ClaimWizard + Encircle
Add new ClaimWizard clients and create property claims in Encircle
Improve efficiency in your insurance workflow as this automation generates a new property claim in Encircle whenever a new client is added on ClaimWizard. It bridges the gap between the two systems, streamlining client onboarding and claim filing; giving you more time to focus on client service and less on manual data entry. Benefit from an expedited process, decrease errors, and enhance your team's productivity with this efficient workflow.
Improve efficiency in your insurance workflow as this automation generates a new property claim in Encircle whenever a new client is added on ClaimWizard. It bridges the gap between the two systems, streamlining client onboarding and claim filing; giving you more time to focus on client service and less on manual data entry. Benefit from an expedited process, decrease errors, and enhance your team's productivity with this efficient workflow.
- When this happens...New Client Added
Triggers when a new client is added.
- automatically do this!Create Property Claim
Creates a new Property Claim.
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New Client Added
Triggers when a new client is added.
Try ItClient Contact Updated
Triggers when a client contact is updated.
Try ItHonorific
First NameRequired
Middle Initial
Last NameRequired
Full Name
Organization Name
Attention
Email
Email 2
Phone Type
Phone Number
Phone Type 2
Phone Number 2
Phone Type 3
Phone Number 3
Mailing Address - Street
Mailing Address - Street 2
Mailing Address - City
Mailing Address - State
Mailing Address - Postal Code
Mailing Address - Country
Loss Address - Street
Loss Address - Street 2
Loss Address - City
Loss Address - State
Loss Address - Postal Code
Loss Address - Country
Date of Loss (MM/DD/YYYY)
Description of Loss
Insurance Carrier
Claim Number
Policy Number
Note
Note 2
Note 3
New Property Claim Media
Triggers when new Media (Photos, Videos, Reports) are added to a Property Claim, and when a new revision of a Report is made.
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