Build the structure your business and team needs.
Automate. Delegate. Grow.
We’ll extract your firm’s process, design your custom workflow, and build it directly inside ClaimWizard – so your team finally works like a system.
Most public adjusting firms don’t have a workflow problem – they have a process translation problem.
You already know what your team needs to do. But building that into a ClaimWizard system that actually runs your business? That’s the missing link.
If you’re like most firms we talk to, your current workflow is a patchwork of spreadsheets, whiteboards, admin reminders, and a whole lot of “Hey, did you handle that yet?” That’s not a system – that’s a bottleneck.
ClaimWizard can automate your claim process, but only if it’s built around your firm’s real operations. That takes deep industry knowledge, technical expertise, and the experience to map out what happens behind the scenes when your team handles a file.
That’s exactly what we deliver.
You’re not alone. Most public adjusting firms run into the same problems when trying to build workflows in ClaimWizard:
“We have a process… but we can’t get it into the system.”
You know what needs to happen at each stage of a claim – but can’t figure out how to make it happen automatically in ClaimWizard.
“Our workflow is stuck in someone’s head.”
When only one person knows how the claim process actually works, your entire business is at risk if they’re unavailable or leave.
“We’re not consistent across the team.”
Every adjuster, admin, or file handler does things their own way – and the cracks show when files fall through them.
“We’re constantly firefighting instead of managing.”
Without automation and structure, you waste time chasing files, tracking down tasks, and wondering what got missed.
“We tried to build it ourselves… and gave up.”
Most firms start with good intentions – then hit a wall. ClaimWizard has power, but without expert setup, it can turn into a to-do list instead of a business engine.
