List of ClaimWizard Customers
San Antonio, 78232, TX,
United States
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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Professional Services | 60 | $7M | United States | ClaimWizard | ClaimWizard | Insurance Claims Management | 2020 | n/a |
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Insurance | 20 | $2M | United States | ClaimWizard | ClaimWizard | Insurance Claims Management | 2023 | n/a |
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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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