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| Topic | Duration |
|---|---|
Claim Intake TrainingIn this session, we'll tour the homepage and demo how to create a new claim. We'll walk through a few examples so that learners will be familiar with the various prompts that can populate. We'll discuss how to follow up on existing claims and learn about the actions available to us. | 2 hours120 min |
System Training (Back-office)We'll tour the homepage, review the work inventory dashboard, and discuss Assignment Groups. This session will focus on the Case Rollup stages, Case Assets, and the Case Tools available in the back-office portal. | 1 hour90 min |
Assignment WorkIn this session, we'll discuss the dispute workflow in the back-office, learn how to complete user assignments, and work test cases from start to finish. | 1 hour90 min |
Leadership TrainingIn this session, we'll review the manager dashboard, review Assignment Groups, and discuss the reporting hub. We'll cover key reports (daily, weekly, monthly), know how to schedule reports, and dive into user management in the Admin Portal. | 2 hours120 min |
New Products and Migration TrainingClients can expect claim intake and back-office train-the-trainer sessions on new products, enhancements, and software migrations. | -- |
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