ClaimWizard: The CRM Built for Public Adjusters with Lynette Young | Claims Game Podcast 068

ClaimWizard: The CRM Built for Public Adjusters with Lynette Young | Claims Game Podcast 068 Welcome back to the Claims Game Podcast! In this episode, I’m sitting down with my good friend Lynette Young, the owner and CEO of ClaimWizard. We’ve had our fair share of CRM systems, but I’m excited to announce that Elite Resolutions is making the move to ClaimWizard – and we’re diving into why it’s the right decision. Lynette shares the history of ClaimWizard, how it’s built specifically for public adjusters, and some exciting updates they have coming up. We also chat about the common complaints in the industry, the importance of a good user interface, and how ClaimWizard addresses the unique needs of public adjusting firms. If you're looking for an effective CRM that understands the public adjusting world, this episode is for you! Be sure to stick around until the end, as we get into some great insights on claims, managing clients, and the importance of organized processes. Don’t forget to like, comment, and subscribe for more valuable content on claims and the industry! Timestamps: 0:00 – Introduction & Welcoming Lynette Young 0:34 – Why Elite Resolutions is moving to ClaimWizard 1:11 – Addressing user interface complaints in CRMs 2:19 – ClaimWizard’s history and evolution for public adjusters 4:22 – Exciting upcoming updates and platform redesign 7:17 – Managing large claims, settlements, and payments with ClaimWizard 16:35 – ClaimWizard's dashboard and real-time claim tracking 19:50 – Streamlining claim workflows and task management 24:09 – Using the client portal to improve communication 31:48 – File storage and organizing documents through ClaimWizard 34:25 – Final thoughts on customer support and ClaimWizard’s unique features Make sure to visit Claims Wizard! https://claimwizard.com/ #ClaimsGame #ClaimWizard #PublicAdjusters #InsuranceClaims #crm ►📍Download our FREE PA guide, become your own boss, and start strong in the industry! https://dashboard.commercialclaimsadvocate.com/efficiency-hacks-free-guide Ready to scale your public-adjusting career? Download our FREE guide to optimize your workflow, manage your time, and grow your business! 🚀 ► Consider becoming a channel member to enjoy awesome perks and help us continue creating quality videos: https://www.youtube.com/channel/UCnL7u1fPYx6FNCkCRFtlvFw/join ========================== ========================== 👉 Shoutout to our partners 👈 ► Ready Stays - https://bit.ly/readystays ► The Farber Law Firm - https://bit.ly/thefarberlawfirm ► Noble Tax Strategies – https://www.nobletaxstrategies.com/ ► NWA - https://bit.ly/Nationwide-AppraisalGroup =========================== Make sure you check out our new Public Adjuster Handbook 📙 Public Adjuster Handbook - https://university.commercialclaimsadvocate.com/ebook =========================== SOCIAL MEDIA: https://www.facebook.com/CommercialClaimsAdvocate/ https://www.linkedin.com/in/commercialclaimsadvocate/ https://www.instagram.com/commercial_claims_advocate/ https://www.tiktok.com/@commercialclaimsadvocate =========================== 🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/ =========================== 🔴 Elite Resolutions - Responsible Public Adjusters https://eliteresolutions.com/about-us/ =========================== 👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/ =========================== 🔊 Spotify: https://spoti.fi/38621Yz 🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS 🔊 Apple Podcasts: https://apple.co/3sbjPIs