List of ClaimWizard Customers
ClaimWizard
211 N Loop 1604 E, Suite 150,
San Antonio, 78232, TX,
United States
San Antonio, 78232, TX,
United States
1 210-783-0102
Professional Services
20
$2M
Since 2010, our global team of researchers has been studying ClaimWizard customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased ClaimWizard for Insurance Claims Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using ClaimWizard for Insurance Claims Management include: Jansen/Adjusters International, a United States based Professional Services organisation with 60 employees and revenues of $7.0 million, The Lawgical Firm, a United States based Professional Services organisation with 30 employees and revenues of $5.0 million, Adjuster Groups, a United States based Professional Services organisation with 35 employees and revenues of $5.0 million, Gavnat & Associates, a United States based Insurance organisation with 35 employees and revenues of $5.0 million, Rollback Ally, a United States based Professional Services organisation with 30 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using ClaimWizard, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The ClaimWizard customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Adjuster Groups | Professional Services | 35 | $5M | United States | ClaimWizard | ClaimWizard | Insurance Claims Management | 2021 | n/a |
In 2021, Adjuster Groups deployed ClaimWizard as its Insurance Claims Management application. The deployment centralized claims coordination and office management workflows for a 35 person professional services firm, positioning ClaimWizard as the primary system for claim review, estimate analysis, carrier correspondence, and formal document drafting.
ClaimWizard was configured to support claims intake, estimate and policy review, generation of Proof of Loss, DOU and DOA documents, Power of Attorney forms, payment tracking and escrow accounting, and client and carrier communication logging. Workflow automation and status tracking were applied to task assignment for claims coordinators, document version control, and handoffs between claims handlers and accounting, enabling consistent processing of estimates, carrier letters, and payment breakdowns.
Operational use of ClaimWizard ran alongside QuickBooks for reconciliation and invoicing, Outlook and Excel for communications and data exports, Grasshopper for telephony records, and field documentation tools such as Docu Sketch and Company Cam for photographic evidence capture. These adjacent systems supported activities including receipt and deposit of payments, movement of funds between accounts, and issuance of client checks, while ClaimWizard served as the system of record for claim files and correspondence.
Governance emphasized claims coordinator and office manager responsibilities, standardizing review checkpoints for carrier communications, template based Proof of Loss and legal document preparation, escrow receipt handling, and reconciliation procedures. Process controls included approval gates for payment distributions and documented reconciliation steps tied back to QuickBooks to align accounting controls with claims workflows.
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Continental Adjusters | Insurance | 16 | $2M | United States | ClaimWizard | ClaimWizard | Insurance Claims Management | 2022 | n/a |
In 2022, Continental Adjusters implemented ClaimWizard to support its Insurance Claims Management operations. The deployment centered on field claims processing in Dallas, Texas, with use cases including coordination of property damage site visits and claimant engagement.
ClaimWizard was configured to handle claims intake, field scheduling, document capture, and digital record consolidation consistent with Insurance Claims Management capabilities. The implementation used ClaimWizard's intake and document management workflows to digitize three decades of historical claims records into the company database.
The operational scope covered claims adjusters and field assistants coordinating meeting times and locations for property damage site visits, reflecting cross-functional use between claims administration and field operations. Integrations were confined to the company database for record ingestion and consolidation, with ClaimWizard serving as the central application for claims data orchestration.
Governance activities emphasized formalizing scheduling and evidence capture workflows, using ClaimWizard to standardize documentation practices and centralize data access across the small claims team. The project explicitly digitized thirty years of records into the company database using ClaimWizard.
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Gavnat & Associates | Insurance | 35 | $5M | United States | ClaimWizard | ClaimWizard | Insurance Claims Management | 2024 | n/a |
In 2024 Gavnat & Associates implemented ClaimWizard as its core Insurance Claims Management application. The deployment was purpose-built to support property claims workflows and to centralize intake, investigation, documentation of damages, negotiation tracking, and claim timeline management for Key House Accounts.
Configuration of ClaimWizard encompassed claims intake and investigation workflows, structured damage documentation, negotiation and settlement tracking, timeline orchestration, and expense recording. The Claims Coordinator and Account Manager configured process templates and automated status notifications to maintain consistent documentation and to route tasks across carrier, contractor, and public adjuster stakeholders.
Operational integration included active use of ClaimWizard alongside Smartsheets for parallel documentation of communications, expenses, and progress, with ClaimWizard serving as the authoritative claim record. The implementation governed cross-functional coordination across claims operations, account management, and contractor networks, with the Claims Coordinator leading coordination of scope, budget, documentation, and risk from claim initiation through resolution.
Governance and process outcomes were recorded directly in ClaimWizard and Smartsheets, achieving 100% data completeness for documented claim progress, communications, and expenses. The Claims Coordinator also managed client invoicing through these systems to ensure accuracy and rapid issue resolution, and cultivated contractor relationships for Key Accounts to drive increased revenue.
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Jansen/Adjusters International | Professional Services | 60 | $7M | United States | ClaimWizard | ClaimWizard | Insurance Claims Management | 2020 | n/a |
In 2020, Jansen/Adjusters International deployed ClaimWizard as its Insurance Claims Management application to centralize claims intake, payment posting, and operational reporting. The implementation targeted accounting and administration functions supporting the corporate controller and CEO, and established ClaimWizard as the primary system for daily customer payment entry alongside existing financial tools.
Configuration work focused on claims processing workflows, accounts receivable and accounts payable tracking, commission tagging, and claims billing. ClaimWizard was configured to capture commission tag data and produce billing reports and sales reports, and the platform was used to process monthly employee expense reports for more than thirty employees, matching the firm s day to day accounting responsibilities.
Operational workflows required daily posting of customer payments into both QuickBooks and ClaimWizard, and the team used ClaimWizard records to support bank and credit card reconciliation activities. The deployment covered core accounting and billing functions across the company, integrating functional usage between ClaimWizard and the firm s QuickBooks bookkeeping activities through parallel posting and reconciliations.
Governance and process changes emphasized centralized reporting and control of payables and receivables, with standard operating procedures for daily payment entry and monthly expense submissions. Outcomes documented by the customer included generating reports that saved time and money and creating a system that improved organization and control of the company s payables and receivables while using ClaimWizard for Insurance Claims Management.
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P&S Public Adjusters | Insurance | 20 | $2M | United States | ClaimWizard | ClaimWizard | Insurance Claims Management | 2023 | n/a |
In 2023, P&S Public Adjusters implemented ClaimWizard as its primary Insurance Claims Management application. The deployment is documented through a Claim Handler role at P&S Public Adjusters, LLC Miami, FL active from September 2023 to December 2024, indicating continuous operational use by a small, 20 person firm serving client-facing claims workflows.
ClaimWizard is used to centralize claims intake and client communication, supporting initial assessment workflows that capture cause of loss, damage extent, photos, receipts, and witness statements. The implementation covers policy review and coverage analysis, structured evidence and document management for repair estimates and medical records, investigation task tracking, negotiation and settlement case tracking, and dispute resolution workflows, aligning with standard Insurance Claims Management functional modules.
Operational coverage is focused on the firm s claims team based in Miami, Florida, where ClaimWizard is the case management backbone for client updates, appointment and evidence logging, and comprehensive recordkeeping. The instance supports role specific claims handling activities described in the Claim Handler notes, including oversight of deadlines, paperwork completion, client reporting, and adherence to licensing and notarization requirements noted as Notaric Public of Florida.
Governance and process controls emphasize documented communications, audit oriented reporting, and regulatory compliance aligned to insurance claims handling standards. The implementation narrative reflects an instrumentation of core claims workflows rather than explicit third party integrations or partner led services, with ClaimWizard providing the primary workflow orchestration and records repository for claims management.
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Professional Services | 30 | $3M | United States | ClaimWizard | ClaimWizard | Insurance Claims Management | 2020 | n/a |
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Professional Services | 30 | $5M | United States | ClaimWizard | ClaimWizard | Insurance Claims Management | 2022 | n/a |
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Buyer Intent: Companies Evaluating ClaimWizard
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD ClaimWizard Coverage
ClaimWizard is a Insurance Claims Management solution from ClaimWizard.
Companies worldwide use ClaimWizard, from small firms to large enterprises across 21+ industries.
Organizations such as Jansen/Adjusters International, The Lawgical Firm, Adjuster Groups, Gavnat & Associates and Rollback Ally are recorded users of
ClaimWizard for Insurance Claims Management.
Companies using ClaimWizard are most concentrated in Professional Services and Insurance, with adoption spanning over 21 industries.
Companies using ClaimWizard are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of ClaimWizard across Americas, EMEA, and APAC.
Companies using ClaimWizard range from small businesses with 0-100 employees - 100%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of ClaimWizard include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified ClaimWizard customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Insurance Claims Management.