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Overview

We recommend delivering a blended learning approach that includes Powerpoint decks, e-training modules, and practice in a simulated environment. Combining these three modalities creates a personalized, effective educational experience. To successfully provide a blended learning approach, we will need a library of Powerpoint decks, facilitator guides, published e-trainings, and user access to the staging environment.

Quavo has a small but growing library of learning material to support our clients' training efforts. Please reach out to the Quavo training team if there is a learning material that must be created for your firm's internal training plan.




Agenda

The following agendas include QFD-only modules. Edit this agenda and add firm-specific modules where needed. 

Intake

Modules

Topics

FG

Modality

Intro to Claim Creation

*Coming soon

  • Tour the homepage
  • How to start a new claim
  • How the questionnaire works

Y

Powerpoint

Claim Intake Module 1

  • How to start a new claim
  • Claim stages
  • Document requirements
  • Confirmation screen

N

e-Training

Claim Intake Module 2

  • Define the fraud reason
  • Define the non-fraud reasons

N

e-Training

Card Intake Questionnaire Review

  • Fraud questionnaire
  • Police report questions
  • Visa dispute questionnaire

N

Confluence or staging environment

Claim Creation Practice

  • Provide users with the necessary data to submit claims
  • Guide users through the claim creation process
  • Give users practice scenarios

Y

Staging environment

Existing Claim Review

*Coming soon

  • How to locate an existing claim
  • Understand the claim status
  • Be familiar with the tools and actions available to users

Y

Powerpoint

Claim Intake Module 3

  • How to use the search bar
  • Learn about the claim status
  • Be familiar with the tools and actions available to users

N

e-Training

Claim Follow-up Practice

  • Provide users with the necessary data to find claims
  • Guide users through the search process
  • Give users practice scenarios 

Y

Staging environment




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