certificate of Completion for All Attendees.
  • Training is either 4 hours in the morning or afternoon at our┬áSan Antonio Texas location.
  • Booking must be scheduled and paid in full 14 days prior to training.
  • Unlimited attendees permitted from your company.
  • ClaimWizard Certificate of Completion for All Attendees.

ClaimWizard Onsite Training Request

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