ClaimWizard + Encircle

ClaimWizard + Encircle integrations

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.

When this happens...
New Client AddedTriggers when a new client is added.
TriggerInstant
automatically do this!
Create Property ClaimCreates a new Property Claim.
ActionWrite

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More things you can do with ClaimWizard and Encircle

Discover other triggers and actions you can use with ClaimWizard and Encircle

New Client Added
Triggers when a new client is added.
Trigger
Instant
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Client Contact Updated
Triggers when a client contact is updated.
Trigger
Instant
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- Honorific
- First Name
  Required
- Middle Initial
- Last Name
  Required
- 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
Action
Write
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.
Trigger
Instant
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New Property Claim Room Note
Triggers when a new Room Note is created in a Property Claim.
Trigger
Instant
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- Property Claim ID
  Required
- User Email Address
  Required
Action
Write
- Property Claim ID
  Required
- Title
  Required
- Text
Action
Write

- External Assignment Identifier
- Contractor Identifier
- Insurer Identifier
- Policyholder Name
- Order
- Limit
- After
Action
Search
- Property Claim ID
  Required
- Note ID
  Required
Action
Search
- Assignment Identifier
- Contractor Identifier
  Required
- Insurer/Carrier Identifier
- Policyholder Name
- Order
- Limit
- After
- Organization ID
  Required
- Organization Brand ID
  Required
- Adjuster Name
- Broker or Agent Name
- CAT Code
- Contents Estimate
- Date Claim Created
- Date of Loss
- Default Depreciation
- Emergency Estimate
- Full Address
- Insurance Company Name
- Locale
- Loss Details
- Max Depreciation
- Policy Number
- Policyholder Email Address
- Policyholder Phone Number
- Project Manager Name
- Repair Estimate
- Sales Tax
- Type of Loss
- Default Rooms
Action
Search or write

New Client Contact
Triggers when a new client contact is added.
Trigger
Instant
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Client Updated
Triggers when a client is updated.
Trigger
Instant
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New Property Claim
Triggers when a new Property Claim is created.
Trigger
Instant
Try It
New Property Claim Note
Triggers when a new General Note is created in a Property Claim.
Trigger
Instant
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Updated Property Claim
Triggers when a Property Claim is updated.
Trigger
Instant
Try It
- Organization ID
  Required
- Organization Brand ID
  Required
- Contractor Identifier
  Required
- Adjuster Name
- Assignment Identifier
- Broker or Agent Name
- CAT Code
- Contents Estimate
- Date Claim Created
- Date of Loss
- Default Depreciation
- Emergency Estimate
- Full Address
- Insurance Company Name
- Insurer/Carrier Identifier
- Locale
- Loss Details
- Max Depreciation
- Policy Number
- Policyholder Email Address
- Policyholder Name
- Policyholder Phone Number
- Project Manager Name
- Repair Estimate
- Sales Tax
- Type of Loss
- Default Rooms
Action
Write
- Property Claim ID
  Required
Action
Search
- Property Claim ID
  Required
Action
Search
- Property Claim ID
  Required
- Structure ID
  Required
- Room ID
  Required
- Note ID
  Required
Action
Search

About ClaimWizard

ClaimWizard provides claim management software for public adjusters and first-party representatives with an emphasis on automation and workflow.

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Related categories

CRM (Customer Relationship Management)

About Encircle

Encircle is the leading provider of real-time documentation and productivity tools for the insurance and restoration industries.

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Related categories

Content & Files